Wellesley Investment Advisors

Wellesley Investment Advisors as of Dec. 31, 2013

Portfolio Holdings for Wellesley Investment Advisors

Wellesley Investment Advisors holds 91 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iart 1.63% 12/15/16 (Principal) 4.2 $71M 65k 1078.75
GBX 3.5% 04/01/18 (Principal) 4.0 $66M 56k 1187.49
Intc 0% 06/12/20 (Principal) 3.3 $55M 56k 985.70
Titn 3.75% 05/01/19 (Principal) 3.2 $53M 62k 855.00
Ip 0% 06/17/20 (Principal) 3.0 $51M 52k 971.91
Mho 3% 03/01/18 (Principal) 2.9 $48M 43k 1112.50
STWD 4.55% 03/01/18 (Principal) 2.8 $46M 42k 1109.38
SLXP 1.5% 03/15/19 (Principal) 2.7 $45M 30k 1495.64
Rso 6% 12/01/18 (Principal) 2.6 $43M 43k 1003.13
WNC 3.38% 05/01/18 (Principal) 2.5 $41M 31k 1305.62
Goog 0% 03/28/16 (Principal) 2.4 $40M 27k 1491.03
Ryl 0.25% 06/01/19 (Principal) 2.4 $40M 43k 938.13
BSFT 1.5% 07/01/18 (Principal) 2.4 $40M 39k 1010.00
TRN 3.88% 06/01/36 (Principal) 2.3 $39M 29k 1321.87
RWT 4.63% 04/15/18 (Principal) 2.3 $38M 36k 1043.14
Psec 5.5% 08/15/16 (Principal) 2.0 $34M 32k 1047.51
Plab 3.25% 04/01/16 (Principal) 2.0 $33M 29k 1153.75
MTH 1.88% 09/15/32 (Principal) 1.9 $32M 29k 1125.62
RGLD 2.88% 06/15/19 (Principal) 1.9 $32M 33k 966.24
Onnn 2.63% 12/15/26 (Principal) 1.9 $32M 29k 1104.37
Arcp 3% 08/01/18 (Principal) 1.9 $32M 32k 1000.63
Auxl 1.5% 07/15/18 (Principal) 1.9 $31M 28k 1108.76
Aapl 0% 01/24/20 (Principal) 1.9 $31M 32k 988.68
For 3.75% 03/01/20 (Principal) 1.6 $27M 24k 1154.99
NR 4% 10/01/17 (Principal) 1.6 $27M 20k 1342.50
Auq 3.5% 10/01/16 (Principal) 1.5 $25M 26k 962.52
Alr 3% 05/15/16 (Principal) 1.4 $24M 21k 1128.73
BGCP 4.5% 07/15/16 (Principal) 1.4 $23M 22k 1045.00
Psec 5.375% 10/15/17 (Principal) 1.3 $22M 21k 1049.17
HTGC 6% 04/15/16 (Principal) 1.3 $22M 16k 1395.02
Uthr 1% 09/15/16 (Principal) 1.2 $20M 8.5k 2377.53
Aapl/wf 0% 01/24/20 (Principal) 1.2 $20M 20k 994.68
Aimc 2.75% 03/01/31 (Principal) 1.2 $20M 14k 1376.90
Arcp 3.75% 12/15/20 (Principal) 1.2 $20M 19k 1013.13
SNDK 1.5% 08/15/17 (Principal) 1.0 $17M 11k 1473.76
Atk 3% 08/15/24 (Principal) 1.0 $16M 10k 1600.66
Rti 1.63% 10/15/19 (Principal) 1.0 $16M 15k 1050.61
Gtat 3% 12/15/20 (Principal) 0.9 $15M 15k 1017.49
Ment 4% 04/01/31 (Principal) 0.9 $15M 11k 1329.39
Sgy 1.75% 03/01/17 (Principal) 0.9 $15M 13k 1108.73
Z 3.8% 07/01/17 (Principal) 0.9 $15M 11k 1274.34
BRS 3% 06/15/38 (Principal) 0.8 $14M 12k 1226.27
Gpi 2.25% 06/15/36 (Principal) 0.8 $14M 11k 1264.41
Ttwo 1% 07/01/18 (Principal) 0.8 $13M 13k 1071.91
