West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value ($000): $377,576 (98.2% shares, 1.8% debt)

Holdings (105)

LEVEL 3 COMMUNICATIONS INC 14.8%
Value ($000) $55,967 Shares 2,655,006 Est. Cost $21.08 Unrealized
CHIMERA INVT CORP 11.9%
Value ($000) $44,756 Shares 14,918,452 Est. Cost $3.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 5.6%
Value ($000) $21,101 Shares 339,511 Est. Cost $62.15 Unrealized
BKD BROOKDALE SR LIVING INC 5.6%
Value ($000) $20,997 Shares 794,140 Est. Cost $27.55 Unrealized 0.0%
ANNALY CAP MGMT INC 4.5%
Value ($000) $16,867 Shares 1,341,822 Est. Cost $12.57 Unrealized
GS GOLDMAN SACHS GROUP INC 3.6%
Value ($000) $13,522 Shares 89,400 Est. Cost $120.06 Unrealized 0.0%
SYK STRYKER CORP 3.4%
Value ($000) $13,009 Shares 201,120 Est. Cost $56.92 Unrealized 0.0%
MSFT MICROSOFT CORP 3.0%
Value ($000) $11,400 Shares 330,000 Est. Cost $26.70 Unrealized 0.0%
TWO HBRS INVT CORP 2.8%
Value ($000) $10,492 Shares 1,023,554 Est. Cost $10.25 Unrealized
GENERAL ELECTRIC CO 2.8%
Value ($000) $10,484 Shares 452,069 Est. Cost $23.19 Unrealized
CYS INVTS INC 2.8%
Value ($000) $10,468 Shares 1,136,626 Est. Cost $9.21 Unrealized
ARI APOLLO COML REAL EST FIN INC 1.8%
Value ($000) $6,956 Shares 438,006 Est. Cost $15.88 Unrealized
LEVEL 3 COMMUNICATIONS INC 1.8%
Value ($000) $6,822 Shares 5,000,000 Est. Cost $1.36 Unrealized
ELLINGTON FINANCIAL LLC 1.8%
Value ($000) $6,783 Shares 297,374 Est. Cost $22.81 Unrealized
MFA FINL INC 1.6%
Value ($000) $6,046 Shares 715,500 Est. Cost $8.45 Unrealized
ALLIED WRLD ASSUR COM HLDG A 1.4%
Value ($000) $5,352 Shares 58,480 Est. Cost $91.52 Unrealized
NMFC NEW MTN FIN CORP 1.3%
Value ($000) $4,811 Shares 339,800 Est. Cost $3.91 Unrealized 0.0%
ZBH ZIMMER HLDGS INC 1.2%
Value ($000) $4,466 Shares 59,600 Est. Cost $67.30 Unrealized 0.0%
RIG TRANSOCEAN LTD 1.2%
Value ($000) $4,370 Shares 91,138 Est. Cost $50.97 Unrealized 0.0%
MVC CAPITAL INC 1.1%
Value ($000) $4,312 Shares 342,520 Est. Cost $12.59 Unrealized
HOME LN SERVICING SOLUTIONS 1.1%
Value ($000) $4,065 Shares 169,600 Est. Cost $23.97 Unrealized
REGENCY ENERGY PARTNERS L P 1.1%
Value ($000) $4,014 Shares 148,835 Est. Cost $26.97 Unrealized
ZAIS FINL CORP 1.0%
Value ($000) $3,854 Shares 212,082 Est. Cost $18.17 Unrealized
TARGA RESOURCES PARTNERS LP 1.0%
Value ($000) $3,839 Shares 76,095 Est. Cost $50.45 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $3,427 Shares 122,347 Est. Cost $16.46 Unrealized 0.0%
PNNT PENNANTPARK INVT CORP 0.9%
Value ($000) $3,399 Shares 307,624 Est. Cost $2.41 Unrealized 0.0%
NUSTAR ENERGY LP 0.9%
Value ($000) $3,214 Shares 70,406 Est. Cost $45.65 Unrealized
TOTAL S A 0.8%
Value ($000) $2,922 Shares 60,000 Est. Cost $48.70 Unrealized
SLRC SOLAR CAP LTD 0.8%
Value ($000) $2,920 Shares 126,462 Est. Cost $7.36 Unrealized 0.0%
CSCO CISCO SYS INC 0.8%
Value ($000) $2,920 Shares 120,000 Est. Cost $15.24 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.7%
Value ($000) $2,766 Shares 111,753 Est. Cost $24.75 Unrealized
CALUMET SPECIALTY PRODS PTNR 0.7%
Value ($000) $2,530 Shares 69,547 Est. Cost $36.38 Unrealized
SOLAR SR CAP LTD 0.6%
Value ($000) $2,430 Shares 131,980 Est. Cost $18.41 Unrealized
