0001533551-14-000003.txt : 20140513 0001533551-14-000003.hdr.sgml : 20140513 20140513125017 ACCESSION NUMBER: 0001533551-14-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140513 DATE AS OF CHANGE: 20140513 EFFECTIVENESS DATE: 20140513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wellesley Investment Advisors CENTRAL INDEX KEY: 0001533551 IRS NUMBER: 043154394 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14868 FILM NUMBER: 14836354 BUSINESS ADDRESS: STREET 1: 20 WILLIAM STREET STREET 2: SUITE G-5 CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 781-416-4000 MAIL ADDRESS: STREET 1: 20 WILLIAM STREET STREET 2: SUITE G-5 CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001533551 XXXXXXXX 03-31-2014 03-31-2014 Wellesley Investment Advisors

20 WILLIAM STREET SUITE G-5 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-14868 N Paul Samuels 781-591-5182 Paul Samuels Wellesley MA 05-13-2014 0 91 1557547 false INFORMATION TABLE 2 13F.xml AIR 2.25% 03/01/16 000361AM7 10488 10172 PRN SOLE 2027 0 8145 ALR 3% 05/15/16 01449JAA3 16516 17502 PRN SOLE 1000 0 16502 ATK 3% 08/15/24 018804AK0 7624 4085 PRN SOLE 0 0 4085 AIMC 2.75% 03/01/31 02208RAE6 7716 5418 PRN SOLE 0 0 5418 AMAG 2.5% 02/15/19 00163UAA4 6707 6611 PRN SOLE 5500 0 1111 ARCP 3% 08/01/18 02917TAA2 16633 15568 PRN SOLE 6000 0 9568 ARCP 3.75% 12/15/20 02917TAB0 27860 25337 PRN SOLE 0 0 25337 NLY 5% 05/15/15 035710AB8 8895 8531 PRN SOLE 1800 0 6731 ARI 5.5% 03/15/19 03762UAA3 23752 23183 PRN SOLE 14032 0 9151 AAPL 0% 01/24/20 38141GMG6 30055 31702 PRN SOLE 0 0 31702 AAPL 0% 01/24/20 94986RPJ4 10549 11100 PRN SOLE 8828 0 2272 AAPL 0% 01/24/20 94986RQJ3 5193 5464 PRN SOLE 2800 0 2664 ARCC 4.75% 01/15/18 04010LAJ2 13950 12835 PRN SOLE 300 0 12535 ARCC 4.875% 03/15/17 04010LAG8 11758 10986 PRN SOLE 1505 0 9481 ARCC 5.125% 06/01/16 04010LAD5 9627 8826 PRN SOLE 0 0 8826 ACRE 7% 12/15/15 04013VAB4 8324 7990 PRN SOLE 1500 0 6490 AUXL 1.5% 07/15/18 05334DAA5 28965 21841 PRN SOLE 6700 0 15141 B 3.375% 03/15/27 067806AD1 837 617 PRN SOLE 0 0 617 BGCP 4.5% 07/15/16 05541TAD3 25192 23463 PRN SOLE 3603 0 19860 BKCC 5.5% 02/15/18 092533AB4 32062 30550 PRN SOLE 13130 0 17420 BXMT 5.25% 12/01/18 09257WAA8 19114 16946 PRN SOLE 11985 0 4961 EPAY 1.5% 12/01/17 101388AA4 2612 1991 PRN SOLE 0 0 1991 BRS 3% 06/15/38 110394AC7 6755 5417 PRN SOLE 0 0 5417 BSFT 1.5% 07/01/18 11133BAB8 33887 32052 PRN SOLE 3000 0 29052 GTLS 2% 08/01/18 16115QAC4 2927 2176 PRN SOLE 0 0 2176 CHK 2.5% 05/15/37 165167BZ9 3191 3107 PRN SOLE 0 0 3107 OUTR 4% 09/01/14 19259PAF9 1179 654 PRN SOLE 0 0 654 CLNY 3.875% 01/15/21 19624RAB2 62009 59362 PRN SOLE 14208 0 45154 CMTL 3% 05/01/29 205826AF7 9138 8813 PRN SOLE 0 0 8813 CBST 2.5% 11/01/17 229678AD9 6506 2536 PRN SOLE 0 0 2536 DHI 2% 05/15/14 23331ABB4 410 245 PRN SOLE 0 0 245 ENS 3.375% 06/01/38 29275YAA0 7803 4467 PRN SOLE 0 0 4467 EQIX 3% 10/15/14 29444UAG1 2161 1302 PRN SOLE 0 0 1302 FOR 3.75% 03/01/20 346232AB7 31106 28942 PRN SOLE 3500 0 25442 GILD 1.625% 05/01/16 375558AP8 658 211 PRN SOLE 0 0 211 BASKET 0% 02/15/21 90270KAW9 38156 39409 PRN SOLE 13100 0 26309 GBX 3.5% 04/01/18 393657AH4 33665 23505 PRN SOLE 2100 0 21405 GPI 2.25% 06/15/36 398905AE9 5271 4350 