0001533551-14-000001.txt : 20140214 0001533551-14-000001.hdr.sgml : 20140214 20140213173333 ACCESSION NUMBER: 0001533551-14-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140213 EFFECTIVENESS DATE: 20140214 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: 14608143 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 true true 0001533551 XXXXXXXX 12-31-2013 12-31-2013 Wellesley Investment Advisors

20 WILLIAM STREET SUITE G-5 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-14868 N Paul Samuels 781-416-4000 Paul Samuels Wellesley MA 02-13-2014 0 91 1665395 false INFORMATION TABLE 2 13F.xml 13F AIR 2.25% 03/01/16 000361AM7 9937 9386 PRN SOLE 2027 0 7359 AGCO 1.25% 12/15/36 001084AM4 1292 886 PRN SOLE 0 0 886 AKRX 3.5% 06/01/16 009728AB2 370 130 PRN SOLE 0 0 130 ALR 3% 05/15/16 01449JAA3 23788 21075 PRN SOLE 2045 0 19030 ATK 3% 08/15/24 018804AK0 16410 10252 PRN SOLE 0 0 10252 AIMC 2.75% 03/01/31 02208RAE6 19815 14391 PRN SOLE 1000 0 13391 ARCP 3% 08/01/18 02917TAA2 31644 31624 PRN SOLE 10900 0 20724 ARCP 3.75% 12/15/20 02917TAB0 19678 19423 PRN SOLE 0 0 19423 NLY 5% 05/15/15 035710AB8 5690 5623 PRN SOLE 1800 0 3823 AAPL 0% 01/24/20 38141GMG6 31181 31538 PRN SOLE 0 0 31538 AAPL/WF 0% 01/24/20 94986RPJ4 20187 20295 PRN SOLE 8828 0 11467 AAPL/WF 0% 01/24/20 94986RQJ3 8936 8984 PRN SOLE 2800 0 6184 ARCC 4.75% 01/15/18 04010LAJ2 4012 3801 PRN SOLE 300 0 3501 ARCC 4.88% 03/15/17 04010LAG8 10435 9920 PRN SOLE 1505 0 8415 ARCC 5.13% 06/01/16 04010LAD5 9076 8507 PRN SOLE 0 0 8507 AUXL 1.5% 07/15/18 05334DAA5 31329 28256 PRN SOLE 6700 0 21556 B 3.38% 03/15/27 067806AD1 1325 978 PRN SOLE 0 0 978 BGCP 4.5% 07/15/16 05541TAD3 23386 22379 PRN SOLE 3603 0 18776 EPAY 1.5% 12/01/17 101388AA4 6605 4911 PRN SOLE 500 0 4411 BRS 3% 06/15/38 110394AC7 14069 11473 PRN SOLE 0 0 11473 BSFT 1.5% 07/01/18 11133BAB8 39778 39384 PRN SOLE 5700 0 33684 CACI 2.13% 05/01/14 127190AD8 475 355 PRN SOLE 0 0 355 GTLS 2% 08/01/18 16115QAC4 7523 4871 PRN SOLE 0 0 4871 CHK 2.5% 05/15/37 165167BZ9 4823 4752 PRN SOLE 1800 0 2952 OUTR 4% 09/01/14 19259PAF9 1691 1007 PRN SOLE 0 0 1007 CMTL 3% 05/01/29 205826AF7 12868 12241 PRN SOLE 0 0 12241 CBST 2.5% 11/01/17 229678AD9 9769 4016 PRN SOLE 0 0 4016 TRAK 1.5% 03/15/17 242309AB8 469 339 PRN SOLE 0 0 339 DHI 2% 05/15/14 23331ABB4 808 468 PRN SOLE 0 0 468 ENS 3.38% 06/01/38 29275YAA0 12273 6961 PRN SOLE 0 0 6961 EQIX 3% 10/15/14 29444UAG1 3320 2103 PRN SOLE 0 0 2103 FOR 3.75% 03/01/20 346232AB7 27207 23556 PRN SOLE 3500 0 20056 GILD 1.63% 05/01/16 375558AP8 963 292 PRN SOLE 0 0 292 GOOG 0% 03/28/16 38143UTC5 40070 26874 PRN SOLE 4000 0 22874 GPRE 5.75% 11/01/15 393222AB0 7309 4987 PRN SOLE 0 0 4987 GBX 3.5% 04/01/18 393657AH4 65970 55554 PRN SOLE 9200 0 46354 GPI 2.25% 06/15/36 398905AE9 13772 10892 PRN SOLE 0 0 10892 GTAT 3% 10/01/17 36191UAA4 417 304 PRN SOLE 0 0 304 GTAT 3% 12/15/20 36191UAB2 14894 14638 PRN SOLE 4000 0 10638 HLX 3.25% 03/15/32 42330PAG2 8303 6937 PRN SOLE 0 0 6937 HTGC 6% 04/15/16 427096AB8 21973 15751 PRN SOLE 1100 0 14651 HOLX 