West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $548,506 (100.0% shares, 0.0% debt)

Holdings (118)

LEVEL 3 COMMUNICATIONS INC 18.1%
Value ($000) $99,387 Shares 1,930,211 Est. Cost $22.20 Unrealized
CHIMERA INVT CORP 12.3%
Value ($000) $67,414 Shares 4,293,875 Est. Cost $13.69 Unrealized
SUI SUN CMNTYS INC 4.1%
Value ($000) $22,506 Shares 293,657 Est. Cost $68.47 Unrealized
WEST CORP 3.7%
Value ($000) $20,335 Shares 1,034,345 Est. Cost $23.48 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 3.6%
Value ($000) $19,868 Shares 679,022 Est. Cost $51.23 Unrealized
CYS INVTS INC 3.3%
Value ($000) $17,908 Shares 2,139,532 Est. Cost $8.46 Unrealized
SPX CORP 3.1%
Value ($000) $16,730 Shares 3,515 Est. Cost Unrealized
SYK STRYKER CORP 2.9%
Value ($000) $15,724 Shares 131,220 Est. Cost $56.92 Unrealized +76.3%
ANNALY CAP MGMT INC 2.7%
Value ($000) $15,075 Shares 1,361,822 Est. Cost $12.54 Unrealized
BKD BROOKDALE SR LIVING INC 2.3%
Value ($000) $12,521 Shares 810,940 Est. Cost $25.17 Unrealized -30.7%
BARRICK GOLD CORP 2.3%
Value ($000) $12,430 Shares 582,197 Est. Cost $14.59 Unrealized
TWO HBRS INVT CORP 2.0%
Value ($000) $11,194 Shares 1,307,654 Est. Cost $10.07 Unrealized
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $10,311 Shares 69,400 Est. Cost $120.06 Unrealized +6.5%
SLRC SOLAR CAP LTD 1.7%
Value ($000) $9,125 Shares 479,013 Est. Cost $6.98 Unrealized +5.9%
MFA FINL INC 1.6%
Value ($000) $8,857 Shares 1,218,300 Est. Cost $7.97 Unrealized
MVC CAPITAL INC 1.5%
Value ($000) $8,003 Shares 995,423 Est. Cost $11.38 Unrealized
ELLINGTON FINANCIAL LLC 1.4%
Value ($000) $7,577 Shares 442,344 Est. Cost $22.62 Unrealized
NEM NEWMONT MINING CORP 1.4%
Value ($000) $7,541 Shares 192,763 Est. Cost $17.09 Unrealized +52.2%
SOLAR SR CAP LTD 1.4%
Value ($000) $7,453 Shares 462,645 Est. Cost $16.13 Unrealized
ARI APOLLO COML REAL EST FIN INC 1.1%
Value ($000) $6,256 Shares 389,286 Est. Cost $15.82 Unrealized
ALLIED WRLD ASSUR COM HLDG A 1.0%
Value ($000) $5,286 Shares 150,440 Est. Cost $55.85 Unrealized
ZAIS FINL CORP 0.9%
Value ($000) $5,173 Shares 377,284 Est. Cost $17.26 Unrealized
PNNT PENNANTPARK INVT CORP 0.9%
Value ($000) $5,109 Shares 748,056 Est. Cost $2.40 Unrealized -15.8%
NMFC NEW MTN FIN CORP 0.9%
Value ($000) $4,960 Shares 384,462 Est. Cost $4.01 Unrealized +11.0%
THL CR INC 0.9%
Value ($000) $4,933 Shares 443,215 Est. Cost $11.82 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.9%
Value ($000) $4,896 Shares 244,902 Est. Cost $22.59 Unrealized -12.6%
FDUS FIDUS INVT CORP 0.8%
Value ($000) $4,569 Shares 299,230 Est. Cost $4.72 Unrealized +11.3%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $3,911 Shares 60,000 Est. Cost $23.76 Unrealized +4.0%
PFLT PENNANTPARK FLOATING RATE CA 0.7%
Value ($000) $3,834 Shares 309,184 Est. Cost $4.18 Unrealized +6.4%
SYF SYNCHRONY FINL 0.6%
Value ($000) $3,548 Shares 140,362 Est. Cost $25.00 Unrealized -7.1%
NUSTAR ENERGY LP 0.6%
Value ($000) $3,506 Shares 70,406 Est. Cost $45.65 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $3,443 Shares 120,000 Est. Cost $15.24 Unrealized +36.9%
C CITIGROUP INC 0.6%
Value ($000) $3,366 Shares 79,400 Est. Cost $31.24 Unrealized +5.9%
STWD STARWOOD PPTY TR INC 0.6%
Value ($000) $3,333 Shares 160,853 Est. Cost $23.47 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.6%
Value ($000) $3,262 Shares 27,100 Est. Cost $67.30 Unrealized +55.4%
BXMT BLACKSTONE MTG TR INC 0.6%
Value ($000) $3,078 Shares 111,249 Est. Cost $27.85 Unrealized
MEDLEY CAP CORP 0.5%
