West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $422,465 (100.0% shares, 0.0% debt)

Holdings (89)

CENTURYLINK INC 12.8%
Value ($000) $53,968 Shares 2,545,668 Est. Cost $16.68 Unrealized
CHIMERA INVT CORP 12.1%
Value ($000) $51,263 Shares 2,822,081 Est. Cost $13.78 Unrealized
TWO HBRS INVT CORP 5.1%
Value ($000) $21,452 Shares 1,426,085 Est. Cost $15.43 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.7%
Value ($000) $19,939 Shares 694,022 Est. Cost $50.68 Unrealized
SYK STRYKER CORP 3.4%
Value ($000) $14,434 Shares 81,220 Est. Cost $59.09 Unrealized +166.6%
MVC CAPITAL INC 2.8%
Value ($000) $11,692 Shares 1,211,629 Est. Cost $10.94 Unrealized
ANNALY CAP MGMT INC 2.7%
Value ($000) $11,447 Shares 1,118,922 Est. Cost $12.38 Unrealized
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $10,642 Shares 40,000 Est. Cost $201.13 Unrealized +14.7%
SLRC SOLAR CAP LTD 2.4%
Value ($000) $10,288 Shares 479,013 Est. Cost $6.98 Unrealized +48.5%
BKD BROOKDALE SR LIVING INC 2.2%
Value ($000) $9,249 Shares 940,940 Est. Cost $23.28 Unrealized -60.5%
FDUS FIDUS INVT CORP 2.1%
Value ($000) $9,076 Shares 620,824 Est. Cost $5.44 Unrealized +17.0%
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $8,835 Shares 39,400 Est. Cost $120.06 Unrealized +63.6%
CORPORATE CAP TR INC 2.0%
Value ($000) $8,614 Shares 564,487 Est. Cost $16.12 Unrealized
SOLAR SR CAP LTD 2.0%
Value ($000) $8,292 Shares 495,609 Est. Cost $16.25 Unrealized
ELLINGTON FINANCIAL LLC 1.9%
Value ($000) $7,870 Shares 491,555 Est. Cost $21.83 Unrealized
SUTHERLAND ASSET MGMT CORP M 1.6%
Value ($000) $6,931 Shares 410,322 Est. Cost $13.58 Unrealized
PNNT PENNANTPARK INVT CORP 1.6%
Value ($000) $6,779 Shares 908,714 Est. Cost $2.50 Unrealized +22.0%
BARRICK GOLD CORP 1.5%
Value ($000) $6,451 Shares 582,197 Est. Cost $14.59 Unrealized
ALPS ETF TR 1.5%
Value ($000) $6,134 Shares 574,312 Est. Cost $10.79 Unrealized
STWD STARWOOD PPTY TR INC 1.4%
Value ($000) $6,051 Shares 280,853 Est. Cost $22.56 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $5,838 Shares 120,000 Est. Cost $15.24 Unrealized +136.5%
NEM NEWMONT MINING CORP 1.4%
Value ($000) $5,821 Shares 192,763 Est. Cost $17.09 Unrealized +58.3%
MFA FINL INC 1.3%
Value ($000) $5,351 Shares 727,604 Est. Cost $7.97 Unrealized
GPMT GRANITE PT MTG TR INC 1.2%
Value ($000) $5,158 Shares 267,518 Est. Cost $17.17 Unrealized
THL CR INC 1.2%
Value ($000) $4,961 Shares 614,798 Est. Cost $10.59 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,849 Shares 42,400 Est. Cost $26.70 Unrealized +277.5%
ETF MANAGERS TR 1.1%
Value ($000) $4,679 Shares 116,600 Est. Cost $31.64 Unrealized
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $4,249 Shares 120,000 Est. Cost $29.43 Unrealized -0.3%
SIERRA METALS INC 0.9%
Value ($000) $4,003 Shares 1,606,944 Est. Cost $2.52 Unrealized
NMFC NEW MTN FIN CORP 0.9%
Value ($000) $3,725 Shares 275,939 Est. Cost $4.15 Unrealized +48.9%
BUCKEYE PARTNERS L P 0.9%
Value ($000) $3,641 Shares 101,963 Est. Cost $51.73 Unrealized
OAKTREE SPECIALTY LENDING CO 0.8%
Value ($000) $3,587 Shares 723,165 Est. Cost $4.49 Unrealized
UAL UNITED CONTL HLDGS INC 0.8%
Value ($000) $3,562 Shares 40,000 Est. Cost $69.09 Unrealized +19.4%
CGBD TCG BDC INC 0.8%
Value ($000) $3,545 Shares 212,300 Est. Cost $6.42 Unrealized +4.7%
PFLT PENNANTPARK FLOATING RATE CA 0.8%
Value ($000) $3,505 Shares 266,417 Est. Cost $4.72 Unrealized +28.1%
SYF SYNCHRONY FINL 0.8%
Value ($000) $3,430 Shares 110,362 Est. Cost $24.93 Unrealized +6.1%
TC PIPELINES LP 0.8%
Value ($000) $3,336 Shares 110,000 Est. Cost $33.67 Unrealized
GENERAL ELECTRIC CO 0.7%
Value ($000) $3,163 Shares 279,952 Est. Cost $17.46 Unrealized
NUSTAR ENERGY LP 0.7%
Value ($000) $2,930 Shares 105,406 Est. Cost $41.64 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.7%
Value ($000) $2,905 Shares 22,100 Est. Cost $75.27 Unrealized +48.7%
TRGP TARGA RES CORP 0.6%
Value ($000) $2,657 Shares 47,178 Est. Cost $15.07 Unrealized +174.0%
TRANSATLANTIC PETROLEUM LTD 0.5%
Value ($000) $2,264 Shares 1,460,392 Est. Cost $4.60 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $2,231 Shares 400 Est. Cost Unrealized
