- New Purchases: GLD, MXIM, BSV, VNQ, CMG, BDX, IJJ, FTV, TXN, NFLX, GS, EQIX, D, CHL, BMS, VYM,
- Added Positions: VGIT, IEMG, USMV, EBND, CCF, IVV, AAPL, XOM, MSFT, ADP, PG, ADI, CVX, KO, VT, TJX, VZ, BRK.A, GOOG, DHR, NEE, HD, WFC, AWK, BND, IVW, ACN, AMZN, CSCO, INTC, MRK, PEP, TMO, DIS, IWM, IYW, MMM, BA, CSX, COST, EMR, GILD, GOOGL, JPM, NSC, SYK, UTX, WBA, PM, DVY, T, ABT, AFL, APD, AXP, BLK, BMY, CVS, CL, DE, ECL, GD, GIS, HON, KMB, MDLZ, KR, LMT, LOW, MCD, PNC, RTN, TMK, UNP, VFC, AGN, ZBH, ABBV, CDK, PYPL, BP, CAT, SCHW, CMCSA, COP, DRI, DWDP, GE, ITW, PEG, QCOM, SLB, SWKS, STT, TROW, TGT, MA, V, FB, SDY, VGT, VSS,
- Reduced Positions: IEFA, IJR, FDN, EWJ, MDY, XLV, EEMV, EFA, DXJ, AMGN, SPY, GSK, VEA, XLF, XLI, CELG, VIG, NOC, LLY, IBM, CTSH, FLOT, PKW, SPGI, ILMN, VOO, BRK.B, BAX, COF, PANW, XLP, XLK, VWO, APTV, WMT, NVDA, MET, MCK, ALL, FISV, STZ, CLX, BIIB, BAC, NVS, PAYX, UNM, UN, TSN, SWK, TRV, STX, RDS.A, ROP, PRU, AMP,
- Sold Out: MCHI, MCO, DNB, INDA, LQD, MKL,
For the details of Choate Investment Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/choate+investment+advisors/current-portfolio/portfolio
These are the top 5 holdings of Choate Investment Advisors- iShares Core S&P 500 (IVV) - 1,669,888 shares, 39.71% of the total portfolio. Shares added by 1.04%
- Vanguard Intermediate-Term Treasury ETF (VGIT) - 1,708,925 shares, 9.21% of the total portfolio. Shares added by 130.49%
- iShares Core S&P Small-Cap (IJR) - 528,471 shares, 3.41% of the total portfolio. Shares reduced by 21.64%
- iShares Edge MSCI Min Vol Emerging Markets (EEMV) - 590,075 shares, 2.92% of the total portfolio. Shares reduced by 2.94%
- Chase Corp (CCF) - 302,383 shares, 2.34% of the total portfolio. Shares added by 36.83%
Choate Investment Advisors initiated holding in SPDR Gold Trust. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.15. The stock is now traded at around $120.77. The impact to a portfolio due to this purchase was 0.33%. The holding were 32,228 shares as of .
New Purchase: Maxim Integrated Products Inc (MXIM)Choate Investment Advisors initiated holding in Maxim Integrated Products Inc. The purchase prices were between $47.95 and $56.48, with an estimated average price of $53.75. The stock is now traded at around $59.58. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,741 shares as of .
New Purchase: Vanguard Short-Term Bond (BSV)Choate Investment Advisors initiated holding in Vanguard Short-Term Bond. The purchase prices were between $78.46 and $79.65, with an estimated average price of $78.91. The stock is now traded at around $79.47. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,890 shares as of .
New Purchase: Vanguard Real Estate (VNQ)Choate Investment Advisors initiated holding in Vanguard Real Estate. The purchase prices were between $72.95 and $87.02, with an estimated average price of $82.48. The stock is now traded at around $86.41. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,525 shares as of .
New Purchase: Chipotle Mexican Grill Inc (CMG)Choate Investment Advisors initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $431.79 and $710.31, with an estimated average price of $577.1. The stock is now traded at around $673.07. The impact to a portfolio due to this purchase was 0.03%. The holding were 485 shares as of .
New Purchase: Dominion Energy Inc (D)Choate Investment Advisors initiated holding in Dominion Energy Inc. The purchase prices were between $67.97 and $77.04, with an estimated average price of $72.95. The stock is now traded at around $76.05. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,762 shares as of .
Added: Vanguard Intermediate-Term Treasury ETF (VGIT)Choate Investment Advisors added to a holding in Vanguard Intermediate-Term Treasury ETF by 130.49%. The purchase prices were between $63.16 and $64.6, with an estimated average price of $63.6. The stock is now traded at around $64.15. The impact to a portfolio due to this purchase was 5.21%. The holding were 1,708,925 shares as of .
Added: iShares Core MSCI Emerging Markets (IEMG)Choate Investment Advisors added to a holding in iShares Core MSCI Emerging Markets by 127.70%. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $52.93. The impact to a portfolio due to this purchase was 0.84%. The holding were 347,320 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Choate Investment Advisors added to a holding in iShares Edge MSCI Min Vol USA by 75.42%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.63. The impact to a portfolio due to this purchase was 0.77%. The holding were 365,989 shares as of .
Added: SPDR Bloomberg Barclays Emerging Markets Local Bon (EBND)Choate Investment Advisors added to a holding in SPDR Bloomberg Barclays Emerging Markets Local Bon by 73.08%. The purchase prices were between $26.52 and $27.77, with an estimated average price of $27.17. The stock is now traded at around $26.66. The impact to a portfolio due to this purchase was 0.71%. The holding were 740,548 shares as of .
Added: Chase Corp (CCF)Choate Investment Advisors added to a holding in Chase Corp by 36.83%. The purchase prices were between $81.93 and $101.92, with an estimated average price of $95.36. The stock is now traded at around $94.20. The impact to a portfolio due to this purchase was 0.63%. The holding were 302,383 shares as of .
Added: Apple Inc (AAPL)Choate Investment Advisors added to a holding in Apple Inc by 23.64%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $205.05. The impact to a portfolio due to this purchase was 0.33%. The holding were 108,660 shares as of .
Sold Out: iShares MSCI China ETF (MCHI)Choate Investment Advisors sold out a holding in iShares MSCI China ETF. The sale prices were between $51 and $62.87, with an estimated average price of $58.88.
Sold Out: Moody's Corporation (MCO)Choate Investment Advisors sold out a holding in Moody's Corporation. The sale prices were between $136.18 and $181.99, with an estimated average price of $163.94.
Sold Out: Ishares MSCI India (INDA)Choate Investment Advisors sold out a holding in Ishares MSCI India. The sale prices were between $31.65 and $35.66, with an estimated average price of $33.2.
Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)Choate Investment Advisors sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $112.82 and $119.15, with an estimated average price of $115.77.
Sold Out: Dun & Bradstreet Corp (DNB)Choate Investment Advisors sold out a holding in Dun & Bradstreet Corp. The sale prices were between $142.74 and $144.97, with an estimated average price of $144.23.
Sold Out: Markel Corp (MKL)Choate Investment Advisors sold out a holding in Markel Corp. The sale prices were between $957.49 and $1069.2, with an estimated average price of $1016.6.
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