West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 9, 2018

Total Value ($000): $405,495 (100.0% shares, 0.0% debt)

Holdings (85)

CHIMERA INVT CORP 12.7%
Value ($000) $51,588 Shares 2,822,081 Est. Cost $13.78 Unrealized
CENTURYLINK INC 11.7%
Value ($000) $47,451 Shares 2,545,668 Est. Cost $16.68 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.7%
Value ($000) $19,204 Shares 694,022 Est. Cost $50.68 Unrealized
CYS INVTS INC 3.8%
Value ($000) $15,473 Shares 2,063,092 Est. Cost $8.46 Unrealized
SYK STRYKER CORP 3.4%
Value ($000) $13,715 Shares 81,220 Est. Cost $59.09 Unrealized +162.0%
ANNALY CAP MGMT INC 2.8%
Value ($000) $11,514 Shares 1,118,922 Est. Cost $12.38 Unrealized
MVC CAPITAL INC 2.8%
Value ($000) $11,404 Shares 1,200,397 Est. Cost $10.94 Unrealized
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $9,814 Shares 40,000 Est. Cost $201.13 Unrealized +5.5%
SLRC SOLAR CAP LTD 2.4%
Value ($000) $9,791 Shares 479,013 Est. Cost $6.98 Unrealized +42.5%
FDUS FIDUS INVT CORP 2.2%
Value ($000) $8,822 Shares 620,824 Est. Cost $5.44 Unrealized +6.1%
CORPORATE CAP TR INC 2.2%
Value ($000) $8,817 Shares 564,487 Est. Cost $16.12 Unrealized
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $8,690 Shares 39,400 Est. Cost $120.06 Unrealized +67.1%
SOLAR SR CAP LTD 2.0%
Value ($000) $8,083 Shares 495,609 Est. Cost $16.25 Unrealized
BKD BROOKDALE SR LIVING INC 2.0%
Value ($000) $7,917 Shares 870,940 Est. Cost $24.41 Unrealized -68.2%
ELLINGTON FINANCIAL LLC 1.9%
Value ($000) $7,673 Shares 491,555 Est. Cost $21.83 Unrealized
BARRICK GOLD CORP 1.9%
Value ($000) $7,644 Shares 582,197 Est. Cost $14.59 Unrealized
TWO HBRS INVT CORP 1.8%
Value ($000) $7,277 Shares 460,562 Est. Cost $16.25 Unrealized
NEM NEWMONT MINING CORP 1.8%
Value ($000) $7,269 Shares 192,763 Est. Cost $17.09 Unrealized +83.4%
PNNT PENNANTPARK INVT CORP 1.8%
Value ($000) $7,186 Shares 1,025,880 Est. Cost $2.50 Unrealized +11.2%
SUTHERLAND ASSET MGMT CORP M 1.6%
Value ($000) $6,668 Shares 410,322 Est. Cost $13.58 Unrealized
STWD STARWOOD PPTY TR INC 1.5%
Value ($000) $6,097 Shares 280,853 Est. Cost $22.56 Unrealized
ALPS ETF TR 1.4%
Value ($000) $5,801 Shares 574,312 Est. Cost $10.79 Unrealized
THL CR INC 1.4%
Value ($000) $5,704 Shares 729,374 Est. Cost $10.59 Unrealized
MFA FINL INC 1.4%
Value ($000) $5,515 Shares 727,604 Est. Cost $7.97 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $5,164 Shares 120,000 Est. Cost $15.24 Unrealized +128.0%
GPMT GRANITE PT MTG TR INC 1.2%
Value ($000) $4,909 Shares 267,518 Est. Cost $17.17 Unrealized
ETF MANAGERS TR 1.1%
Value ($000) $4,314 Shares 116,600 Est. Cost $31.64 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $4,181 Shares 42,400 Est. Cost $26.70 Unrealized +236.1%
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $3,937 Shares 120,000 Est. Cost $29.43 Unrealized -8.8%
GENERAL ELECTRIC CO 0.9%
Value ($000) $3,810 Shares 279,952 Est. Cost $17.46 Unrealized
NMFC NEW MTN FIN CORP 0.9%
Value ($000) $3,753 Shares 275,939 Est. Cost $4.15 Unrealized +42.2%
SYF SYNCHRONY FINL 0.9%
Value ($000) $3,684 Shares 110,362 Est. Cost $24.93 Unrealized +13.7%
PFLT PENNANTPARK FLOATING RATE CA 0.9%
Value ($000) $3,639 Shares 266,417 Est. Cost $4.72 Unrealized +25.4%
CGBD TCG BDC INC 0.9%
Value ($000) $3,613 Shares 212,300 Est. Cost $6.42 Unrealized +5.6%
BUCKEYE PARTNERS L P 0.9%
Value ($000) $3,584 Shares 101,963 Est. Cost $51.73 Unrealized
OAKTREE SPECIALTY LENDING CO 0.8%
Value ($000) $3,192 Shares 667,875 Est. Cost $4.45 Unrealized
SIERRA METALS INC 0.8%
Value ($000) $3,060 Shares 1,165,867 Est. Cost $2.52 Unrealized
TC PIPELINES LP 0.7%
Value ($000) $2,855 Shares 110,000 Est. Cost $33.67 Unrealized
UAL UNITED CONTL HLDGS INC 0.7%
Value ($000) $2,789 Shares 40,000 Est. Cost $69.09 Unrealized +0.6%
SPX CORP 0.6%
Value ($000) $2,542 Shares 355 Est. Cost Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.6%
