West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 21, 2018

Total Value ($000): $389,175 (100.0% shares, 0.0% debt)

Holdings (91)

CHIMERA INVT CORP 13.1%
Value ($000) $50,966 Shares 2,757,881 Est. Cost $13.69 Unrealized
CENTURYLINK INC 10.9%
Value ($000) $42,320 Shares 2,537,148 Est. Cost $16.68 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.7%
Value ($000) $18,399 Shares 694,022 Est. Cost $50.68 Unrealized
CYS INVTS INC 4.3%
Value ($000) $16,567 Shares 2,063,092 Est. Cost $8.46 Unrealized
SYK STRYKER CORP 3.2%
Value ($000) $12,576 Shares 81,220 Est. Cost $59.09 Unrealized +136.2%
ANNALY CAP MGMT INC 3.2%
Value ($000) $12,318 Shares 1,036,022 Est. Cost $12.54 Unrealized
MVC CAPITAL INC 3.0%
Value ($000) $11,673 Shares 1,105,397 Est. Cost $11.06 Unrealized
GS GOLDMAN SACHS GROUP INC 2.6%
Value ($000) $10,038 Shares 39,400 Est. Cost $120.06 Unrealized +70.9%
SLRC SOLAR CAP LTD 2.5%
Value ($000) $9,681 Shares 479,013 Est. Cost $6.98 Unrealized +39.2%
SOLAR SR CAP LTD 2.3%
Value ($000) $8,802 Shares 495,609 Est. Cost $16.25 Unrealized
BKD BROOKDALE SR LIVING INC 2.2%
Value ($000) $8,448 Shares 870,940 Est. Cost $24.41 Unrealized -58.2%
BARRICK GOLD CORP 2.2%
Value ($000) $8,424 Shares 582,197 Est. Cost $14.59 Unrealized
TWO HBRS INVT CORP 1.9%
Value ($000) $7,407 Shares 455,562 Est. Cost $16.26 Unrealized
NEM NEWMONT MINING CORP 1.9%
Value ($000) $7,232 Shares 192,763 Est. Cost $17.09 Unrealized +70.4%
ELLINGTON FINANCIAL LLC 1.8%
Value ($000) $7,104 Shares 489,584 Est. Cost $21.83 Unrealized
PNNT PENNANTPARK INVT CORP 1.7%
Value ($000) $6,595 Shares 954,457 Est. Cost $2.48 Unrealized +11.8%
SUTHERLAND ASSET MGMT CORP M 1.6%
Value ($000) $6,216 Shares 410,322 Est. Cost $13.58 Unrealized
ALPS ETF TR 1.6%
Value ($000) $6,197 Shares 574,312 Est. Cost $10.79 Unrealized
STWD STARWOOD PPTY TR INC 1.5%
Value ($000) $5,996 Shares 280,853 Est. Cost $22.56 Unrealized
FDUS FIDUS INVT CORP 1.5%
Value ($000) $5,956 Shares 392,328 Est. Cost $5.29 Unrealized +20.4%
MFA FINL INC 1.5%
Value ($000) $5,763 Shares 727,604 Est. Cost $7.97 Unrealized
CORPORATE CAP TR INC 1.5%
Value ($000) $5,711 Shares 357,494 Est. Cost $15.98 Unrealized
THL CR INC 1.4%
Value ($000) $5,554 Shares 613,713 Est. Cost $11.11 Unrealized
SYF SYNCHRONY FINL 1.3%
Value ($000) $5,033 Shares 130,362 Est. Cost $24.93 Unrealized +12.3%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,918 Shares 400 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $4,806 Shares 120,000 Est. Cost $29.43 Unrealized +4.3%
CSCO CISCO SYS INC 1.2%
Value ($000) $4,596 Shares 120,000 Est. Cost $15.24 Unrealized +83.6%
CGBD TCG BDC INC 1.1%
Value ($000) $4,254 Shares 212,300 Est. Cost $6.42 Unrealized +4.4%
BUCKEYE PARTNERS L P 1.0%
Value ($000) $3,814 Shares 76,963 Est. Cost $56.39 Unrealized
NMFC NEW MTN FIN CORP 1.0%
Value ($000) $3,739 Shares 275,939 Est. Cost $4.15 Unrealized +40.5%
ETF MANAGERS TR 0.9%
Value ($000) $3,689 Shares 116,600 Est. Cost $31.64 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,627 Shares 42,400 Est. Cost $26.70 Unrealized +181.8%
PFLT PENNANTPARK FLOATING RATE CA 0.9%
Value ($000) $3,381 Shares 246,417 Est. Cost $4.64 Unrealized +27.0%
PFE PFIZER INC 0.8%
Value ($000) $3,051 Shares 84,247 Est. Cost $16.46 Unrealized +44.6%
GENERAL ELECTRIC CO 0.7%
Value ($000) $2,875 Shares 164,752 Est. Cost $20.24 Unrealized
NUSTAR ENERGY LP 0.7%
Value ($000) $2,738 Shares 91,406 Est. Cost $44.55 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.7%
Value ($000) $2,667 Shares 22,100 Est. Cost $75.27 Unrealized +40.5%
GPMT GRANITE PT MTG TR INC 0.6%
Value ($000) $2,508 Shares 141,402 Est. Cost $17.74 Unrealized
SIERRA METALS INC 0.6%
Value ($000) $2,499 Shares 1,044,725 Est. Cost $2.51 Unrealized
TRGP TARGA RES CORP 0.6%
Value ($000) $2,284 Shares 47,178 Est. Cost $15.07 Unrealized +116.6%
MOS MOSAIC CO NEW 0.6%
Value ($000) $2,181 Shares 85,000 Est. Cost $18.92 Unrealized +6.7%
ABBV ABBVIE INC 0.5%
Value ($000) $2,128 Shares 22,000 Est. Cost $26.55 Unrealized +151.9%
GM GENERAL MTRS CO 0.5%
Value ($000) $2,117 Shares 51,649 Est. Cost $26.01 Unrealized +45.6%
TRANSATLANTIC PETROLEUM LTD 0.5%
Value ($000) $2,030 Shares 1,460,392 Est. Cost $4.60 Unrealized