PRN SOLE 0 0 4350 GTAT 3% 12/15/20 36191UAB2 27738 17050 PRN SOLE 7400 0 9650 HLX 3.25% 03/15/32 42330PAG2 8471 6851 PRN SOLE 0 0 6851 HTGC 6% 04/15/16 427096AB8 8272 6800 PRN SOLE 0 0 6800 HOLX 2% 03/01/42 436440AC5 21619 21076 PRN SOLE 5430 0 15646 HOS 1.5% 09/01/19 440543AN6 7594 6653 PRN SOLE 2000 0 4653 ZINC 3.8% 07/01/17 440694AB3 3665 2800 PRN SOLE 0 0 2800 IART 1.625% 12/15/16 457985AK5 56335 52552 PRN SOLE 11810 0 40742 INTC 0% 06/05/20 94986RQF1 43385 44032 PRN SOLE 11330 0 32702 IP 0% 06/10/20 94986RQH7 37296 40009 PRN SOLE 11280 0 28729 XXIA 3% 12/15/15 45071RAB5 12214 11481 PRN SOLE 0 0 11481 LUK 3.875% 11/01/29 472319AG7 7527 6966 PRN SOLE 0 0 6966 KSU 0% 02/16/21 38147QMF0 24046 24969 PRN SOLE 12003 0 12966 KCAP 8.75% 03/15/16 500233AB7 5650 4849 PRN SOLE 2916 0 1933 LRCX 1.25% 05/15/18 512807AL2 3954 3175 PRN SOLE 0 0 3175 LRCX 0.5% 05/15/16 512807AJ7 4328 3733 PRN SOLE 0 0 3733 LPNT 3.5% 05/15/14 53219LAH2 8844 8221 PRN SOLE 0 0 8221 LLTC 3% 05/01/27 535678AC0 6149 5095 PRN SOLE 0 0 5095 MHO 3% 03/01/18 55292PAB1 34351 31978 PRN SOLE 11800 0 20178 MENT 4% 04/01/31 587200AK2 11169 8838 PRN SOLE 0 0 8838 MTH 1.875% 09/15/32 59001AAR3 26428 24843 PRN SOLE 6500 0 18343 MOH 3.75% 10/01/14 60855RAA8 3559 2836 PRN SOLE 0 0 2836 NR 4% 10/01/17 651718AC2 10986 8467 PRN SOLE 0 0 8467 AUQ 3.5% 10/01/16 666416AB8 22338 21266 PRN SOLE 7643 0 13623 NUAN 2.75% 11/01/31 67020YAF7 10861 10718 PRN SOLE 0 0 10718 OCR 3.25% 12/15/35 681904AL2 2503 2324 PRN SOLE 500 0 1824 ONNN 2.625% 12/15/26 682189AH8 11961 9709 PRN SOLE 1000 0 8709 PDLI 4% 02/01/18 69329YAF1 10529 9934 PRN SOLE 8200 0 1734 PLAB 3.25% 04/01/16 719405AH5 20254 18162 PRN SOLE 5000 0 13162 PSEC 5.375% 10/15/17 74348TAK8 16674 15591 PRN SOLE 9000 0 6591 PSEC 5.5% 08/15/16 74348TAD4 34354 32449 PRN SOLE 1743 0 30706 PSEC 5.75% 03/15/18 74348TAL6 2629 2474 PRN SOLE 0 0 2474 PSEC 5.875% 01/15/19 74348TAM4 2280 2144 PRN SOLE 500 0 1644 RWT 4.625% 04/15/18 758075AB1 41815 38448 PRN SOLE 7000 0 31448 RSO 6% 12/01/18 76120WAA2 34584 33812 PRN SOLE 12100 0 21712 RGLD 2.875% 06/15/19 780287AA6 29395 27894 PRN SOLE 6500 0 21394 RTI 1.625% 10/15/19 74973WAB3 34465 34639 PRN SOLE 5400 0 29239 RYL 0.25% 06/01/19 783764AS2 38975 41104 PRN SOLE 8213 0 32891 SLXP 1.5% 03/15/19 795435AE6 28701 16922 PRN SOLE 5000 0 11922 SNDK 1.5% 08/15/17 80004CAD3 13270 8061 PRN SOLE 0 0 8061 STWD 4% 01/15/19 85571BAB1 11621 10075 PRN SOLE 545 0 9530 STWD 4.55% 03/01/18 85571BAA3 38899 33844 PRN SOLE 6800 0 27044 STLD 5.125% 06/15/14 858119AP5 925 844 PRN SOLE 0 0 844 SWC 1.75% 10/15/32 86074QAL6 6204 4729 PRN SOLE 0 0 4729 SGY 1.75% 03/01/17 861642AN6 9146 7443 PRN SOLE 1000 0 6443 TTWO 1% 07/01/18 874054AD1 11466 9305 PRN SOLE 1000 0 8305 TFX 3.875% 08/01/17 879369AA4 7668 4309 PRN SOLE 0 0 4309 TSLA 0.25% 03/01/19 88160RAB7 32721 35344 PRN SOLE 12000 0 23344 MDCO 1.375% 06/01/17 584688AC9 762 624 PRN SOLE 0 0 624 TITN 3.75% 05/01/19 88830RAB7 43589 50390 PRN SOLE 14600 0 35790 TTMI 1.75% 12/15/20 87305RAD1 54516 48827 PRN SOLE 12000 0 36827 UTHR 1% 09/15/16 91307CAF9 8759 4400 PRN SOLE 4000 0 400 WNC 3.375% 05/01/18 929566AH0 28387 20184 PRN SOLE 2100 0 18084 WAC 4.5% 11/01/19 93317WAA0 4465 4639 PRN SOLE 100 0 4539