West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 10, 2018

Total Value ($000): $378,172 (100.0% shares, 0.0% debt)

Holdings (85)

CHIMERA INVT CORP 13.0%
Value ($000) $49,132 Shares 2,822,081 Est. Cost $13.78 Unrealized
CENTURYLINK INC 11.1%
Value ($000) $41,825 Shares 2,545,668 Est. Cost $16.68 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.5%
Value ($000) $16,990 Shares 694,022 Est. Cost $50.68 Unrealized
CYS INVTS INC 3.7%
Value ($000) $13,864 Shares 2,063,092 Est. Cost $8.46 Unrealized
SYK STRYKER CORP 3.5%
Value ($000) $13,070 Shares 81,220 Est. Cost $59.09 Unrealized +150.3%
ANNALY CAP MGMT INC 3.1%
Value ($000) $11,670 Shares 1,118,922 Est. Cost $12.38 Unrealized
MVC CAPITAL INC 2.9%
Value ($000) $10,977 Shares 1,105,397 Est. Cost $11.06 Unrealized
GS GOLDMAN SACHS GROUP INC 2.6%
Value ($000) $9,923 Shares 39,400 Est. Cost $120.06 Unrealized +81.9%
SLRC SOLAR CAP LTD 2.6%
Value ($000) $9,729 Shares 479,013 Est. Cost $6.98 Unrealized +37.2%
CORPORATE CAP TR INC 2.4%
Value ($000) $9,242 Shares 564,487 Est. Cost $16.12 Unrealized
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $8,560 Shares 40,000 Est. Cost $201.13 Unrealized 0.0%
SOLAR SR CAP LTD 2.2%
Value ($000) $8,326 Shares 495,609 Est. Cost $16.25 Unrealized
FDUS FIDUS INVT CORP 2.1%
Value ($000) $7,777 Shares 603,824 Est. Cost $5.43 Unrealized +4.6%
NEM NEWMONT MINING CORP 2.0%
Value ($000) $7,531 Shares 192,763 Est. Cost $17.09 Unrealized +79.3%
ELLINGTON FINANCIAL LLC 1.9%
Value ($000) $7,280 Shares 491,555 Est. Cost $21.83 Unrealized
BARRICK GOLD CORP 1.9%
Value ($000) $7,248 Shares 582,197 Est. Cost $14.59 Unrealized
TWO HBRS INVT CORP 1.9%
Value ($000) $7,079 Shares 460,562 Est. Cost $16.25 Unrealized
PNNT PENNANTPARK INVT CORP 1.7%
Value ($000) $6,437 Shares 963,557 Est. Cost $2.48 Unrealized +7.6%
SUTHERLAND ASSET MGMT CORP M 1.6%
Value ($000) $6,216 Shares 410,322 Est. Cost $13.58 Unrealized
STWD STARWOOD PPTY TR INC 1.6%
Value ($000) $5,884 Shares 280,853 Est. Cost $22.56 Unrealized
BKD BROOKDALE SR LIVING INC 1.5%
Value ($000) $5,844 Shares 870,940 Est. Cost $24.41 Unrealized -65.4%
MFA FINL INC 1.4%
Value ($000) $5,479 Shares 727,604 Est. Cost $7.97 Unrealized
ALPS ETF TR 1.4%
Value ($000) $5,471 Shares 574,312 Est. Cost $10.79 Unrealized
THL CR INC 1.4%
Value ($000) $5,247 Shares 675,305 Est. Cost $10.81 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $5,147 Shares 120,000 Est. Cost $15.24 Unrealized +119.6%
GPMT GRANITE PT MTG TR INC 1.2%
Value ($000) $4,425 Shares 267,518 Est. Cost $17.17 Unrealized
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $4,100 Shares 120,000 Est. Cost $29.43 Unrealized +8.0%
ETF MANAGERS TR 1.1%
Value ($000) $3,996 Shares 116,600 Est. Cost $31.64 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,870 Shares 42,400 Est. Cost $26.70 Unrealized +215.7%
BUCKEYE PARTNERS L P 1.0%
Value ($000) $3,812 Shares 101,963 Est. Cost $51.73 Unrealized
CGBD TCG BDC INC 1.0%
Value ($000) $3,800 Shares 212,300 Est. Cost $6.42 Unrealized +3.9%
GENERAL ELECTRIC CO 1.0%
Value ($000) $3,774 Shares 279,952 Est. Cost $17.46 Unrealized
SYF SYNCHRONY FINL 1.0%
Value ($000) $3,700 Shares 110,362 Est. Cost $24.93 Unrealized +22.3%
NMFC NEW MTN FIN CORP 1.0%
Value ($000) $3,629 Shares 275,939 Est. Cost $4.15 Unrealized +35.0%
PFLT PENNANTPARK FLOATING RATE CA 0.9%
Value ($000) $3,487 Shares 266,417 Est. Cost $4.72 Unrealized +19.6%
UAL UNITED CONTL HLDGS INC 0.7%
Value ($000) $2,779 Shares 40,000 Est. Cost $69.09 Unrealized 0.0%
SIERRA METALS INC 0.7%
Value ($000) $2,774 Shares 1,082,625 Est. Cost $2.52 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.6%
Value ($000) $2,410 Shares 22,100 Est. Cost $75.27 Unrealized +44.6%
TRGP TARGA RES CORP 0.5%
Value ($000) $2,076 Shares 47,178 Est. Cost $15.07 Unrealized +135.4%
MOS MOSAIC CO NEW 0.5%
Value ($000) $2,064 Shares 85,000 Est. Cost $18.92 Unrealized +22.3%
OAKTREE SPECIALTY LENDING CO 0.5%
Value ($000) $2,020 Shares 468,849 Est. Cost $4.31 Unrealized