TC PIPELINES LP 0.5%
Value ($000) $2,018 Shares 38,000 Est. Cost $48.29 Unrealized
KGC KINROSS GOLD CORP 0.5%
Value ($000) $2,002 Shares 463,352 Est. Cost $4.62 Unrealized -9.9%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,944 Shares 23,240 Est. Cost $53.69 Unrealized +6.4%
MEDLEY CAP CORP 0.5%
Value ($000) $1,917 Shares 367,236 Est. Cost $8.74 Unrealized
JPMORGAN CHASE & CO 0.5%
Value ($000) $1,840 Shares 27,700 Est. Cost $23.69 Unrealized
AGNC AGNC INVT CORP 0.5%
Value ($000) $1,837 Shares 87,633 Est. Cost $18.42 Unrealized
NEOVASC INC 0.5%
Value ($000) $1,800 Shares 3,000,010 Est. Cost $1.66 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,745 Shares 24,600 Est. Cost $54.51 Unrealized
ENERGY TRANSFER PARTNERS LP 0.4%
Value ($000) $1,650 Shares 92,071 Est. Cost $18.29 Unrealized
MB FINANCIAL INC NEW 0.4%
Value ($000) $1,558 Shares 35,000 Est. Cost $26.80 Unrealized
ZTS ZOETIS INC 0.4%
Value ($000) $1,525 Shares 21,174 Est. Cost $29.32 Unrealized +119.8%
LLY LILLY ELI & CO 0.4%
Value ($000) $1,520 Shares 18,000 Est. Cost $42.21 Unrealized +78.3%
RIG TRANSOCEAN LTD 0.3%
Value ($000) $1,294 Shares 121,138 Est. Cost $24.77 Unrealized -58.1%
ABT ABBOTT LABS 0.3%
Value ($000) $1,256 Shares 22,000 Est. Cost $28.85 Unrealized +66.8%
GOOG ALPHABET INC 0.3%
Value ($000) $1,137 Shares 50 Est. Cost Unrealized
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $1,137 Shares 75,000 Est. Cost $14.07 Unrealized 0.0%
TPG SPECIALTY LENDING INC 0.3%
Value ($000) $1,093 Shares 55,220 Est. Cost $16.14 Unrealized
VALE VALE S A 0.3%
Value ($000) $1,078 Shares 88,132 Est. Cost $11.93 Unrealized
SYNA SYNAPTICS INC 0.3%
Value ($000) $1,001 Shares 25,073 Est. Cost $66.96 Unrealized -42.9%
LAYNE CHRISTENSEN CO 0.2%
Value ($000) $972 Shares 1,000,000 Est. Cost $0.70 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $856 Shares 20,000 Est. Cost $23.16 Unrealized +48.9%
CF CF INDS HLDGS INC 0.2%
Value ($000) $851 Shares 20,000 Est. Cost $25.79 Unrealized +19.2%
TCP CAP CORP 0.2%
Value ($000) $750 Shares 49,093 Est. Cost $14.18 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $709 Shares 18,000 Est. Cost $15.41 Unrealized +40.6%
ARCC ARES CAP CORP 0.2%
Value ($000) $704 Shares 44,796 Est. Cost $7.01 Unrealized +6.6%
CIDARA THERAPEUTICS INC 0.2%
Value ($000) $680 Shares 100,000 Est. Cost $7.80 Unrealized
HRZN HORIZON TECHNOLOGY FIN CORP 0.2%
Value ($000) $658 Shares 58,641 Est. Cost $3.60 Unrealized +19.4%
PMT PENNYMAC MTG INVT TR 0.1%
Value ($000) $570 Shares 35,500 Est. Cost $15.46 Unrealized
MRCC MONROE CAP CORP 0.1%
Value ($000) $538 Shares 39,116 Est. Cost $5.25 Unrealized +2.6%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $526 Shares 37,385 Est. Cost $15.06 Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $439 Shares 36,573 Est. Cost $15.62 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $395 Shares 7,200 Est. Cost $39.96 Unrealized -0.8%
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $384 Shares 30,674 Est. Cost $11.12 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $351 Shares 19,646 Est. Cost $15.02 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $337 Shares 5,000 Est. Cost $51.22 Unrealized 0.0%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $264 Shares 12,016 Est. Cost $34.70 Unrealized
MEDLEY MGMT INC 0.1%
Value ($000) $261 Shares 40,134 Est. Cost $8.30 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $239 Shares 300 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $188 Shares 250 Est. Cost $39.96 Unrealized -0.8%
OCWEN FINL CORP 0.0%
Value ($000) $125 Shares 40,000 Est. Cost $5.47 Unrealized
APOLLO INVT CORP 0.0%
Value ($000) $85 Shares 15,000 Est. Cost $6.21 Unrealized
ALPS ETF TR 0.0%
Value ($000) $36 Shares 500 Est. Cost $10.79 Unrealized
FIFTH STR ASSET MGMT INC 0.0%
Value ($000) $23 Shares 17,793 Est. Cost $4.83 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $23.16 Unrealized +48.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $20.24 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 200 Est. Cost $51.22 Unrealized 0.0%
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $0 Shares 69 Est. Cost $24.41 Unrealized -58.2%