West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 3, 2017

Total Value ($000): $456,307 (100.0% shares, 0.0% debt)

Holdings (100)

LEVEL 3 COMMUNICATIONS INC 13.6%
Value ($000) $62,054 Shares 1,082,506 Est. Cost $22.20 Unrealized
CHIMERA INVT CORP 10.6%
Value ($000) $48,248 Shares 2,777,881 Est. Cost $13.69 Unrealized
WEST CORP 8.1%
Value ($000) $37,117 Shares 1,591,636 Est. Cost $23.93 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.0%
Value ($000) $18,388 Shares 679,022 Est. Cost $51.23 Unrealized
CYS INVTS INC 3.9%
Value ($000) $17,964 Shares 2,139,532 Est. Cost $8.46 Unrealized
SYK STRYKER CORP 3.6%
Value ($000) $16,628 Shares 125,220 Est. Cost $59.09 Unrealized +111.2%
ANNALY CAP MGMT INC 3.4%
Value ($000) $15,577 Shares 1,361,822 Est. Cost $12.54 Unrealized
BKD BROOKDALE SR LIVING INC 2.9%
Value ($000) $13,045 Shares 870,940 Est. Cost $24.41 Unrealized -43.4%
TWO HBRS INVT CORP 2.4%
Value ($000) $10,805 Shares 1,175,008 Est. Cost $10.07 Unrealized
MVC CAPITAL INC 2.2%
Value ($000) $10,199 Shares 1,084,013 Est. Cost $11.08 Unrealized
SLRC SOLAR CAP LTD 2.2%
Value ($000) $9,975 Shares 479,013 Est. Cost $6.98 Unrealized +38.9%
MFA FINL INC 2.1%
Value ($000) $9,712 Shares 1,205,420 Est. Cost $7.97 Unrealized
BARRICK GOLD CORP 2.0%
Value ($000) $9,263 Shares 582,197 Est. Cost $14.59 Unrealized
SUTHERLAND ASSET MGMT CORP M 1.8%
Value ($000) $8,252 Shares 585,123 Est. Cost $13.58 Unrealized
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $7,881 Shares 49,400 Est. Cost $120.06 Unrealized +53.8%
SOLAR SR CAP LTD 1.6%
Value ($000) $7,261 Shares 441,016 Est. Cost $16.13 Unrealized
ELLINGTON FINANCIAL LLC 1.6%
Value ($000) $7,170 Shares 442,344 Est. Cost $22.62 Unrealized
NEM NEWMONT MINING CORP 1.4%
Value ($000) $6,281 Shares 192,763 Est. Cost $17.09 Unrealized +55.5%
PNNT PENNANTPARK INVT CORP 1.3%
Value ($000) $5,779 Shares 810,056 Est. Cost $2.43 Unrealized +13.5%
THL CR INC 1.3%
Value ($000) $5,772 Shares 558,815 Est. Cost $11.28 Unrealized
CGBD TCG BDC INC 1.2%
Value ($000) $5,403 Shares 300,000 Est. Cost $6.40 Unrealized 0.0%
NMFC NEW MTN FIN CORP 1.1%
Value ($000) $5,130 Shares 381,015 Est. Cost $4.15 Unrealized +39.0%
PFLT PENNANTPARK FLOATING RATE CA 1.1%
Value ($000) $4,876 Shares 368,493 Est. Cost $4.45 Unrealized +26.2%
FDUS FIDUS INVT CORP 1.1%
Value ($000) $4,860 Shares 300,811 Est. Cost $4.96 Unrealized +31.6%
NEOVASC INC 0.9%
Value ($000) $4,140 Shares 3,000,010 Est. Cost $1.66 Unrealized
ALLIED WRLD ASSUR COM HLDG A 0.9%
Value ($000) $3,998 Shares 105,059 Est. Cost $43.88 Unrealized
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $3,911 Shares 60,000 Est. Cost $26.84 Unrealized +18.9%
SYF SYNCHRONY FINL 0.8%
Value ($000) $3,812 Shares 140,362 Est. Cost $24.93 Unrealized -3.6%
NEWT NEWTEK BUSINESS SVCS CORP 0.8%
Value ($000) $3,749 Shares 251,547 Est. Cost $14.35 Unrealized +16.7%
FACTORSHARES TR 0.8%
Value ($000) $3,500 Shares 116,600 Est. Cost $25.72 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $3,495 Shares 120,000 Est. Cost $15.24 Unrealized +64.4%
STWD STARWOOD PPTY TR INC 0.8%