COMCAST CORP NEW 0.6%
Value ($000) $2,380 Shares 60,000 Est. Cost $39.67 Unrealized
TRAVELCENTERS OF AMERICA LLC 0.6%
Value ($000) $2,276 Shares 208,000 Est. Cost $10.94 Unrealized
MEDLEY CAP CORP 0.6%
Value ($000) $2,168 Shares 159,611 Est. Cost $13.58 Unrealized
EXC EXELON CORP 0.6%
Value ($000) $2,162 Shares 70,000 Est. Cost $15.41 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,100 Shares 23,240 Est. Cost $53.69 Unrealized 0.0%
TRANSATLANTIC PETROLEUM LTD 0.5%
Value ($000) $2,051 Shares 2,972,018 Est. Cost $0.69 Unrealized
BUCKEYE PARTNERS L P 0.5%
Value ($000) $1,862 Shares 26,963 Est. Cost $69.06 Unrealized
TC PIPELINES LP 0.5%
Value ($000) $1,835 Shares 38,000 Est. Cost $48.29 Unrealized
JPMORGAN CHASE & CO 0.4%
Value ($000) $1,697 Shares 108,800 Est. Cost Unrealized
HRZN HORIZON TECHNOLOGY FIN CORP 0.4%
Value ($000) $1,557 Shares 113,334 Est. Cost $3.38 Unrealized 0.0%
BOARDWALK PIPELINE PARTNERS 0.4%
Value ($000) $1,504 Shares 49,796 Est. Cost $30.20 Unrealized
VALE VALE S A 0.4%
Value ($000) $1,389 Shares 105,600 Est. Cost $13.15 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,341 Shares 24,600 Est. Cost $54.51 Unrealized
MB FINANCIAL INC NEW 0.4%
Value ($000) $1,340 Shares 50,000 Est. Cost $26.80 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.3%
Value ($000) $1,274 Shares 95,000 Est. Cost $13.41 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $1,192 Shares 38,559 Est. Cost $29.32 Unrealized 0.0%
GM GENERAL MTRS CO 0.3%
Value ($000) $1,176 Shares 35,306 Est. Cost $23.62 Unrealized 0.0%
VODAFONE GROUP PLC NEW 0.3%
Value ($000) $1,150 Shares 40,000 Est. Cost $28.75 Unrealized
KKR FINL HLDGS LLC 0.3%
Value ($000) $1,082 Shares 102,541 Est. Cost $10.55 Unrealized
CUBI CUSTOMERS BANCORP INC 0.3%
Value ($000) $1,056 Shares 65,000 Est. Cost $15.14 Unrealized 0.0%
GENERAL GROWTH PPTYS INC NEW 0.3%
Value ($000) $1,008 Shares 50,719 Est. Cost $19.87 Unrealized
INVESCO MORTGAGE CAPITAL INC 0.3%
Value ($000) $1,008 Shares 60,834 Est. Cost $16.57 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $956 Shares 1,175 Est. Cost $23.62 Unrealized 0.0%
E M C CORP MASS 0.3%
Value ($000) $945 Shares 40,000 Est. Cost $23.63 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $910 Shares 22,000 Est. Cost $26.55 Unrealized 0.0%
TRIUS THERAPEUTICS INC 0.2%
Value ($000) $894 Shares 110,424 Est. Cost $8.10 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $884 Shares 18,000 Est. Cost $42.21 Unrealized 0.0%
KBR KBR INC 0.2%
Value ($000) $878 Shares 27,000 Est. Cost $26.54 Unrealized 0.0%
YPF YPF SOCIEDAD ANONIMA 0.2%
Value ($000) $849 Shares 57,500 Est. Cost $14.77 Unrealized
ISTAR FINL INC 0.2%
Value ($000) $847 Shares 75,000 Est. Cost $11.29 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.2%
Value ($000) $843 Shares 59,604 Est. Cost $4.10 Unrealized 0.0%
MFRI INC 0.2%
Value ($000) $838 Shares 73,704 Est. Cost $11.37 Unrealized
CABELAS INC 0.2%
Value ($000) $806 Shares 2,459 Est. Cost Unrealized
GENERAL MTRS CO 0.2%
Value ($000) $770 Shares 32,096 Est. Cost Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $767 Shares 22,000 Est. Cost $28.85 Unrealized 0.0%