Value ($000) $2,981 Shares 444,851 Est. Cost $8.74 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $2,966 Shares 84,247 Est. Cost $16.46 Unrealized +27.9%
NEWT NEWTEK BUSINESS SVCS CORP 0.5%
Value ($000) $2,883 Shares 226,647 Est. Cost $14.05 Unrealized -9.9%
FACTORSHARES TR 0.5%
Value ($000) $2,786 Shares 116,600 Est. Cost $25.72 Unrealized
TCP CAP CORP 0.5%
Value ($000) $2,554 Shares 167,136 Est. Cost $14.18 Unrealized
EXC EXELON CORP 0.5%
Value ($000) $2,545 Shares 70,000 Est. Cost $15.41 Unrealized +14.6%
HRZN HORIZON TECHNOLOGY FIN CORP 0.5%
Value ($000) $2,518 Shares 206,354 Est. Cost $3.32 Unrealized +17.2%
GENERAL ELECTRIC CO 0.5%
Value ($000) $2,517 Shares 79,952 Est. Cost $23.19 Unrealized
ENERGY TRANSFER PRTNRS L P 0.4%
Value ($000) $2,337 Shares 61,380 Est. Cost $52.20 Unrealized
KGC KINROSS GOLD CORP 0.4%
Value ($000) $2,266 Shares 463,352 Est. Cost $4.62 Unrealized +3.2%
GM GENERAL MTRS CO 0.4%
Value ($000) $2,221 Shares 78,479 Est. Cost $26.01 Unrealized -4.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,179 Shares 23,240 Est. Cost $53.69 Unrealized +7.8%
TC PIPELINES LP 0.4%
Value ($000) $2,176 Shares 38,000 Est. Cost $48.29 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,170 Shares 42,400 Est. Cost $26.70 Unrealized +72.2%
TENET HEALTHCARE CORP 0.4%
Value ($000) $2,073 Shares 75,000 Est. Cost $27.64 Unrealized
TRGP TARGA RES CORP 0.4%
Value ($000) $1,988 Shares 47,178 Est. Cost $15.07 Unrealized +68.9%
FIREEYE INC 0.4%
Value ($000) $1,973 Shares 119,800 Est. Cost $18.30 Unrealized
BUCKEYE PARTNERS L P 0.3%
Value ($000) $1,896 Shares 26,963 Est. Cost $69.06 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.3%
Value ($000) $1,870 Shares 24,600 Est. Cost $54.51 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,823 Shares 30,000 Est. Cost $50.49 Unrealized +9.4%
MB FINANCIAL INC NEW 0.3%
Value ($000) $1,814 Shares 50,000 Est. Cost $26.80 Unrealized
HTGC HERCULES CAPITAL INC 0.3%
Value ($000) $1,770 Shares 142,502 Est. Cost $11.24 Unrealized +8.1%
DOW CHEM CO 0.3%
Value ($000) $1,740 Shares 35,000 Est. Cost $51.48 Unrealized
AMERICAN CAPITAL AGENCY CORP 0.3%
Value ($000) $1,737 Shares 87,633 Est. Cost $20.16 Unrealized
RIG TRANSOCEAN LTD 0.3%
Value ($000) $1,440 Shares 121,138 Est. Cost $24.77 Unrealized -58.7%
JPMORGAN CHASE & CO 0.3%
Value ($000) $1,422 Shares 70,200 Est. Cost $23.69 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,418 Shares 18,000 Est. Cost $42.21 Unrealized +51.8%
ABBV ABBVIE INC 0.2%
Value ($000) $1,362 Shares 22,000 Est. Cost $26.55 Unrealized +54.3%
SYNA SYNAPTICS INC 0.2%
Value ($000) $1,348 Shares 25,073 Est. Cost $66.96 Unrealized +2.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,339 Shares 25,000 Est. Cost $37.73 Unrealized +6.8%
E M C CORP MASS 0.2%
Value ($000) $1,087 Shares 40,000 Est. Cost $23.63 Unrealized
SOLARCITY CORP 0.2%
Value ($000) $1,076 Shares 500 Est. Cost Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $1,005 Shares 21,174 Est. Cost $29.32 Unrealized +49.6%
TPG SPECIALTY LENDING INC 0.2%
Value ($000) $917 Shares 55,220 Est. Cost $16.14 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $910 Shares 20,000 Est. Cost $23.16 Unrealized +50.4%
LAYNE CHRISTENSEN CO 0.2%
Value ($000) $869 Shares 1,000,000 Est. Cost $0.70 Unrealized
BOARDWALK PIPELINE PARTNERS 0.2%
Value ($000) $869 Shares 49,796 Est. Cost $30.20 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $865 Shares 22,000 Est. Cost $28.85 Unrealized +15.6%
PLAINS GP HLDGS L P 0.2%
Value ($000) $855 Shares 82,000 Est. Cost $25.78 Unrealized
INVESCO MORTGAGE CAPITAL INC 0.2%
Value ($000) $833 Shares 60,834 Est. Cost $16.57 Unrealized
FS INVT CORP 0.1%