2% 03/01/42 436440AC5 11179 10946 PRN SOLE 636 0 10310 HOS 1.5% 09/01/19 440543AN6 5852 4925 PRN SOLE 2000 0 2925 ZINC 3.8% 07/01/17 440694AB3 14567 11431 PRN SOLE 1300 0 10131 IART 1.63% 12/15/16 457985AK5 70561 65410 PRN SOLE 11810 0 53600 INTC 0% 06/12/20 94986RQF1 55194 55995 PRN SOLE 11330 0 44665 IP 0% 06/17/20 94986RQH7 50545 52006 PRN SOLE 11280 0 40726 XXIA 3% 12/15/15 45071RAB5 11787 10939 PRN SOLE 0 0 10939 LUK 3.88% 11/01/29 472319AG7 7326 6924 PRN SOLE 362 0 6562 JBLU 6.75% 10/15/39 477143AF8 3601 2000 PRN SOLE 1000 0 1000 KCAP 8.75% 03/15/16 500233AB7 7380 6582 PRN SOLE 2916 0 3666 LRCX 1.25% 05/15/18 512807AL2 12920 10579 PRN SOLE 2000 0 8579 LRCX 0.5% 05/15/16 512807AJ7 8391 7369 PRN SOLE 800 0 6569 LPNT 3.5% 05/15/14 53219LAH2 11973 11016 PRN SOLE 0 0 11016 LLTC 3% 05/01/27 535678AC0 9203 8073 PRN SOLE 0 0 8073 MHO 3% 03/01/18 55292PAB1 47941 43093 PRN SOLE 11549 0 31544 MENT 4% 04/01/31 587200AK2 14848 11169 PRN SOLE 0 0 11169 MTH 1.88% 09/15/32 59001AAR3 32276 28674 PRN SOLE 6500 0 22174 MOH 3.75% 10/01/14 60855RAA8 3420 2871 PRN SOLE 0 0 2871 NR 4% 10/01/17 651718AC2 26940 20067 PRN SOLE 0 0 20067 AUQ 3.5% 10/01/16 666416AB8 24679 25640 PRN SOLE 7043 0 18597 NUAN 2.75% 11/01/31 67020YAF7 10587 10838 PRN SOLE 0 0 10838 OCR 3.25% 12/15/35 681904AL2 3131 2930 PRN SOLE 1100 0 1830 ONNN 2.63% 12/15/26 682189AH8 31859 28848 PRN SOLE 8500 0 20348 PLAB 3.25% 04/01/16 719405AH5 33250 28819 PRN SOLE 7500 0 21319 PSEC 5.375% 10/15/17 74348TAK8 22256 21213 PRN SOLE 7000 0 14213 PSEC 5.5% 08/15/16 74348TAD4 33847 32312 PRN SOLE 1943 0 30369 PSEC 5.75% 03/15/18 74348TAL6 2619 2485 PRN SOLE 0 0 2485 RWT 4.63% 04/15/18 758075AB1 37526 35974 PRN SOLE 5800 0 30174 RSO 6% 12/01/18 76120WAA2 42623 42490 PRN SOLE 11900 0 30590 RGLD 2.88% 06/15/19 780287AA6 31887 33001 PRN SOLE 7080 0 25921 RPM 2.25% 12/15/20 749685AT0 12681 11405 PRN SOLE 2456 0 8949 RTI 1.63% 10/15/19 74973WAB3 15943 15175 PRN SOLE 900 0 14275 RYL 0.25% 06/01/19 783764AS2 39956 42591 PRN SOLE 7913 0 34678 SLXP 1.5% 03/15/19 795435AE6 45140 30181 PRN SOLE 6000 0 24181 SNDK 1.5% 08/15/17 80004CAD3 16540 11223 PRN SOLE 0 0 11223 CKH 2.5% 12/15/27 811904AM3 472 385 PRN SOLE 0 0 385 STWD 4% 01/15/19 85571BAB1 8687 7853 PRN SOLE 545 0 7308 STWD 4.55% 03/01/18 85571BAA3 46410 41834 PRN SOLE 7137 0 34697 STLD 5.13% 06/15/14 858119AP5 1238 1052 PRN SOLE 0 0 1052 SWC 1.75% 10/15/32 86074QAL6 13379 11932 PRN SOLE 0 0 11932 SGY 1.75% 03/01/17 861642AN6 14704 13262 PRN SOLE 3000 0 10262 TTWO 1% 07/01/18 874054AD1 13416 12516 PRN SOLE 2100 0 10416 TFX 3.88% 08/01/17 879369AA4 12076 7655 PRN SOLE 0 0 7655 MDCO 1.38% 06/01/17 584688AC9 962 640 PRN SOLE 0 0 640 TITN 3.75% 05/01/19 88830RAB7 52692 61628 PRN SOLE 14400 0 47228 TRN 3.88% 06/01/36 896522AF6 38830 29375 PRN SOLE 2000 0 27375 UTHR 1% 09/15/16 91307CAF9 20209 8500 PRN SOLE 4000 0 4500 WNC 3.38% 05/01/18 929566AH0 40982 31389 PRN SOLE 3500 0 27889 WAC 4.5% 11/01/19 93317WAA0 6663 6671 PRN SOLE 1500 0 5171 XLNX 2.63% 06/15/17 983919AF8 407 255 PRN SOLE 0 0 255