Wellesley Investment Partners, LLC Buys iShares 3-7 Year Treasury Bond ETF, Schwab Short-Term U.S. Treasury ETF, SPDR Barclays 1-3 Month T-Bill ETF, Sells Stryker Corp, iShares Russell 3000 ETF, Nike Inc

Author's Avatar
Feb 07, 2020
Article's Main Image
Investment company Wellesley Investment Partners, LLC (Current Portfolio) buys iShares 3-7 Year Treasury Bond ETF, Schwab Short-Term U.S. Treasury ETF, SPDR Barclays 1-3 Month T-Bill ETF, Global Partners LP, Vanguard REIT ETF, sells Stryker Corp, iShares Russell 3000 ETF, Nike Inc, Colgate-Palmolive Co, Merck Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Wellesley Investment Partners, LLC. As of 2019Q4, Wellesley Investment Partners, LLC owns 115 stocks with a total value of $323 million. These are the details of the buys and sells.

For the details of Wellesley Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wellesley+investment+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wellesley Investment Partners, LLC
  1. Vanguard Short-Term Bond ETF (BSV) - 422,764 shares, 10.54% of the total portfolio. Shares added by 3.10%
  2. iShares Core S&P 500 ETF (IVV) - 98,705 shares, 9.87% of the total portfolio. Shares reduced by 3.36%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 700,710 shares, 9.55% of the total portfolio. Shares added by 0.80%
  4. iShares 7-10 Year Treasury Bond ETF (IEF) - 277,835 shares, 9.47% of the total portfolio. Shares added by 5.42%
  5. iShares Core S&P Mid-Cap ETF (IJH) - 113,087 shares, 7.20% of the total portfolio. Shares reduced by 1.81%
New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)

Wellesley Investment Partners, LLC initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $125.16 and $127.24, with an estimated average price of $125.92. The stock is now traded at around $127.37. The impact to a portfolio due to this purchase was 0.32%. The holding were 8,150 shares as of .

New Purchase: SPDR Barclays 1-3 Month T-Bill ETF (BIL)

Wellesley Investment Partners, LLC initiated holding in SPDR Barclays 1-3 Month T-Bill ETF. The purchase prices were between $91.08 and $91.43, with an estimated average price of $91.27. The stock is now traded at around $91.47. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,898 shares as of .

New Purchase: Schwab Short-Term U.S. Treasury ETF (SCHO)

Wellesley Investment Partners, LLC initiated holding in Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $50.38 and $50.71, with an estimated average price of $50.53. The stock is now traded at around $50.61. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,185 shares as of .

New Purchase: Global Partners LP (GLP)

Wellesley Investment Partners, LLC initiated holding in Global Partners LP. The purchase prices were between $19.52 and $20.69, with an estimated average price of $20.12. The stock is now traded at around $19.80. The impact to a portfolio due to this purchase was 0.17%. The holding were 26,517 shares as of .

New Purchase: Host Hotels & Resorts Inc (HST)

Wellesley Investment Partners, LLC initiated holding in Host Hotels & Resorts Inc. The purchase prices were between $16.31 and $18.86, with an estimated average price of $17.33. The stock is now traded at around $16.71. The impact to a portfolio due to this purchase was 0.09%. The holding were 15,328 shares as of .

New Purchase: Vanguard REIT ETF (VNQ)

Wellesley Investment Partners, LLC initiated holding in Vanguard REIT ETF. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $95.63. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,244 shares as of .

Added: Analog Devices Inc (ADI)

Wellesley Investment Partners, LLC added to a holding in Analog Devices Inc by 53.94%. The purchase prices were between $105.32 and $119.82, with an estimated average price of $112.87. The stock is now traded at around $113.18. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,894 shares as of .

Added: Diageo PLC (DEO)

Wellesley Investment Partners, LLC added to a holding in Diageo PLC by 29.98%. The purchase prices were between $158 and $169.01, with an estimated average price of $162.58. The stock is now traded at around $163.34. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,970 shares as of .

Added: Texas Instruments Inc (TXN)

Wellesley Investment Partners, LLC added to a holding in Texas Instruments Inc by 40.26%. The purchase prices were between $116.1 and $131.69, with an estimated average price of $123.39. The stock is now traded at around $129.63. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,076 shares as of .

Added: iShares Core MSCI EAFE ETF (IEFA)

Wellesley Investment Partners, LLC added to a holding in iShares Core MSCI EAFE ETF by 34.56%. The purchase prices were between $58.56 and $65.43, with an estimated average price of $62.77. The stock is now traded at around $64.87. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,657 shares as of .

Sold Out: Stryker Corp (SYK)

Wellesley Investment Partners, LLC sold out a holding in Stryker Corp. The sale prices were between $197.98 and $220.53, with an estimated average price of $207.49.

Sold Out: iShares Russell 3000 ETF (IWV)

Wellesley Investment Partners, LLC sold out a holding in iShares Russell 3000 ETF. The sale prices were between $167.8 and $189.08, with an estimated average price of $179.68.

Sold Out: Merck & Co Inc (MRK)

Wellesley Investment Partners, LLC sold out a holding in Merck & Co Inc. The sale prices were between $81.3 and $91.74, with an estimated average price of $86.22.

Sold Out: Colgate-Palmolive Co (CL)

Wellesley Investment Partners, LLC sold out a holding in Colgate-Palmolive Co. The sale prices were between $65.41 and $72.07, with an estimated average price of $68.12.

Sold Out: Chevron Corp (CVX)

Wellesley Investment Partners, LLC sold out a holding in Chevron Corp. The sale prices were between $111.71 and $122.28, with an estimated average price of $117.86.

Sold Out: Oracle Corp (ORCL)

Wellesley Investment Partners, LLC sold out a holding in Oracle Corp. The sale prices were between $52.7 and $56.89, with an estimated average price of $55.07.



Here is the complete portfolio of Wellesley Investment Partners, LLC. Also check out:

1. Wellesley Investment Partners, LLC's Undervalued Stocks
2. Wellesley Investment Partners, LLC's Top Growth Companies, and
3. Wellesley Investment Partners, LLC's High Yield stocks
4. Stocks that Wellesley Investment Partners, LLC keeps buying