SWC 1.75% 10/15/32 (Principal) 0.8 $13M 12k 1121.27
LRCX 1.25% 05/15/18 (Principal) 0.8 $13M 11k 1221.29
CMTL 3% 05/01/29 (Principal) 0.8 $13M 12k 1051.22
RPM 2.25% 12/15/20 (Principal) 0.8 $13M 11k 1111.88
Ens 3.38% 06/01/38 (Principal) 0.7 $12M 7.0k 1763.11
TFX 3.88% 08/01/17 (Principal) 0.7 $12M 7.7k 1577.53
LPNT 3.5% 05/15/14 (Principal) 0.7 $12M 11k 1086.87
Xxia 3% 12/15/15 (Principal) 0.7 $12M 11k 1077.52
Holx 2% 03/01/42 (Principal) 0.7 $11M 11k 1021.29
Nuan 2.75% 11/01/31 (Principal) 0.6 $11M 11k 976.84
Arcc 4.88% 03/15/17 (Principal) 0.6 $10M 9.9k 1051.92
Air 2.25% 03/01/16 (Principal) 0.6 $9.9M 9.4k 1058.70
CBST 2.5% 11/01/17 (Principal) 0.6 $9.8M 4.0k 2432.52
LLTC 3% 05/01/27 (Principal) 0.6 $9.2M 8.1k 1139.97
Arcc 5.13% 06/01/16 (Principal) 0.5 $9.1M 8.5k 1066.89
Aapl/wf 0% 01/24/20 (Principal) 0.5 $8.9M 9.0k 994.66
STWD 4% 01/15/19 (Principal) 0.5 $8.7M 7.9k 1106.20
LRCX 0.5% 05/15/16 (Principal) 0.5 $8.4M 7.4k 1138.69
HLX 3.25% 03/15/32 (Principal) 0.5 $8.3M 6.9k 1196.92
GTLS 2% 08/01/18 (Principal) 0.5 $7.5M 4.9k 1544.45
Kcap 8.75% 03/15/16 (Principal) 0.4 $7.4M 6.6k 1121.24
Luk 3.88% 11/01/29 (Principal) 0.4 $7.3M 6.9k 1058.06
Gpre 5.75% 11/01/15 (Principal) 0.4 $7.3M 5.0k 1465.61
Wac 4.5% 11/01/19 (Principal) 0.4 $6.7M 6.7k 998.80
Epay 1.5% 12/01/17 (Principal) 0.4 $6.6M 4.9k 1344.94
Hos 1.5% 09/01/19 (Principal) 0.4 $5.9M 4.9k 1188.22
Nly 5% 05/15/15 (Principal) 0.3 $5.7M 5.6k 1011.92
CHK 2.5% 05/15/37 (Principal) 0.3 $4.8M 4.8k 1014.94
Arcc 4.75% 01/15/18 (Principal) 0.2 $4.0M 3.8k 1055.51
Jblu 6.75% 10/15/39 (Principal) 0.2 $3.6M 2.0k 1800.50
Moh 3.75% 10/01/14 (Principal) 0.2 $3.4M 2.9k 1191.22
Eqix 3% 10/15/14 (Principal) 0.2 $3.3M 2.1k 1578.70
Ocr 3.25% 12/15/35 (Principal) 0.2 $3.1M 2.9k 1068.60
Psec 5.75% 03/15/18 (Principal) 0.2 $2.6M 2.5k 1053.92
Outr 4% 09/01/14 (Principal) 0.1 $1.7M 1.0k 1679.25
B 3.38% 03/15/27 (Principal) 0.1 $1.3M 978.00 1354.81
Agco 1.25% 12/15/36 (Principal) 0.1 $1.3M 886.00 1458.24
STLD 5.13% 06/15/14 (Principal) 0.1 $1.2M 1.1k 1176.81
Gild 1.63% 05/01/16 (Principal) 0.1 $963k 292.00 3297.95
Mdco 1.38% 06/01/17 (Principal) 0.1 $962k 640.00 1503.12
Dhi 2% 05/15/14 (Principal) 0.0 $808k 468.00 1726.50
Caci 2.13% 05/01/14 (Principal) 0.0 $475k 355.00 1338.03
CKH 2.5% 12/15/27 (Principal) 0.0 $472k 385.00 1225.97
Trak 1.5% 03/15/17 (Principal) 0.0 $469k 339.00 1383.48
Gtat 3% 10/01/17 (Principal) 0.0 $417k 304.00 1371.71
XLNX 2.63% 06/15/17 (Principal) 0.0 $407k 255.00 1596.08
Akrx 3.5% 06/01/16 (Principal) 0.0 $370k 130.00 2846.15