West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $826,910 (100.0% shares, 0.0% debt)

Holdings (89)

WEST CORP 47.1%
Value ($000) $389,361 Shares 1,591,636 Est. Cost $23.93 Unrealized
LEVEL 3 COMMUNICATIONS INC 11.4%
Value ($000) $94,641 Shares 1,775,970 Est. Cost $34.34 Unrealized
CHIMERA INVT CORP 6.3%
Value ($000) $52,255 Shares 2,761,881 Est. Cost $13.69 Unrealized
CYS INVTS INC 2.2%
Value ($000) $18,118 Shares 2,097,032 Est. Cost $8.46 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.2%
Value ($000) $18,093 Shares 694,022 Est. Cost $50.68 Unrealized
ANNALY CAP MGMT INC 1.9%
Value ($000) $15,454 Shares 1,267,722 Est. Cost $12.54 Unrealized
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $11,717 Shares 49,400 Est. Cost $120.06 Unrealized +56.6%
SYK STRYKER CORP 1.4%
Value ($000) $11,535 Shares 81,220 Est. Cost $59.09 Unrealized +121.3%
MVC CAPITAL INC 1.3%
Value ($000) $11,065 Shares 1,105,397 Est. Cost $11.06 Unrealized
TWO HBRS INVT CORP 1.3%
Value ($000) $10,554 Shares 1,047,043 Est. Cost $10.07 Unrealized
SLRC SOLAR CAP LTD 1.3%
Value ($000) $10,366 Shares 479,013 Est. Cost $6.98 Unrealized +38.1%
BARRICK GOLD CORP 1.1%
Value ($000) $9,368 Shares 582,197 Est. Cost $14.59 Unrealized
BKD BROOKDALE SR LIVING INC 1.1%
Value ($000) $9,232 Shares 870,940 Est. Cost $24.41 Unrealized -48.2%
SOLAR SR CAP LTD 1.0%
Value ($000) $8,539 Shares 495,609 Est. Cost $16.25 Unrealized
NEM NEWMONT MINING CORP 0.9%
Value ($000) $7,231 Shares 192,763 Est. Cost $17.09 Unrealized +67.9%
ELLINGTON FINANCIAL LLC 0.8%
Value ($000) $6,985 Shares 442,344 Est. Cost $22.62 Unrealized
SUTHERLAND ASSET MGMT CORP M 0.8%
Value ($000) $6,852 Shares 436,432 Est. Cost $13.58 Unrealized
MFA FINL INC 0.8%
Value ($000) $6,617 Shares 755,381 Est. Cost $7.97 Unrealized
CGBD TCG BDC INC 0.8%
Value ($000) $6,500 Shares 345,400 Est. Cost $6.42 Unrealized +2.2%
PNNT PENNANTPARK INVT CORP 0.8%
Value ($000) $6,455 Shares 859,457 Est. Cost $2.45 Unrealized +12.5%
THL CR INC 0.7%
Value ($000) $5,717 Shares 612,713 Est. Cost $11.11 Unrealized
NEOVASC INC 0.6%
Value ($000) $5,100 Shares 3,000,010 Est. Cost $1.66 Unrealized
FDUS FIDUS INVT CORP 0.6%
Value ($000) $5,054 Shares 314,321 Est. Cost $5.02 Unrealized +26.6%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $4,618 Shares 120,000 Est. Cost $29.43 Unrealized +8.8%
NMFC NEW MTN FIN CORP 0.5%
Value ($000) $4,096 Shares 287,435 Est. Cost $4.15 Unrealized +38.2%
SYF SYNCHRONY FINL 0.5%
Value ($000) $4,048 Shares 130,362 Est. Cost $24.93 Unrealized -2.3%
CSCO CISCO SYS INC 0.5%
Value ($000) $4,036 Shares 120,000 Est. Cost $15.24 Unrealized +62.2%
NEWT NEWTEK BUSINESS SVCS CORP 0.5%
Value ($000) $3,818 Shares 214,261 Est. Cost $14.35 Unrealized +19.2%
NUSTAR ENERGY LP 0.4%
Value ($000) $3,710 Shares 91,406 Est. Cost $44.55 Unrealized
FACTORSHARES TR 0.4%
Value ($000) $3,510 Shares 116,600 Est. Cost $25.72 Unrealized
STWD STARWOOD PPTY TR INC 0.4%
Value ($000) $3,494 Shares 160,853 Est. Cost $23.47 Unrealized
GM GENERAL MTRS CO 0.4%
Value ($000) $3,196 Shares 79,149 Est. Cost $26.01 Unrealized +21.5%
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,158 Shares 42,400 Est. Cost $26.70 Unrealized +149.7%
PFLT PENNANTPARK FLOATING RATE CA 0.4%
Value ($000) $3,096 Shares 213,796 Est. Cost $4.45 Unrealized +31.4%
PFE PFIZER INC 0.4%
Value ($000) $3,008 Shares 84,247 Est. Cost $16.46 Unrealized +35.2%
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value ($000) $2,588 Shares 22,100 Est. Cost $75.27 Unrealized +43.2%
SIERRA METALS INC 0.3%
Value ($000) $2,388 Shares 944,725 Est. Cost $2.53 Unrealized
TRGP TARGA RES CORP 0.3%
Value ($000) $2,232 Shares 47,178 Est. Cost $15.07 Unrealized +115.9%
MEDLEY CAP CORP 0.3%
Value ($000) $2,192 Shares 367,236 Est. Cost $8.74 Unrealized
TC PIPELINES LP 0.2%
Value ($000) $1,988 Shares 38,000 Est. Cost $48.29 Unrealized
KGC KINROSS GOLD CORP 0.2%
Value ($000) $1,965 Shares 463,352 Est. Cost $4.62 Unrealized -7.6%
ABBV ABBVIE INC 0.2%
Value ($000) $1,955 Shares 22,000 Est. Cost $26.55 Unrealized +102.1%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,933 Shares 79,952 Est. Cost $23.19 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,905 Shares 23,240 Est. Cost $53.69 Unrealized +1.2%