Value ($000) $2,463 Shares 22,100 Est. Cost $75.27 Unrealized +35.8%
NUSTAR ENERGY LP 0.6%
Value ($000) $2,387 Shares 105,406 Est. Cost $41.64 Unrealized
TRGP TARGA RES CORP 0.6%
Value ($000) $2,335 Shares 47,178 Est. Cost $15.07 Unrealized +139.7%
THC TENET HEALTHCARE CORP 0.5%
Value ($000) $2,182 Shares 65,000 Est. Cost $14.07 Unrealized +120.9%
SUMMIT MIDSTREAM PARTNERS LP 0.5%
Value ($000) $2,088 Shares 135,574 Est. Cost $14.58 Unrealized
GM GENERAL MTRS CO 0.5%
Value ($000) $2,035 Shares 51,649 Est. Cost $26.01 Unrealized +34.7%
TRANSATLANTIC PETROLEUM LTD 0.5%
Value ($000) $2,015 Shares 1,460,392 Est. Cost $4.60 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,923 Shares 23,240 Est. Cost $53.69 Unrealized +4.6%
ZTS ZOETIS INC 0.4%
Value ($000) $1,804 Shares 21,174 Est. Cost $29.32 Unrealized +171.2%
ENERGY TRANSFER PARTNERS LP 0.4%
Value ($000) $1,753 Shares 92,071 Est. Cost $18.29 Unrealized
KGC KINROSS GOLD CORP 0.4%
Value ($000) $1,742 Shares 463,352 Est. Cost $4.62 Unrealized -18.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,699 Shares 24,600 Est. Cost $54.51 Unrealized
MB FINANCIAL INC NEW 0.4%
Value ($000) $1,635 Shares 35,000 Est. Cost $26.80 Unrealized
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,629 Shares 87,633 Est. Cost $18.42 Unrealized
RIG TRANSOCEAN LTD 0.4%
Value ($000) $1,628 Shares 121,138 Est. Cost $24.77 Unrealized -50.3%
LLY LILLY ELI & CO 0.4%
Value ($000) $1,536 Shares 18,000 Est. Cost $42.21 Unrealized +74.6%
MEDLEY CAP CORP 0.3%
Value ($000) $1,274 Shares 367,236 Est. Cost $8.74 Unrealized
SYNA SYNAPTICS INC 0.3%
Value ($000) $1,263 Shares 25,073 Est. Cost $66.96 Unrealized -32.2%
VALE VALE S A 0.3%
Value ($000) $1,130 Shares 88,132 Est. Cost $11.93 Unrealized
TPG SPECIALTY LENDING INC 0.2%
Value ($000) $991 Shares 55,220 Est. Cost $16.14 Unrealized
GRUBHUB INC 0.2%
Value ($000) $859 Shares 350 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $820 Shares 20,000 Est. Cost $23.16 Unrealized +44.0%
CIDARA THERAPEUTICS INC 0.2%
Value ($000) $800 Shares 153,874 Est. Cost $6.89 Unrealized
PDL BIOPHARMA INC 0.2%
Value ($000) $791 Shares 338,141 Est. Cost $2.34 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $767 Shares 18,000 Est. Cost $15.41 Unrealized +42.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $751 Shares 7,210 Est. Cost $91.43 Unrealized -2.6%
TCP CAP CORP 0.2%
Value ($000) $709 Shares 49,093 Est. Cost $14.18 Unrealized
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $674 Shares 35,500 Est. Cost $15.46 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $581 Shares 46,770 Est. Cost $12.52 Unrealized 0.0%
EQS EQUUS TOTAL RETURN INC 0.1%
Value ($000) $575 Shares 243,803 Est. Cost $2.39 Unrealized 0.0%
MRCC MONROE CAP CORP 0.1%
Value ($000) $527 Shares 39,116 Est. Cost $5.25 Unrealized +0.7%
TRIANGLE CAP CORP 0.1%
Value ($000) $526 Shares 45,700 Est. Cost $11.14 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $501 Shares 7,200 Est. Cost $39.96 Unrealized +29.6%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $497 Shares 37,385 Est. Cost $15.06 Unrealized
UAL UNITED CONTL HLDGS INC 0.1%
Value ($000) $485 Shares 600 Est. Cost $69.09 Unrealized +0.6%
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $399 Shares 36,573 Est. Cost $15.62 Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $366 Shares 30,674 Est. Cost $11.12 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $335 Shares 5,000 Est. Cost $51.22 Unrealized +7.5%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $287 Shares 12,016 Est. Cost $34.70 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $200 Shares 500 Est. Cost Unrealized
MEDLEY MGMT INC 0.0%
Value ($000) $142 Shares 40,134 Est. Cost $8.30 Unrealized
NEOVASC INC 0.0%
Value ($000) $128 Shares 3,000,010 Est. Cost $1.66 Unrealized
APOLLO INVT CORP 0.0%
Value ($000) $84 Shares 15,000 Est. Cost $6.21 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