ENERGY TRANSFER PARTNERS LP 0.5%
Value ($000) $2,050 Shares 92,071 Est. Cost $18.29 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,976 Shares 23,240 Est. Cost $53.69 Unrealized +8.4%
ZTS ZOETIS INC 0.5%
Value ($000) $1,939 Shares 21,174 Est. Cost $29.32 Unrealized +185.4%
SUMMIT MIDSTREAM PARTNERS LP 0.5%
Value ($000) $1,939 Shares 135,574 Est. Cost $14.58 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $1,932 Shares 18,000 Est. Cost $42.21 Unrealized +113.9%
GRUBHUB INC 0.4%
Value ($000) $1,740 Shares 350 Est. Cost Unrealized
GM GENERAL MTRS CO 0.4%
Value ($000) $1,739 Shares 51,649 Est. Cost $26.01 Unrealized +27.2%
RIG TRANSOCEAN LTD 0.4%
Value ($000) $1,690 Shares 121,138 Est. Cost $24.77 Unrealized -49.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,666 Shares 24,600 Est. Cost $54.51 Unrealized
PDL BIOPHARMA INC 0.4%
Value ($000) $1,651 Shares 627,800 Est. Cost $2.47 Unrealized
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,639 Shares 87,633 Est. Cost $18.42 Unrealized
MB FINANCIAL INC NEW 0.4%
Value ($000) $1,614 Shares 35,000 Est. Cost $26.80 Unrealized
OAKTREE STRATEGIC INCOME COR 0.3%
Value ($000) $1,384 Shares 159,973 Est. Cost $8.65 Unrealized
UAL UNITED CONTL HLDGS INC 0.3%
Value ($000) $1,314 Shares 600 Est. Cost $69.09 Unrealized +19.4%
VALE VALE S A 0.3%
Value ($000) $1,308 Shares 88,132 Est. Cost $11.93 Unrealized
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $1,281 Shares 45,000 Est. Cost $14.07 Unrealized +134.6%
KGC KINROSS GOLD CORP 0.3%
Value ($000) $1,251 Shares 463,352 Est. Cost $4.62 Unrealized -29.9%
BBDC BARINGS BDC INC 0.3%
Value ($000) $1,149 Shares 114,834 Est. Cost $5.31 Unrealized 0.0%
SYNA SYNAPTICS INC 0.3%
Value ($000) $1,144 Shares 25,073 Est. Cost $66.96 Unrealized -29.0%
TPG SPECIALTY LENDING INC 0.3%
Value ($000) $1,126 Shares 55,220 Est. Cost $16.14 Unrealized
FRFHF FAIRFAX FINL HLDGS LTD SUB VTG 0.3%
Value ($000) $1,081 Shares 1,991 Est. Cost $476.36 Unrealized 0.0%
MEDLEY CAP CORP 0.2%
Value ($000) $918 Shares 240,237 Est. Cost $8.74 Unrealized
CIDARA THERAPEUTICS INC 0.2%
Value ($000) $880 Shares 200,000 Est. Cost $6.32 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $859 Shares 20,000 Est. Cost $23.16 Unrealized +53.7%
EXC EXELON CORP 0.2%
Value ($000) $786 Shares 18,000 Est. Cost $15.41 Unrealized +54.5%
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $719 Shares 35,500 Est. Cost $15.46 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.2%
Value ($000) $699 Shares 49,093 Est. Cost $14.63 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $560 Shares 400 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $557 Shares 7,200 Est. Cost $39.96 Unrealized +41.0%
MRCC MONROE CAP CORP 0.1%
Value ($000) $531 Shares 39,116 Est. Cost $5.25 Unrealized +5.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $531 Shares 4,710 Est. Cost $91.43 Unrealized +1.3%
EQS EQUUS TOTAL RETURN INC 0.1%
Value ($000) $484 Shares 243,803 Est. Cost $2.39 Unrealized -11.0%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $478 Shares 37,385 Est. Cost $15.06 Unrealized
SPX CORP 0.1%
Value ($000) $438 Shares 355 Est. Cost Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $413 Shares 36,573 Est. Cost $15.62 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $379 Shares 500 Est. Cost Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $355 Shares 30,674 Est. Cost $11.12 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $305 Shares 5,000 Est. Cost $51.22 Unrealized +1.6%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $295 Shares 12,016 Est. Cost $34.70 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $245 Shares 150 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $212 Shares 250 Est. Cost Unrealized
MEDLEY MGMT INC 0.0%
Value ($000) $211 Shares 40,134 Est. Cost $8.30 Unrealized
APOLLO INVT CORP 0.0%
Value ($000) $84 Shares 15,000 Est. Cost $6.21 Unrealized
NEOVASC INC 0.0%
Value ($000) $82 Shares 30,000 Est. Cost $1.66 Unrealized
FIFTH STR ASSET MGMT INC 0.0%
Value ($000) $24 Shares 17,793 Est. Cost $4.83 Unrealized
ALPS ETF TR 0.0%
Value ($000) $10 Shares 500 Est. Cost $10.79 Unrealized