West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $538,467 (100.0% shares, 0.0% debt)

Holdings (109)

LEVEL 3 COMMUNICATIONS INC 16.6%
Value ($000) $89,523 Shares 1,930,211 Est. Cost $22.20 Unrealized
CHIMERA INVT CORP 11.7%
Value ($000) $62,911 Shares 3,944,275 Est. Cost $13.69 Unrealized
SUI SUN CMNTYS INC 4.3%
Value ($000) $23,046 Shares 293,657 Est. Cost $68.47 Unrealized
WEST CORP 4.3%
Value ($000) $22,898 Shares 1,034,345 Est. Cost $23.48 Unrealized
SPX CORP 3.7%
Value ($000) $19,728 Shares 600 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 3.5%
Value ($000) $18,761 Shares 679,022 Est. Cost $51.23 Unrealized
CYS INVTS INC 3.5%
Value ($000) $18,657 Shares 2,139,532 Est. Cost $8.46 Unrealized
ANNALY CAP MGMT INC 2.7%
Value ($000) $14,299 Shares 1,361,822 Est. Cost $12.54 Unrealized
BKD BROOKDALE SR LIVING INC 2.6%
Value ($000) $14,151 Shares 810,940 Est. Cost $25.17 Unrealized -31.5%
SYK STRYKER CORP 2.6%
Value ($000) $14,111 Shares 131,220 Est. Cost $56.92 Unrealized +84.3%
TWO HBRS INVT CORP 2.1%
Value ($000) $11,154 Shares 1,307,654 Est. Cost $10.07 Unrealized
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $11,128 Shares 69,000 Est. Cost $120.06 Unrealized +11.4%
BARRICK GOLD CORP 1.9%
Value ($000) $10,317 Shares 582,197 Est. Cost $14.59 Unrealized
SLRC SOLAR CAP LTD 1.8%
Value ($000) $9,829 Shares 479,013 Est. Cost $6.98 Unrealized +19.7%
MFA FINL INC 1.7%
Value ($000) $9,113 Shares 1,218,300 Est. Cost $7.97 Unrealized
MVC CAPITAL INC 1.7%
Value ($000) $9,052 Shares 1,091,953 Est. Cost $11.11 Unrealized
NEM NEWMONT MINING CORP 1.4%
Value ($000) $7,574 Shares 192,763 Est. Cost $17.09 Unrealized +90.7%
SOLAR SR CAP LTD 1.4%
Value ($000) $7,502 Shares 462,777 Est. Cost $16.13 Unrealized
ELLINGTON FINANCIAL LLC 1.4%
Value ($000) $7,374 Shares 442,344 Est. Cost $22.62 Unrealized
ARI APOLLO COML REAL EST FIN INC 1.2%
Value ($000) $6,373 Shares 389,286 Est. Cost $15.82 Unrealized
PNNT PENNANTPARK INVT CORP 1.0%
Value ($000) $5,625 Shares 748,056 Est. Cost $2.40 Unrealized +2.0%
ZAIS FINL CORP 1.0%
Value ($000) $5,444 Shares 377,284 Est. Cost $17.26 Unrealized
ALLIED WRLD ASSUR COM HLDG A 1.0%
Value ($000) $5,188 Shares 128,340 Est. Cost $55.85 Unrealized
NMFC NEW MTN FIN CORP 0.9%
Value ($000) $4,823 Shares 350,515 Est. Cost $4.01 Unrealized +25.2%
FDUS FIDUS INVT CORP 0.9%
Value ($000) $4,722 Shares 229,830 Est. Cost $4.72 Unrealized +17.7%
THL CR INC 0.9%
Value ($000) $4,649 Shares 487,803 Est. Cost $11.61 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.9%
Value ($000) $4,608 Shares 348,278 Est. Cost $4.26 Unrealized +14.1%
SPX CORP 0.8%
Value ($000) $4,510 Shares 3,515 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $3,980 Shares 60,000 Est. Cost $23.76 Unrealized +12.0%
SYF SYNCHRONY FINL 0.7%
Value ($000) $3,930 Shares 140,362 Est. Cost $25.00 Unrealized -12.1%
CSCO CISCO SYS INC 0.7%
Value ($000) $3,806 Shares 120,000 Est. Cost $15.24 Unrealized +51.4%
C CITIGROUP INC 0.7%
Value ($000) $3,750 Shares 79,400 Est. Cost $31.24 Unrealized +9.3%
GSBD GOLDMAN SACHS BDC INC 0.7%
Value ($000) $3,663 Shares 168,279 Est. Cost $22.59 Unrealized -7.5%
STWD STARWOOD PPTY TR INC 0.7%
Value ($000) $3,622 Shares 160,853 Est. Cost $23.47 Unrealized
NUSTAR ENERGY LP 0.6%
Value ($000) $3,491 Shares 70,406 Est. Cost $45.65 Unrealized
BXMT BLACKSTONE MTG TR INC 0.6%