TRANSATLANTIC PETROLEUM LTD 0.5%
Value ($000) $1,884 Shares 1,460,392 Est. Cost $4.60 Unrealized
GM GENERAL MTRS CO 0.5%
Value ($000) $1,877 Shares 51,649 Est. Cost $26.01 Unrealized +37.4%
NUSTAR ENERGY LP 0.5%
Value ($000) $1,864 Shares 91,406 Est. Cost $44.55 Unrealized
KGC KINROSS GOLD CORP 0.5%
Value ($000) $1,830 Shares 463,352 Est. Cost $4.62 Unrealized -13.7%
ZTS ZOETIS INC 0.5%
Value ($000) $1,768 Shares 21,174 Est. Cost $29.32 Unrealized +152.7%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,734 Shares 23,240 Est. Cost $53.69 Unrealized +3.8%
EXPRESS SCRIPTS HLDG CO 0.5%
Value ($000) $1,727 Shares 25,000 Est. Cost $69.08 Unrealized
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,658 Shares 87,633 Est. Cost $18.42 Unrealized
THC TENET HEALTHCARE CORP 0.4%
Value ($000) $1,576 Shares 65,000 Est. Cost $14.07 Unrealized +41.5%
ENERGY TRANSFER PARTNERS LP 0.4%
Value ($000) $1,493 Shares 92,071 Est. Cost $18.29 Unrealized
MEDLEY CAP CORP 0.4%
Value ($000) $1,462 Shares 367,236 Est. Cost $8.74 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,435 Shares 24,600 Est. Cost $54.51 Unrealized
MB FINANCIAL INC NEW 0.4%
Value ($000) $1,417 Shares 35,000 Est. Cost $26.80 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,393 Shares 18,000 Est. Cost $42.21 Unrealized +69.9%
TC PIPELINES LP 0.3%
Value ($000) $1,318 Shares 38,000 Est. Cost $48.29 Unrealized
RIG TRANSOCEAN LTD 0.3%
Value ($000) $1,199 Shares 121,138 Est. Cost $24.77 Unrealized -58.4%
SUMMIT MIDSTREAM PARTNERS LP 0.3%
Value ($000) $1,163 Shares 82,774 Est. Cost $14.05 Unrealized
SYNA SYNAPTICS INC 0.3%
Value ($000) $1,147 Shares 25,073 Est. Cost $66.96 Unrealized -32.2%
VALE VALE S A 0.3%
Value ($000) $1,121 Shares 88,132 Est. Cost $11.93 Unrealized
TPG SPECIALTY LENDING INC 0.3%
Value ($000) $986 Shares 55,220 Est. Cost $16.14 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $835 Shares 20,000 Est. Cost $23.16 Unrealized +54.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $793 Shares 7,210 Est. Cost $91.43 Unrealized 0.0%
ARCC ARES CAP CORP 0.2%
Value ($000) $711 Shares 44,796 Est. Cost $7.01 Unrealized +6.6%
EXC EXELON CORP 0.2%
Value ($000) $702 Shares 18,000 Est. Cost $15.41 Unrealized +33.2%
TCP CAP CORP 0.2%
Value ($000) $698 Shares 49,093 Est. Cost $14.18 Unrealized
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $640 Shares 35,500 Est. Cost $15.46 Unrealized
TRIANGLE CAP CORP 0.1%
Value ($000) $509 Shares 45,700 Est. Cost $11.14 Unrealized
UAL UNITED CONTL HLDGS INC 0.1%
Value ($000) $505 Shares 500 Est. Cost $69.09 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $491 Shares 37,385 Est. Cost $15.06 Unrealized
MRCC MONROE CAP CORP 0.1%
Value ($000) $481 Shares 39,116 Est. Cost $5.25 Unrealized -1.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $427 Shares 7,200 Est. Cost $39.96 Unrealized +9.5%
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $401 Shares 36,573 Est. Cost $15.62 Unrealized
CIDARA THERAPEUTICS INC 0.1%
Value ($000) $400 Shares 100,000 Est. Cost $7.80 Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $365 Shares 30,674 Est. Cost $11.12 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $324 Shares 5,000 Est. Cost $51.22 Unrealized +8.8%
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $323 Shares 19,646 Est. Cost $15.02 Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $261 Shares 12,016 Est. Cost $34.70 Unrealized
MEDLEY MGMT INC 0.1%
Value ($000) $229 Shares 40,134 Est. Cost $8.30 Unrealized
NEOVASC INC 0.0%
Value ($000) $183 Shares 3,000,010 Est. Cost $1.66 Unrealized
APOLLO INVT CORP 0.0%
Value ($000) $78 Shares 15,000 Est. Cost $6.21 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $57 Shares 200 Est. Cost $69.08 Unrealized
FIFTH STR ASSET MGMT INC 0.0%
Value ($000) $23 Shares 17,793 Est. Cost $4.83 Unrealized
ALPS ETF TR 0.0%
Value ($000) $13 Shares 500 Est. Cost $10.79 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $7 Shares 300 Est. Cost $69.08 Unrealized