West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 3, 2017

Total Value ($000): $520,049 (100.0% shares, 0.0% debt)

Holdings (91)

LEVEL 3 COMMUNICATIONS INC 19.8%
Value ($000) $103,145 Shares 1,797,470 Est. Cost $22.20 Unrealized
CHIMERA INVT CORP 10.8%
Value ($000) $56,188 Shares 2,777,981 Est. Cost $13.69 Unrealized
WEST CORP 7.5%
Value ($000) $38,868 Shares 1,591,636 Est. Cost $23.93 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 3.6%
Value ($000) $18,748 Shares 679,022 Est. Cost $51.23 Unrealized
CYS INVTS INC 3.3%
Value ($000) $17,078 Shares 2,139,532 Est. Cost $8.46 Unrealized
SYK STRYKER CORP 3.1%
Value ($000) $15,879 Shares 121,220 Est. Cost $56.92 Unrealized +101.2%
ANNALY CAP MGMT INC 2.9%
Value ($000) $15,320 Shares 1,361,822 Est. Cost $12.54 Unrealized
TWO HBRS INVT CORP 2.4%
Value ($000) $12,540 Shares 1,307,654 Est. Cost $10.07 Unrealized
BKD BROOKDALE SR LIVING INC 2.2%
Value ($000) $11,548 Shares 870,940 Est. Cost $24.41 Unrealized -42.2%
GS GOLDMAN SACHS GROUP INC 2.2%
Value ($000) $11,348 Shares 49,400 Est. Cost $120.06 Unrealized +66.6%
BARRICK GOLD CORP 2.1%
Value ($000) $11,056 Shares 582,197 Est. Cost $14.59 Unrealized
SLRC SOLAR CAP LTD 2.1%
Value ($000) $10,829 Shares 479,013 Est. Cost $6.98 Unrealized +34.9%
MVC CAPITAL INC 1.9%
Value ($000) $9,938 Shares 1,105,397 Est. Cost $11.08 Unrealized
MFA FINL INC 1.9%
Value ($000) $9,844 Shares 1,218,300 Est. Cost $7.97 Unrealized
SUI SUN CMNTYS INC 1.7%
Value ($000) $8,871 Shares 110,433 Est. Cost $68.47 Unrealized
SOLAR SR CAP LTD 1.6%
Value ($000) $8,321 Shares 462,777 Est. Cost $16.13 Unrealized
SUTHERLAND ASSET MGMT CORP M 1.4%
Value ($000) $7,520 Shares 520,429 Est. Cost $13.52 Unrealized
ARI APOLLO COML REAL EST FIN INC 1.4%
Value ($000) $7,322 Shares 389,286 Est. Cost $15.82 Unrealized
ELLINGTON FINANCIAL LLC 1.3%
Value ($000) $7,002 Shares 442,344 Est. Cost $22.62 Unrealized
NEM NEWMONT MINING CORP 1.2%
Value ($000) $6,497 Shares 192,763 Est. Cost $17.09 Unrealized +61.0%
THL CR INC 1.2%
Value ($000) $6,103 Shares 612,713 Est. Cost $11.28 Unrealized
PNNT PENNANTPARK INVT CORP 1.2%
Value ($000) $6,089 Shares 748,056 Est. Cost $2.40 Unrealized +17.3%
PFLT PENNANTPARK FLOATING RATE CA 1.1%
Value ($000) $5,789 Shares 415,302 Est. Cost $4.45 Unrealized +22.9%
FDUS FIDUS INVT CORP 1.0%
Value ($000) $5,268 Shares 299,830 Est. Cost $4.96 Unrealized +23.9%
NMFC NEW MTN FIN CORP 1.0%
Value ($000) $5,223 Shares 350,515 Est. Cost $4.01 Unrealized +40.5%
NEOVASC INC 0.9%
Value ($000) $4,590 Shares 3,000,010 Est. Cost $1.66 Unrealized
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $4,511 Shares 120,000 Est. Cost $26.84 Unrealized +11.5%
SYF SYNCHRONY FINL 0.9%
Value ($000) $4,471 Shares 130,362 Est. Cost $25.00 Unrealized +15.9%
NEWT NEWTEK BUSINESS SVCS CORP 0.8%
Value ($000) $4,271 Shares 251,547 Est. Cost $14.35 Unrealized +13.0%
CSCO CISCO SYS INC 0.8%
Value ($000) $4,056 Shares 120,000 Est. Cost $15.24 Unrealized +62.3%
NUSTAR ENERGY LP 0.7%
Value ($000) $3,660 Shares 70,406 Est. Cost $45.65 Unrealized
STWD STARWOOD PPTY TR INC 0.7%
Value ($000) $3,632 Shares 160,853 Est. Cost $23.47 Unrealized
FACTORSHARES TR 0.7%
Value ($000) $3,442 Shares 116,600 Est. Cost $25.72 Unrealized
TCP CAP CORP 0.6%
Value ($000) $2,912 Shares 167,136 Est. Cost $14.18 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $2,882 Shares 84,247 Est. Cost $16.46 Unrealized +30.1%
TRGP TARGA RES CORP 0.5%
Value ($000) $2,826 Shares 47,178 Est. Cost $15.07 Unrealized +166.4%
MEDLEY CAP CORP 0.5%
Value ($000) $2,824 Shares 367,236 Est. Cost $8.74 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,792 Shares 42,400 Est. Cost $26.70 Unrealized +116.6%
GM GENERAL MTRS CO 0.5%
Value ($000) $2,765 Shares 79,149 Est. Cost $26.01 Unrealized +19.0%
ZBH ZIMMER BIOMET HLDGS INC 0.5%
Value ($000) $2,699 Shares 22,100 Est. Cost $67.30 Unrealized +56.6%
EXC EXELON CORP 0.5%
Value ($000) $2,519 Shares 70,000 Est. Cost $15.41 Unrealized +21.4%
GENERAL ELECTRIC CO 0.5%
Value ($000) $2,383 Shares 79,952 Est. Cost $23.19 Unrealized
TC PIPELINES LP 0.4%
Value ($000) $2,267 Shares 38,000 Est. Cost $48.29 Unrealized
ENERGY TRANSFER PRTNRS L P 0.4%