AMERICAN CAPITAL AGENCY CORP 0.2%
Value ($000) $693 Shares 30,100 Est. Cost $23.02 Unrealized
THL CR INC 0.2%
Value ($000) $636 Shares 41,882 Est. Cost $15.19 Unrealized
VEOEY VEOLIA ENVIRONNEMENT 0.2%
Value ($000) $628 Shares 55,000 Est. Cost $11.42 Unrealized
SILVER BAY RLTY TR CORP 0.2%
Value ($000) $609 Shares 36,791 Est. Cost $16.55 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $571 Shares 20,000 Est. Cost $23.16 Unrealized 0.0%
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $569 Shares 32,536 Est. Cost $5.68 Unrealized 0.0%
XYL XYLEM INC 0.1%
Value ($000) $539 Shares 20,000 Est. Cost $23.44 Unrealized 0.0%
GENERAL MTRS CO 0.1%
Value ($000) $525 Shares 32,096 Est. Cost Unrealized
VALE S A 0.1%
Value ($000) $456 Shares 37,500 Est. Cost $12.16 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $436 Shares 7,200 Est. Cost $39.96 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $413 Shares 5,200 Est. Cost Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $372 Shares 6,666 Est. Cost $55.81 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.1%
Value ($000) $360 Shares 1,000 Est. Cost $21.08 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $325 Shares 21,000 Est. Cost $7.61 Unrealized 0.0%
BARRICK GOLD CORP 0.1%
Value ($000) $303 Shares 19,250 Est. Cost $15.74 Unrealized
ITT CORP NEW 0.1%
Value ($000) $294 Shares 10,000 Est. Cost $29.40 Unrealized
SANDRIDGE ENERGY INC 0.1%
Value ($000) $291 Shares 61,162 Est. Cost $4.76 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $290 Shares 7,600 Est. Cost $20.66 Unrealized 0.0%
EXELIS INC 0.1%
Value ($000) $276 Shares 20,000 Est. Cost $13.80 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $234 Shares 600 Est. Cost $56.92 Unrealized 0.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $213 Shares 2,320 Est. Cost $26.70 Unrealized 0.0%
AAPL APPLE INC 0.1%
Value ($000) $198 Shares 500 Est. Cost $13.16 Unrealized 0.0%
HEWLETT PACKARD CO 0.0%
Value ($000) $174 Shares 7,000 Est. Cost $24.86 Unrealized
INTREPID POTASH INC 0.0%
Value ($000) $173 Shares 9,100 Est. Cost $19.01 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $163 Shares 300 Est. Cost $120.06 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value ($000) $126 Shares 50 Est. Cost $13.16 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $92 Shares 1,100 Est. Cost $23.19 Unrealized
NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $81 Shares 12,000 Est. Cost $6.75 Unrealized
PENNEY J C INC 0.0%
Value ($000) $80 Shares 500 Est. Cost Unrealized
PFE PFIZER INC 0.0%
Value ($000) $73 Shares 966 Est. Cost $16.46 Unrealized 0.0%
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $70 Shares 2,000 Est. Cost $27.55 Unrealized 0.0%
NEWCASTLE INVT CORP 0.0%
Value ($000) $63 Shares 12,000 Est. Cost $5.25 Unrealized
OCWEN FINL CORP 0.0%
Value ($000) $48 Shares 100 Est. Cost $480.00 Unrealized
SONY SONY CORP 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $21.00 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $42 Shares 1,000 Est. Cost Unrealized
AAPL APPLE INC 0.0%
Value ($000) $27 Shares 245 Est. Cost $13.16 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $15.74 Unrealized