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Wellesley Investment Partners, LLC Buys Nike, Air Products & Chemicals, Schlumberger, Sells ...

Wellesley Investment Partners, LLC

  • New Purchases: NKE , SLB , APD , CVX, CL, GIS, ITW, SJM, VB, VEU,
  • Added Positions:VEA, IVV, BSV, AGG, IJH, IEF, SCHD, SCPB, CAH, ITR,
  • Reduced Positions:ABT, QQQ, TU, SPY, NGG, EMR, BND, GSK, HRB, BRK.B,
  • Sold Out:KO, NEE, ADNT, ASIX,

For the details of Wellesley Investment Partners, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Wellesley+Investment+Partners%2C+LLC

These are the top 5 holdings of Wellesley Investment Partners, LLC

  1. iShares Core S&P 500 ( IVV ) - 90,643 shares, 10% of the total portfolio. Shares added by 7.10%
  2. Vanguard FTSE Developed Markets ( VEA ) - 543,525 shares, 9.74% of the total portfolio. Shares added by 7.47%
  3. Vanguard Short-Term Bond ( BSV ) - 242,715 shares, 9.45% of the total portfolio. Shares added by 6.45%
  4. iShares Core S&P Mid-Cap ( IJH ) - 94,472 shares, 7.66% of the total portfolio. Shares added by 3.93%
  5. Schwab US Dividend Equity ( SCHD ) - 215,901 shares, 4.61% of the total portfolio. Shares added by 4.52%

New Purchase: Nike Inc (NKE)

Wellesley Investment Partners, LLC initiated holdings in Nike Inc. The purchase prices were between $49.62 and $52.67, with an estimated average price of $51.3. The stock is now traded at around $55.31. The impact to the portfolio due to this purchase was 0.18%. The holdings were 7,330 shares as of 2016-12-31.

New Purchase: Schlumberger Ltd (SLB)

Wellesley Investment Partners, LLC initiated holdings in Schlumberger Ltd. The purchase prices were between $77.76 and $86.38, with an estimated average price of $81.96. The stock is now traded at around $81.21. The impact to the portfolio due to this purchase was 0.14%. The holdings were 3,374 shares as of 2016-12-31.

New Purchase: Air Products & Chemicals Inc (APD)

Wellesley Investment Partners, LLC initiated holdings in Air Products & Chemicals Inc. The purchase prices were between $132.26 and $149.64, with an estimated average price of $139.95. The stock is now traded at around $138.54. The impact to the portfolio due to this purchase was 0.14%. The holdings were 1,983 shares as of 2016-12-31.

New Purchase: Chevron Corp (CVX)

Wellesley Investment Partners, LLC initiated holdings in Chevron Corp. The purchase prices were between $99.92 and $118.77, with an estimated average price of $108.9. The stock is now traded at around $112.26. The impact to the portfolio due to this purchase was 0.13%. The holdings were 2,243 shares as of 2016-12-31.

New Purchase: Colgate-Palmolive Co (CL)

Wellesley Investment Partners, LLC initiated holdings in Colgate-Palmolive Co. The purchase prices were between $64.63 and $73.62, with an estimated average price of $68.57. The stock is now traded at around $66.60. The impact to the portfolio due to this purchase was 0.13%. The holdings were 3,980 shares as of 2016-12-31.

New Purchase: General Mills Inc (GIS)

Wellesley Investment Partners, LLC initiated holdings in General Mills Inc. The purchase prices were between $60.59 and $63.88, with an estimated average price of $61.95. The stock is now traded at around $63.06. The impact to the portfolio due to this purchase was 0.12%. The holdings were 4,059 shares as of 2016-12-31.

Added: Cardinal Health Inc (CAH)

Wellesley Investment Partners, LLC added to the holdings in Cardinal Health Inc by 41.52%. The purchase prices were between $65.17 and $76.71, with an estimated average price of $72.29. The stock is now traded at around $77.45. The impact to the portfolio due to this purchase was 0.12%. The holdings were 11,660 shares as of 2016-12-31.

Added: Walt Disney Co (DIS)

Wellesley Investment Partners, LLC added to the holdings in Walt Disney Co by 25.59%. The purchase prices were between $90.83 and $105.56, with an estimated average price of $97.5. The stock is now traded at around $109.49. The impact to the portfolio due to this purchase was 0.11%. The holdings were 10,111 shares as of 2016-12-31.

Added: Goldman Sachs Group Inc (GS)

Wellesley Investment Partners, LLC added to the holdings in Goldman Sachs Group Inc by 30.66%. The purchase prices were between $161.07 and $243.09, with an estimated average price of $203.06. The stock is now traded at around $241.55. The impact to the portfolio due to this purchase was 0.09%. The holdings were 3,205 shares as of 2016-12-31.

Added: Duke Energy Corp (DUK)

Wellesley Investment Partners, LLC added to the holdings in Duke Energy Corp by 50.45%. The purchase prices were between $72.75 and $80.02, with an estimated average price of $76.59. The stock is now traded at around $77.75. The impact to the portfolio due to this purchase was 0.08%. The holdings were 6,006 shares as of 2016-12-31.

Added: Nielsen Holdings PLC (NLSN)

Wellesley Investment Partners, LLC added to the holdings in Nielsen Holdings PLC by 50.33%. The purchase prices were between $41.95 and $54.93, with an estimated average price of $45.95. The stock is now traded at around $43.18. The impact to the portfolio due to this purchase was 0.08%. The holdings were 11,081 shares as of 2016-12-31.

Added: Amgen Inc (AMGN)

Wellesley Investment Partners, LLC added to the holdings in Amgen Inc by 39.10%. The purchase prices were between $135.22 and $168.31, with an estimated average price of $150.5. The stock is now traded at around $167.47. The impact to the portfolio due to this purchase was 0.08%. The holdings were 4,013 shares as of 2016-12-31.

Sold Out: NextEra Energy Inc (NEE)

Wellesley Investment Partners, LLC sold out the holdings in NextEra Energy Inc. The sale prices were between $112.95 and $128, with an estimated average price of $119.51.

Sold Out: Coca-Cola Co (KO)

Wellesley Investment Partners, LLC sold out the holdings in Coca-Cola Co. The sale prices were between $40.17 and $42.88, with an estimated average price of $41.62.

Sold Out: Adient PLC (ADNT)

Wellesley Investment Partners, LLC sold out the holdings in Adient PLC. The sale prices were between $44.2 and $58.6, with an estimated average price of $51.92.

Sold Out: AdvanSix Inc (ASIX)

Wellesley Investment Partners, LLC sold out the holdings in AdvanSix Inc. The sale prices were between $14.01 and $22.97, with an estimated average price of $17.96.

Reduced: Abbott Laboratories (ABT)

Wellesley Investment Partners, LLC reduced to the holdings in Abbott Laboratories by 38.21%. The sale prices were between $37.6 and $43.5, with an estimated average price of $39.65. The stock is now traded at around $42.54. The impact to the portfolio due to this sale was -0.08%. Wellesley Investment Partners, LLC still held 5,813 shares as of 2016-12-31.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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