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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 (2017Q1)
Portfolio Summary: 112 holdings with a total value of $226,404,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 GGP INC 10,000 231,000 0.10%
102 TJX COS INC NEW 2,893 228,000 0.10%
103 EMERSON ELEC CO 3,785 226,000 0.10%
104 MARSH & MCLENNAN COS INC 2,980 220,000 0.10%
105 SMUCKER J M CO 1,675 219,000 0.10%
106 VANGUARD INDEX FDS 1,645 219,000 0.10%
107 COMCAST CORP NEW 5,672 213,000 0.09%
108 NEXTERA ENERGY INC 1,658 212,000 0.09%
109 ABBVIE INC 3,220 209,000 0.09%
110 SEMPRA ENERGY 1,891 208,000 0.09%
111 ALPHABET INC 244 206,000 0.09%
112 LOCKHEED MARTIN CORP 760 203,000 0.09%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000328, filed 2017.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.