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Institutional Investment Manager
WELLESLEY INVESTMENT PARTNERS, LLC
WELLESLEY INVESTMENT PARTNERS, LLC (CIK: 0001669733). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Original 13F HR (0001606587-16-000608) filed in 2016.05.11
#
Name
Shares
Value ($)
%
Options
Notes
51 BROADRIDGE FINL SOLUTIONS IN 11,426 678 0.41%
52 MICROCHIP TECHNOLOGY INC. 14,119 681 0.41%
53 BOEING CO 5,388 684 0.41%
54 PFIZER INC 23,104 685 0.41%
55 AGRIUM INC 8,122 717 0.43%
56 APPLE INC 6,642 724 0.43%
57 HONEYWELL INTL INC 6,537 732 0.44%
58 TE CONNECTIVITY LTD 12,047 746 0.45%
59 DOMINION ENERGY INC 9,939 747 0.45%
60 ABBOTT LABS 18,343 767 0.46%
61 PEPSICO INC 7,837 803 0.48%
62 VANGUARD ADMIRAL FDS INC 8,344 810 0.49%
63 3M CO 4,905 817 0.49%
64 CVS HEALTH CORP 8,045 835 0.50%
65 GENERAL ELECTRIC CO 27,456 873 0.52%
66 ACCENTURE PLC IRELAND 7,631 881 0.53%
67 JPMORGAN CHASE & CO 14,872 881 0.53%
68 EXXON MOBIL CORP 11,190 935 0.56%
69 MICROSOFT CORP 17,386 960 0.58%
70 VERIZON COMMUNICATIONS INC 19,289 1,043 0.62%
71 ISHARES TR 9,618 1,064 0.64%
72 POWERSHARES ETF TR II 35,990 1,451 0.87%
73 VANGUARD SPECIALIZED PORTFOL 42,517 3,455 2.07%
74 ISHARES TR 35,308 4,048 2.43%
75 VANGUARD INDEX FDS 40,300 4,224 2.53%
76 ISHARES GOLD TRUST 373,299 4,435 2.66%
77 SPDR S&P 500 ETF TR 22,012 4,524 2.71%
78 SPDR SER TR 134,540 4,611 2.76%
79 VANGUARD BD INDEX FDS 57,606 4,770 2.86%
80 POWERSHARES QQQ TRUST 45,434 4,961 2.97%
81 VANGUARD INTL EQUITY INDEX F 156,657 5,417 3.25%
82 ISHARES TR 50,987 5,651 3.39%
83 SCHWAB US DIVIDEND EQUITY ETF 183,128 7,342 4.40%
84 VANGUARD CHARLOTTE FDS 138,701 7,565 4.53%
85 ISHARES 7-10 YEAR TREASURY BOND ETF 69,471 7,665 4.59%
86 SPDR SERIES TRUST 258,744 7,925 4.75%
87 VANGUARD BD INDEX FDS 101,082 8,150 4.88%
88 ISHARES TR 79,035 11,396 6.83%
89 ISHARES TR 69,718 14,407 8.63%
90 VANGUARD TAX-MANAGED FDS 446,610 16,024 9.60%
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