Value ($000) $3,473 Shares 160,853 Est. Cost $23.47 Unrealized
NUSTAR ENERGY LP 0.7%
Value ($000) $3,330 Shares 71,406 Est. Cost $45.66 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.7%
Value ($000) $3,262 Shares 27,100 Est. Cost $75.27 Unrealized +46.8%
PFE PFIZER INC 0.6%
Value ($000) $2,944 Shares 84,247 Est. Cost $16.46 Unrealized +31.2%
EXC EXELON CORP 0.6%
Value ($000) $2,530 Shares 70,000 Est. Cost $15.41 Unrealized +22.4%
ARI APOLLO COML REAL EST FIN INC 0.5%
Value ($000) $2,445 Shares 152,164 Est. Cost $15.82 Unrealized
GM GENERAL MTRS CO 0.5%
Value ($000) $2,419 Shares 79,149 Est. Cost $26.01 Unrealized +11.7%
MEDLEY CAP CORP 0.5%
Value ($000) $2,391 Shares 367,236 Est. Cost $8.74 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $2,369 Shares 79,952 Est. Cost $23.19 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.5%
Value ($000) $2,299 Shares 115,000 Est. Cost $23.52 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,179 Shares 23,240 Est. Cost $53.69 Unrealized +3.3%
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,170 Shares 42,400 Est. Cost $26.70 Unrealized +133.4%
TRGP TARGA RES CORP 0.5%
Value ($000) $2,132 Shares 47,178 Est. Cost $15.07 Unrealized +134.5%
TC PIPELINES LP 0.5%
Value ($000) $2,090 Shares 38,000 Est. Cost $48.29 Unrealized
KGC KINROSS GOLD CORP 0.4%
Value ($000) $1,886 Shares 463,352 Est. Cost $4.62 Unrealized -13.9%
HRZN HORIZON TECHNOLOGY FIN CORP 0.4%
Value ($000) $1,866 Shares 158,628 Est. Cost $3.60 Unrealized +15.8%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,801 Shares 400 Est. Cost Unrealized
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,800 Shares 87,633 Est. Cost $18.27 Unrealized
JPMORGAN CHASE & CO 0.4%
Value ($000) $1,770 Shares 35,200 Est. Cost $23.69 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,753 Shares 24,600 Est. Cost $54.51 Unrealized
BUCKEYE PARTNERS L P 0.4%
Value ($000) $1,724 Shares 26,963 Est. Cost $69.06 Unrealized
TCP CAP CORP 0.3%
Value ($000) $1,557 Shares 99,757 Est. Cost $14.18 Unrealized
MB FINANCIAL INC NEW 0.3%
Value ($000) $1,541 Shares 35,000 Est. Cost $26.80 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $1,484 Shares 35,000 Est. Cost $46.46 Unrealized 0.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,481 Shares 18,000 Est. Cost $42.21 Unrealized +68.9%
TENET HEALTHCARE CORP 0.3%
Value ($000) $1,451 Shares 75,000 Est. Cost $17.71 Unrealized
FSLR FIRST SOLAR INC 0.3%
Value ($000) $1,396 Shares 35,000 Est. Cost $33.98 Unrealized 0.0%
ARCC ARES CAP CORP 0.3%
Value ($000) $1,387 Shares 88,724 Est. Cost $7.01 Unrealized +5.7%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $1,385 Shares 25,000 Est. Cost $42.18 Unrealized 0.0%
TRANSATLANTIC PETROLEUM LTD 0.3%
Value ($000) $1,378 Shares 1,179,026 Est. Cost $5.37 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,362 Shares 22,000 Est. Cost $26.55 Unrealized +76.9%
SYNA SYNAPTICS INC 0.3%
Value ($000) $1,297 Shares 25,073 Est. Cost $66.96 Unrealized -18.5%
TPG SPECIALTY LENDING INC 0.2%
Value ($000) $1,098 Shares 55,220 Est. Cost $16.14 Unrealized
RIG TRANSOCEAN LTD 0.2%
