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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
1 3M CO 4,905 817 0.49%
2 ABBOTT LABS 18,343 767 0.46%
3 ABBVIE INC 5,253 300 0.18%
4 ACCENTURE PLC IRELAND 7,631 881 0.53%
5 AGRIUM INC 8,122 717 0.43%
6 ANHEUSER BUSCH INBEV SA/NV 4,896 610 0.37%
7 APPLE INC 6,642 724 0.43%
8 AUTOMATIC DATA PROCESSING IN 5,166 463 0.28%
9 BERKSHIRE HATHAWAY INC DEL 2,075 294 0.18%
10 BLOCK H & R INC 16,911 447 0.27%
11 BOEING CO 5,388 684 0.41%
12 BRISTOL MYERS SQUIBB CO 6,211 397 0.24%
13 BROADRIDGE FINL SOLUTIONS IN 11,426 678 0.41%
14 CARDINAL HEALTH INC 6,018 493 0.30%
15 CHUBB LIMITED 5,482 653 0.39%
16 CISCO SYS INC 9,374 267 0.16%
17 CITIZENS FINL GROUP INC 22,035 462 0.28%
18 COACH INC 16,559 664 0.40%
19 COCA COLA CO 4,463 207 0.12%
20 CVS HEALTH CORP 8,045 835 0.50%
21 DANAHER CORP DEL 2,846 270 0.16%
22 DISNEY WALT CO 6,225 618 0.37%
23 DOMINION ENERGY INC 9,939 747 0.45%
24 EATON CORP PLC 5,944 372 0.22%
25 EMERSON ELEC CO 5,451 296 0.18%
26 EXXON MOBIL CORP 11,190 935 0.56%
27 GENERAL ELECTRIC CO 27,456 873 0.52%
28 GENERAL GROWTH 10,000 297 0.18%
29 GILEAD SCIENCES INC 6,071 558 0.33%
30 GLAXOSMITHKLINE PLC 11,407 463 0.28%
31 HELMERICH & PAYNE INC 5,210 306 0.18%
32 HOME DEPOT INC 4,971 663 0.40%
33 HONEYWELL INTL INC 6,537 732 0.44%
34 HOWARD HUGHES CORP 2,147 227 0.14%
35 INVESCO LTD 18,202 560 0.34%
36 ISHARES 7-10 YEAR TREASURY BOND ETF 69,471 7,665 4.59%
37 ISHARES GOLD TRUST 373,299 4,435 2.66%
38 ISHARES TR 9,618 1,064 0.64%
39 ISHARES TR 35,308 4,048 2.43%
40 ISHARES TR 7,058 370 0.22%
41 ISHARES TR 50,987 5,651 3.39%
42 ISHARES TR 69,718 14,407 8.63%
43 ISHARES TR 79,035 11,396 6.83%
44 JOHNSON & JOHNSON 5,329 577 0.35%
45 JOHNSON CTLS INTL PLC 14,626 570 0.34%
46 JPMORGAN CHASE & CO 14,872 881 0.53%
47 KRAFT HEINZ CO 4,330 340 0.20%
48 LYONDELLBASELL INDUSTRIES N 7,069 605 0.36%
49 MASTERCARD INCORPORATED 6,494 614 0.37%
50 MATTEL INC 13,328 448 0.27%
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