Value ($000) $820 Shares 90,600 Est. Cost $9.24 Unrealized
ISTAR INC 0.1%
Value ($000) $719 Shares 75,000 Est. Cost $11.29 Unrealized
COLONY STARWOOD HOMES 0.1%
Value ($000) $680 Shares 22,350 Est. Cost $24.74 Unrealized
SILVER BAY RLTY TR CORP 0.1%
Value ($000) $627 Shares 36,791 Est. Cost $16.55 Unrealized
GENERAL GROWTH PPTYS INC NEW 0.1%
Value ($000) $618 Shares 20,719 Est. Cost $19.87 Unrealized
AMERICAN CAP LTD 0.1%
Value ($000) $602 Shares 38,500 Est. Cost $14.80 Unrealized
TOTAL S A 0.1%
Value ($000) $601 Shares 12,500 Est. Cost $48.70 Unrealized
PMT PENNYMAC MTG INVT TR 0.1%
Value ($000) $576 Shares 35,500 Est. Cost $15.46 Unrealized
NUVEEN PREM INCOME MUN FD 0.1%
Value ($000) $575 Shares 37,251 Est. Cost $12.32 Unrealized
TRANSATLANTIC PETROLEUM LTD 0.1%
Value ($000) $563 Shares 686,528 Est. Cost $8.35 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $520 Shares 250 Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $480 Shares 24,000 Est. Cost $17.55 Unrealized -11.9%
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $478 Shares 36,573 Est. Cost $15.62 Unrealized
APOLLO INVT CORP 0.1%
Value ($000) $448 Shares 80,800 Est. Cost $8.48 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $433 Shares 1,700 Est. Cost Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $424 Shares 30,674 Est. Cost $11.12 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.1%
Value ($000) $416 Shares 800 Est. Cost $22.20 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $368 Shares 25,928 Est. Cost $5.84 Unrealized +1.6%
EATON VANCE MUN BD FD 0.1%
Value ($000) $361 Shares 25,500 Est. Cost $11.29 Unrealized
KBR KBR INC 0.1%
Value ($000) $357 Shares 27,000 Est. Cost $26.54 Unrealized -52.6%
EPR EPR PPTYS 0.1%
Value ($000) $355 Shares 4,400 Est. Cost $57.56 Unrealized
CALUMET SPECIALTY PRODS PTNR 0.1%
Value ($000) $341 Shares 69,547 Est. Cost $36.38 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $314 Shares 7,200 Est. Cost $39.96 Unrealized -17.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $304 Shares 250 Est. Cost Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $272 Shares 19,646 Est. Cost $15.02 Unrealized
VALE VALE S A 0.0%
Value ($000) $269 Shares 53,100 Est. Cost $13.15 Unrealized
SEADRILL LIMITED 0.0%
Value ($000) $265 Shares 500,000 Est. Cost $0.53 Unrealized
INVESCO MUN TR 0.0%
Value ($000) $254 Shares 17,900 Est. Cost $11.60 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $246 Shares 200 Est. Cost $120.06 Unrealized +6.5%
PENNEY J C INC 0.0%
Value ($000) $222 Shares 25,000 Est. Cost $8.62 Unrealized
AMERICAN CAP LTD 0.0%
Value ($000) $212 Shares 1,800 Est. Cost $14.80 Unrealized
ZAIS GROUP HLDGS INC 0.0%
Value ($000) $153 Shares 54,355 Est. Cost $9.16 Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $151 Shares 669 Est. Cost $25.17 Unrealized -30.7%
VALE S A 0.0%
Value ($000) $150 Shares 37,500 Est. Cost $12.16 Unrealized
OCWEN FINL CORP 0.0%
Value ($000) $131 Shares 76,400 Est. Cost $13.85 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $125 Shares 300 Est. Cost $50.49 Unrealized +9.4%
MSFT MICROSOFT CORP 0.0%
Value ($000) $120 Shares 300 Est. Cost $26.70 Unrealized +72.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $87 Shares 150 Est. Cost $37.73 Unrealized +6.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $27 Shares 300 Est. Cost $26.01 Unrealized -4.6%
SPX CORP 0.0%
Value ($000) $17 Shares 600 Est. Cost Unrealized
LEVEL 3 COMMUNICATIONS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.20 Unrealized
OCWEN FINL CORP 0.0%
Value ($000) $2 Shares 400 Est. Cost $13.85 Unrealized