Value ($000) $1,064 Shares 121,138 Est. Cost $24.77 Unrealized -58.8%
HTGC HERCULES CAPITAL INC 0.2%
Value ($000) $1,047 Shares 82,982 Est. Cost $13.25 Unrealized +4.8%
ZTS ZOETIS INC 0.2%
Value ($000) $1,005 Shares 21,174 Est. Cost $29.32 Unrealized +88.6%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $910 Shares 20,000 Est. Cost $23.16 Unrealized +58.4%
LAYNE CHRISTENSEN CO 0.2%
Value ($000) $879 Shares 1,000,000 Est. Cost $0.70 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $865 Shares 22,000 Est. Cost $28.85 Unrealized +34.9%
CF CF INDS HLDGS INC 0.2%
Value ($000) $839 Shares 30,000 Est. Cost $25.79 Unrealized -14.7%
UAL UNITED CONTL HLDGS INC 0.2%
Value ($000) $795 Shares 1,400 Est. Cost Unrealized
CIDARA THERAPEUTICS INC 0.2%
Value ($000) $750 Shares 100,000 Est. Cost $7.80 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $607 Shares 50 Est. Cost Unrealized
PMT PENNYMAC MTG INVT TR 0.1%
Value ($000) $576 Shares 35,500 Est. Cost $15.46 Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $527 Shares 36,573 Est. Cost $15.62 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $525 Shares 37,385 Est. Cost $15.06 Unrealized
FS INVT CORP 0.1%
Value ($000) $492 Shares 54,400 Est. Cost $9.04 Unrealized
APOLLO INVT CORP 0.1%
Value ($000) $460 Shares 80,800 Est. Cost $6.21 Unrealized
VALE VALE S A 0.1%
Value ($000) $448 Shares 53,100 Est. Cost $13.15 Unrealized
GGP INC 0.1%
Value ($000) $417 Shares 13,974 Est. Cost $29.84 Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $391 Shares 30,674 Est. Cost $11.12 Unrealized
SUI SUN CMNTYS INC 0.1%
Value ($000) $360 Shares 4,702 Est. Cost $68.47 Unrealized
EPR EPR PPTYS 0.1%
Value ($000) $355 Shares 4,400 Est. Cost $80.68 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $344 Shares 1,000 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $317 Shares 7,200 Est. Cost $39.96 Unrealized -11.2%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $314 Shares 12,016 Est. Cost $34.70 Unrealized
VALE S A 0.1%
Value ($000) $306 Shares 37,500 Est. Cost $12.16 Unrealized
DOW CHEM CO 0.1%
Value ($000) $283 Shares 300 Est. Cost Unrealized
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $277 Shares 10,000 Est. Cost $27.85 Unrealized
COLONY STARWOOD HOMES 0.1%
Value ($000) $273 Shares 8,590 Est. Cost $31.78 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $272 Shares 19,646 Est. Cost $15.02 Unrealized
MEDLEY MGMT INC 0.1%
Value ($000) $261 Shares 40,134 Est. Cost $8.30 Unrealized
INVESCO MORTGAGE CAPITAL INC 0.1%
Value ($000) $231 Shares 16,855 Est. Cost $13.71 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $112 Shares 500 Est. Cost $23.16 Unrealized +58.4%
OCWEN FINL CORP 0.0%
Value ($000) $108 Shares 40,000 Est. Cost $5.47 Unrealized
FIFTH STR ASSET MGMT INC 0.0%
Value ($000) $86 Shares 17,793 Est. Cost $4.83 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $69 Shares 2,000 Est. Cost $23.19 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $45 Shares 250 Est. Cost $39.96 Unrealized -11.2%
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $2 Shares 69 Est. Cost $24.41 Unrealized -43.4%