Value ($000) $3,276 Shares 111,249 Est. Cost $27.85 Unrealized
MEDLEY CAP CORP 0.6%
Value ($000) $3,253 Shares 426,351 Est. Cost $8.74 Unrealized
FACTORSHARES TR 0.6%
Value ($000) $3,253 Shares 116,600 Est. Cost $25.72 Unrealized
NEWT NEWTEK BUSINESS SVCS CORP 0.6%
Value ($000) $3,232 Shares 226,647 Est. Cost $14.05 Unrealized -4.7%
ZBH ZIMMER BIOMET HLDGS INC 0.5%
Value ($000) $2,873 Shares 22,100 Est. Cost $67.30 Unrealized +70.0%
PFE PFIZER INC 0.5%
Value ($000) $2,853 Shares 84,247 Est. Cost $16.46 Unrealized +35.2%
TCP CAP CORP 0.5%
Value ($000) $2,738 Shares 167,136 Est. Cost $14.18 Unrealized
GM GENERAL MTRS CO 0.5%
Value ($000) $2,515 Shares 79,149 Est. Cost $26.01 Unrealized -0.6%
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,442 Shares 42,400 Est. Cost $26.70 Unrealized +88.3%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,368 Shares 79,952 Est. Cost $23.19 Unrealized
EXC EXELON CORP 0.4%
Value ($000) $2,330 Shares 70,000 Est. Cost $15.41 Unrealized +17.4%
TRGP TARGA RES CORP 0.4%
Value ($000) $2,317 Shares 47,178 Est. Cost $15.07 Unrealized +91.7%
ENERGY TRANSFER PRTNRS L P 0.4%
Value ($000) $2,271 Shares 61,380 Est. Cost $52.20 Unrealized
TC PIPELINES LP 0.4%
Value ($000) $2,167 Shares 38,000 Est. Cost $48.29 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,028 Shares 23,240 Est. Cost $53.69 Unrealized +9.0%
KGC KINROSS GOLD CORP 0.4%
Value ($000) $1,951 Shares 463,352 Est. Cost $4.62 Unrealized +4.3%
BUCKEYE PARTNERS L P 0.4%
Value ($000) $1,931 Shares 26,963 Est. Cost $69.06 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,921 Shares 30,000 Est. Cost $50.49 Unrealized +11.6%
FIREEYE INC 0.3%
Value ($000) $1,765 Shares 119,800 Est. Cost $18.30 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.3%
Value ($000) $1,740 Shares 24,600 Est. Cost $54.51 Unrealized
JPMORGAN CHASE & CO 0.3%
Value ($000) $1,729 Shares 70,200 Est. Cost $23.69 Unrealized
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $1,700 Shares 75,000 Est. Cost $26.03 Unrealized 0.0%
SYNA SYNAPTICS INC 0.3%
Value ($000) $1,469 Shares 25,073 Est. Cost $66.96 Unrealized -17.9%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,445 Shares 18,000 Est. Cost $42.21 Unrealized +62.5%
HRZN HORIZON TECHNOLOGY FIN CORP 0.3%
Value ($000) $1,444 Shares 106,472 Est. Cost $3.32 Unrealized +37.6%
TRANSATLANTIC PETROLEUM LTD 0.3%
Value ($000) $1,438 Shares 1,179,026 Est. Cost $5.37 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $1,433 Shares 1,700 Est. Cost Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,388 Shares 22,000 Est. Cost $26.55 Unrealized +65.4%
MB FINANCIAL INC NEW 0.2%
Value ($000) $1,331 Shares 35,000 Est. Cost $26.80 Unrealized
RIG TRANSOCEAN LTD 0.2%
Value ($000) $1,291 Shares 121,138 Est. Cost $24.77 Unrealized -57.3%
SOLARCITY CORP 0.2%
Value ($000) $1,115 Shares 500 Est. Cost Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $1,101 Shares 21,174 Est. Cost $29.32 Unrealized +60.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,096 Shares 16,000 Est. Cost $37.73 Unrealized +24.3%
PLAINS GP HLDGS L P 0.2%
Value ($000) $1,061 Shares 82,000 Est. Cost $25.78 Unrealized
TPG SPECIALTY LENDING INC 0.2%
Value ($000) $1,000 Shares 55,220 Est. Cost $16.14 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $930 Shares 22,000 Est. Cost $28.85 Unrealized +25.3%