Value ($000) $2,242 Shares 61,380 Est. Cost $52.20 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,906 Shares 23,240 Est. Cost $53.69 Unrealized +4.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,892 Shares 24,600 Est. Cost $54.51 Unrealized
BUCKEYE PARTNERS L P 0.4%
Value ($000) $1,849 Shares 26,963 Est. Cost $69.06 Unrealized
ALLIED WRLD ASSUR COM HLDG A 0.4%
Value ($000) $1,825 Shares 34,373 Est. Cost $55.85 Unrealized
TRANSATLANTIC PETROLEUM LTD 0.3%
Value ($000) $1,651 Shares 1,179,026 Est. Cost $5.37 Unrealized
AGNC AGNC INVT CORP 0.3%
Value ($000) $1,646 Shares 82,733 Est. Cost $18.13 Unrealized
JPMORGAN CHASE & CO 0.3%
Value ($000) $1,630 Shares 35,200 Est. Cost $23.69 Unrealized
KGC KINROSS GOLD CORP 0.3%
Value ($000) $1,626 Shares 463,352 Est. Cost $4.62 Unrealized -22.3%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,514 Shares 18,000 Est. Cost $42.21 Unrealized +64.7%
FIREEYE INC 0.3%
Value ($000) $1,511 Shares 119,800 Est. Cost $18.30 Unrealized
RIG TRANSOCEAN LTD 0.3%
Value ($000) $1,508 Shares 121,138 Est. Cost $24.77 Unrealized -44.6%
MB FINANCIAL INC NEW 0.3%
Value ($000) $1,499 Shares 35,000 Est. Cost $26.80 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,434 Shares 22,000 Est. Cost $26.55 Unrealized +63.8%
TENET HEALTHCARE CORP 0.3%
Value ($000) $1,328 Shares 75,000 Est. Cost $17.71 Unrealized
SYNA SYNAPTICS INC 0.2%
Value ($000) $1,241 Shares 25,073 Est. Cost $66.96 Unrealized -19.8%
HRZN HORIZON TECHNOLOGY FIN CORP 0.2%
Value ($000) $1,185 Shares 106,472 Est. Cost $3.32 Unrealized +20.1%
ZTS ZOETIS INC 0.2%
Value ($000) $1,130 Shares 21,174 Est. Cost $29.32 Unrealized +72.1%
TPG SPECIALTY LENDING INC 0.2%
Value ($000) $1,126 Shares 55,220 Est. Cost $16.14 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $979 Shares 900 Est. Cost Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $977 Shares 22,000 Est. Cost $28.85 Unrealized +28.0%
BXMT BLACKSTONE MTG TR INC 0.2%
Value ($000) $919 Shares 29,680 Est. Cost $27.85 Unrealized
CF CF INDS HLDGS INC 0.2%
Value ($000) $881 Shares 30,000 Est. Cost $25.79 Unrealized 0.0%
LAYNE CHRISTENSEN CO 0.2%
Value ($000) $881 Shares 1,000,000 Est. Cost $0.70 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $862 Shares 20,000 Est. Cost $23.16 Unrealized +55.0%
SILVER BAY RLTY TR CORP 0.2%
Value ($000) $790 Shares 36,791 Est. Cost $16.55 Unrealized
CIDARA THERAPEUTICS INC 0.1%
Value ($000) $780 Shares 100,000 Est. Cost $7.80 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $779 Shares 44,796 Est. Cost $6.62 Unrealized +12.4%
PMT PENNYMAC MTG INVT TR 0.1%
Value ($000) $630 Shares 35,500 Est. Cost $15.46 Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $536 Shares 36,573 Est. Cost $15.62 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $512 Shares 37,385 Est. Cost $15.06 Unrealized
VALE VALE S A 0.1%
Value ($000) $504 Shares 53,100 Est. Cost $13.15 Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $381 Shares 30,674 Est. Cost $11.12 Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $376 Shares 12,016 Est. Cost $34.70 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $359 Shares 7,200 Est. Cost $39.96 Unrealized -8.5%
VALE S A 0.1%
Value ($000) $337 Shares 37,500 Est. Cost $12.16 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $334 Shares 19,646 Est. Cost $15.02 Unrealized
MEDLEY MGMT INC 0.1%
Value ($000) $333 Shares 40,134 Est. Cost $8.30 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $332 Shares 50 Est. Cost Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $324 Shares 2,000 Est. Cost $23.19 Unrealized
EATON VANCE MUN BD FD 0.1%
Value ($000) $320 Shares 25,500 Est. Cost $11.29 Unrealized
DOW CHEM CO 0.1%
Value ($000) $309 Shares 300 Est. Cost Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $303 Shares 20,000 Est. Cost $11.24 Unrealized +30.5%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $276 Shares 8,000 Est. Cost $17.55 Unrealized +46.9%
OCWEN FINL CORP 0.0%
Value ($000) $219 Shares 40,000 Est. Cost $5.47 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $137 Shares 250 Est. Cost $39.96 Unrealized -8.5%
APOLLO INVT CORP 0.0%
Value ($000) $98 Shares 15,000 Est. Cost $8.48 Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $2 Shares 69 Est. Cost $24.41 Unrealized -42.2%