JPMORGAN CHASE & CO 0.2%
Value ($000) $1,903 Shares 35,200 Est. Cost $23.69 Unrealized
MOS MOSAIC CO NEW 0.2%
Value ($000) $1,835 Shares 85,000 Est. Cost $18.92 Unrealized 0.0%
AGNC AGNC INVT CORP 0.2%
Value ($000) $1,794 Shares 82,733 Est. Cost $18.27 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $1,748 Shares 24,600 Est. Cost $54.51 Unrealized
ENERGY TRANSFER PARTNERS LP 0.2%
Value ($000) $1,684 Shares 92,071 Est. Cost $18.29 Unrealized
MB FINANCIAL INC NEW 0.2%
Value ($000) $1,576 Shares 35,000 Est. Cost $26.80 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,540 Shares 18,000 Est. Cost $42.21 Unrealized +70.9%
BUCKEYE PARTNERS L P 0.2%
Value ($000) $1,537 Shares 26,963 Est. Cost $69.06 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $1,379 Shares 25,000 Est. Cost $42.18 Unrealized -0.1%
ZTS ZOETIS INC 0.2%
Value ($000) $1,350 Shares 21,174 Est. Cost $29.32 Unrealized +100.3%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $1,303 Shares 121,138 Est. Cost $24.77 Unrealized -65.2%
TENET HEALTHCARE CORP 0.1%
Value ($000) $1,232 Shares 75,000 Est. Cost $17.71 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,174 Shares 22,000 Est. Cost $28.85 Unrealized +50.3%
TPG SPECIALTY LENDING INC 0.1%
Value ($000) $1,157 Shares 55,220 Est. Cost $16.14 Unrealized
TRANSATLANTIC PETROLEUM LTD 0.1%
Value ($000) $1,014 Shares 1,179,026 Est. Cost $5.37 Unrealized
SYNA SYNAPTICS INC 0.1%
Value ($000) $982 Shares 25,073 Est. Cost $66.96 Unrealized -32.6%
LAYNE CHRISTENSEN CO 0.1%
Value ($000) $972 Shares 1,000,000 Est. Cost $0.70 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $924 Shares 400 Est. Cost Unrealized
VALE VALE S A 0.1%
Value ($000) $887 Shares 88,132 Est. Cost $11.93 Unrealized
HRZN HORIZON TECHNOLOGY FIN CORP 0.1%
Value ($000) $827 Shares 74,470 Est. Cost $3.60 Unrealized +14.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $813 Shares 20,000 Est. Cost $23.16 Unrealized +49.8%
CIDARA THERAPEUTICS INC 0.1%
Value ($000) $810 Shares 100,000 Est. Cost $7.80 Unrealized
TCP CAP CORP 0.1%
Value ($000) $810 Shares 49,093 Est. Cost $14.18 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $743 Shares 50 Est. Cost Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $734 Shares 44,796 Est. Cost $7.01 Unrealized +3.9%
CF CF INDS HLDGS INC 0.1%
Value ($000) $703 Shares 20,000 Est. Cost $25.79 Unrealized -3.4%
EXC EXELON CORP 0.1%
Value ($000) $678 Shares 18,000 Est. Cost $15.41 Unrealized +29.8%
PMT PENNYMAC MTG INVT TR 0.1%
Value ($000) $617 Shares 35,500 Est. Cost $15.46 Unrealized
MRCC MONROE CAP CORP 0.1%
Value ($000) $560 Shares 39,116 Est. Cost $5.25 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $541 Shares 1,000 Est. Cost Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $531 Shares 36,573 Est. Cost $15.62 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $530 Shares 37,385 Est. Cost $15.06 Unrealized
INVESCO QUALITY MUNI INC TRS 0.0%
Value ($000) $393 Shares 30,674 Est. Cost $11.12 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $360 Shares 7,200 Est. Cost $39.96 Unrealized -13.8%
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $329 Shares 19,646 Est. Cost $15.02 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $263 Shares 12,016 Est. Cost $34.70 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $258 Shares 20,000 Est. Cost $13.25 Unrealized -3.2%
MEDLEY MGMT INC 0.0%
Value ($000) $247 Shares 40,134 Est. Cost $8.30 Unrealized
OCWEN FINL CORP 0.0%
Value ($000) $138 Shares 40,000 Est. Cost $5.47 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $99 Shares 250 Est. Cost $39.96 Unrealized -13.8%
APOLLO INVT CORP 0.0%
Value ($000) $92 Shares 15,000 Est. Cost $6.21 Unrealized
FIFTH STR ASSET MGMT INC 0.0%
Value ($000) $69 Shares 17,793 Est. Cost $4.83 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $23.16 Unrealized +49.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $23.19 Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $2 Shares 69 Est. Cost $24.41 Unrealized -48.2%