LAYNE CHRISTENSEN CO 0.2%
Value ($000) $882 Shares 1,000,000 Est. Cost $0.70 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $878 Shares 20,000 Est. Cost $23.16 Unrealized +52.1%
BOARDWALK PIPELINE PARTNERS 0.2%
Value ($000) $854 Shares 49,796 Est. Cost $30.20 Unrealized
AMERICAN CAPITAL AGENCY CORP 0.2%
Value ($000) $839 Shares 42,933 Est. Cost $20.16 Unrealized
ISTAR INC 0.1%
Value ($000) $805 Shares 75,000 Est. Cost $11.29 Unrealized
SILVER BAY RLTY TR CORP 0.1%
Value ($000) $645 Shares 36,791 Est. Cost $16.55 Unrealized
COLONY STARWOOD HOMES 0.1%
Value ($000) $641 Shares 22,350 Est. Cost $24.74 Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $593 Shares 24,000 Est. Cost $17.55 Unrealized -8.3%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $563 Shares 37,385 Est. Cost $15.06 Unrealized
PMT PENNYMAC MTG INVT TR 0.1%
Value ($000) $553 Shares 35,500 Est. Cost $15.46 Unrealized
TOTAL S A 0.1%
Value ($000) $529 Shares 11,100 Est. Cost $48.70 Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $475 Shares 36,573 Est. Cost $15.62 Unrealized
APOLLO INVT CORP 0.1%
Value ($000) $469 Shares 80,800 Est. Cost $8.48 Unrealized
GLW CORNING INC 0.1%
Value ($000) $425 Shares 1,500 Est. Cost Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $423 Shares 30,674 Est. Cost $11.12 Unrealized
KBR KBR INC 0.1%
Value ($000) $409 Shares 27,000 Est. Cost $26.54 Unrealized -51.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $398 Shares 250 Est. Cost Unrealized
AMERICAN CAP LTD 0.1%
Value ($000) $374 Shares 1,800 Est. Cost $14.80 Unrealized
EATON VANCE MUN BD FD 0.1%
Value ($000) $347 Shares 25,500 Est. Cost $11.29 Unrealized
CALUMET SPECIALTY PRODS PTNR 0.1%
Value ($000) $314 Shares 69,547 Est. Cost $36.38 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $313 Shares 7,200 Est. Cost $39.96 Unrealized -22.1%
VALE VALE S A 0.1%
Value ($000) $292 Shares 53,100 Est. Cost $13.15 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $281 Shares 150 Est. Cost $37.73 Unrealized +24.3%
OCWEN FINL CORP 0.1%
Value ($000) $280 Shares 76,400 Est. Cost $13.85 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $271 Shares 20,000 Est. Cost $11.24 Unrealized +18.7%
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $271 Shares 19,646 Est. Cost $15.02 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $242 Shares 300 Est. Cost $26.70 Unrealized +88.3%
PENNEY J C INC 0.0%
Value ($000) $231 Shares 25,000 Est. Cost $8.62 Unrealized
SEADRILL LIMITED 0.0%
Value ($000) $220 Shares 500,000 Est. Cost $0.53 Unrealized
DELL TECHNOLOGIES INC. 0.0%
Value ($000) $213 Shares 4,458 Est. Cost $47.78 Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $192 Shares 669 Est. Cost $25.17 Unrealized -31.5%
VALE S A 0.0%
Value ($000) $177 Shares 37,500 Est. Cost $12.16 Unrealized
INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $152 Shares 10,000 Est. Cost $16.57 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.0%
Value ($000) $126 Shares 800 Est. Cost $22.20 Unrealized
ZAIS GROUP HLDGS INC 0.0%
Value ($000) $125 Shares 54,355 Est. Cost $9.16 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $96 Shares 200 Est. Cost $120.06 Unrealized +11.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $60 Shares 300 Est. Cost $26.01 Unrealized -0.6%
OCWEN FINL CORP 0.0%
Value ($000) $2 Shares 400 Est. Cost $13.85 Unrealized