Choate Investment Advisors Closed Holding Positions

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VNM
Vaneck Vietnam ETF

ETFs
Q4 2021 Filed on Feb 07, 2022
3,355
$19.1 - $21.26 $64.1K - $71.3K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2021 Filed on Nov 04, 2021
1,201
$31.76 - $33.8 $38.1K - $40.6K
RUN
Sunrun Inc.

Technology
Q3 2021 Filed on Nov 04, 2021
4,299
$41.0 - $56.82 $176K - $244K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2021 Filed on Nov 04, 2021
133
$25.22 - $26.36 $3.35K - $3.51K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q3 2021 Filed on Nov 04, 2021
51
$53.19 - $53.64 $2.71K - $2.74K
General Electric CO
Q3 2021 Filed on Nov 04, 2021
51,607
N/A
FTCS
First Trust Capital Strength E

ETFs
Q3 2021 Filed on Nov 04, 2021
405
$74.82 - $79.92 $30.3K - $32.4K
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 04, 2021
3,049
N/A
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q3 2021 Filed on Nov 04, 2021
10,000
$17.15 - $18.22 $172K - $182K
RDFN
Redfin Corp

Real Estate
Q3 2021 Filed on Nov 04, 2021
4,862
$45.48 - $64.57 $221K - $314K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
3,174
$139.42 - $155.26 $443K - $493K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2021 Filed on Nov 04, 2021
96
$129.96 - $131.96 $12.5K - $12.7K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q3 2021 Filed on Nov 04, 2021
394
$51.57 - $52.51 $20.3K - $20.7K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q3 2021 Filed on Nov 04, 2021
77
$21.76 - $23.48 $1.68K - $1.81K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2021 Filed on Nov 04, 2021
40
$36.52 - $36.95 $1.46K - $1.48K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
48
$56.59 - $57.62 $2.72K - $2.77K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2021 Filed on Nov 04, 2021
97
$22.84 - $24.92 $2.22K - $2.42K
FNDA
Schwab Fundamental U S Small C

ETFs
Q3 2021 Filed on Nov 04, 2021
263
$50.41 - $54.9 $13.3K - $14.4K
NTNX
Nutanix, Inc.

Technology
Q3 2021 Filed on Nov 04, 2021
5,876
$33.1 - $43.95 $194K - $258K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2021 Filed on Nov 04, 2021
315
$48.3 - $52.49 $15.2K - $16.5K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2021 Filed on Nov 04, 2021
753
$29.81 - $32.7 $22.4K - $24.6K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q3 2021 Filed on Nov 04, 2021
50
$101.41 - $109.45 $5.07K - $5.47K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q3 2021 Filed on Nov 04, 2021
103
$172.95 - $188.37 $17.8K - $19.4K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2021 Filed on Nov 04, 2021
1,105
$30.86 - $32.92 $34.1K - $36.4K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2021 Filed on Nov 04, 2021
195
$37.86 - $40.67 $7.38K - $7.93K
PDN
Invesco Fd Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
336
$37.05 - $39.82 $12.4K - $13.4K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q2 2021 Filed on Jul 30, 2021
1
$57.62 - $63.06 $57.6 - $63.1
EPP
Ishares Inc

ETFs
Q2 2021 Filed on Jul 30, 2021
1,500
$50.7 - $53.97 $76.1K - $81K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
50
$47.21 - $51.44 $2.36K - $2.57K
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
177
$27.36 - $32.41 $4.84K - $5.74K
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 30, 2021
4,297
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 30, 2021
15,335
$61.85 - $65.64 $948K - $1.01M
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 30, 2021
5,003
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 30, 2021
4,745
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 30, 2021
52,609
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2021 Filed on Jul 30, 2021
3,735
$59.11 - $60.52 $221K - $226K
Seagate Technology PLC
Q2 2021 Filed on Jul 30, 2021
4,616
N/A
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2021 Filed on Jul 30, 2021
76
$156.91 - $173.97 $11.9K - $13.2K
IMGN
Immuno Gen, Inc.

Healthcare
Q2 2021 Filed on Jul 30, 2021
10,000
$5.79 - $8.6 $57.9K - $86K
Bristol Myers Squibb CO
Q1 2021 Filed on May 07, 2021
9,079
N/A
Blackrock Muniholdings Quali
Q1 2021 Filed on May 07, 2021
23,558
N/A
Danaher Corporation
Q1 2021 Filed on May 07, 2021
21,000
N/A
EWM
Ishs Msci Malaysia ETF

ETFs
Q1 2021 Filed on May 07, 2021
562
$27.05 - $28.88 $15.2K - $16.2K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q4 2020 Filed on Feb 08, 2021
295
$57.33 - $58.77 $16.9K - $17.3K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q4 2020 Filed on Feb 08, 2021
7,815
$32.73 - $38.23 $256K - $299K
BNDX
Vanguard Total International B

ETFs
Q4 2020 Filed on Feb 08, 2021
3,836
$57.99 - $58.75 $222K - $225K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2020 Filed on Feb 08, 2021
13,875
$24.53 - $26.04 $340K - $361K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2020 Filed on Feb 08, 2021
10,265
$26.3 - $31.8 $270K - $326K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2020 Filed on Feb 08, 2021
13,273
$39.32 - $41.26 $522K - $548K
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