West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: May 13, 2019

Total Value ($000): $386,694

Holdings (91)

CHIMERA INVT CORP 13.0%
Value ($000) $50,388 Shares 2,822,081 Est. Cost $13.78 Unrealized
CENTURYLINK INC 10.0%
Value ($000) $38,765 Shares 2,558,768 Est. Cost $16.68 Unrealized
TWO HBRS INVT CORP 4.8%
Value ($000) $18,553 Shares 1,426,085 Est. Cost $15.43 Unrealized
SYK STRYKER CORP 4.6%
Value ($000) $17,813 Shares 113,620 Est. Cost $86.37 Unrealized +79.2%
EPD ENTERPRISE PRODS PARTNERS L 4.4%
Value ($000) $17,066 Shares 694,022 Est. Cost $50.68 Unrealized
ANNALY CAP MGMT INC 2.8%
Value ($000) $10,988 Shares 1,118,922 Est. Cost $12.38 Unrealized
FS KKR CAPITAL CORP 2.8%
Value ($000) $10,775 Shares 2,080,170 Est. Cost $5.18 Unrealized
MVC CAPITAL INC 2.6%
Value ($000) $10,072 Shares 1,221,628 Est. Cost $10.94 Unrealized
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $9,965 Shares 40,000 Est. Cost $201.13 Unrealized +16.9%
SLRC SOLAR CAP LTD 2.4%
Value ($000) $9,239 Shares 479,013 Est. Cost $6.98 Unrealized +45.9%
BARRICK GOLD CORP 2.0%
Value ($000) $7,883 Shares 582,197 Est. Cost $14.59 Unrealized
ELLINGTON FINANCIAL LLC 1.9%
Value ($000) $7,536 Shares 491,555 Est. Cost $21.83 Unrealized
SOLAR SR CAP LTD 1.9%
Value ($000) $7,504 Shares 495,609 Est. Cost $16.25 Unrealized
FDUS FIDUS INVT CORP 1.9%
Value ($000) $7,257 Shares 620,824 Est. Cost $5.44 Unrealized +11.2%
NEM NEWMONT MINING CORP 1.7%
Value ($000) $6,679 Shares 192,763 Est. Cost $17.09 Unrealized +52.4%
PNNT PENNANTPARK INVT CORP 1.7%
Value ($000) $6,589 Shares 1,030,880 Est. Cost $2.55 Unrealized +15.4%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $6,582 Shares 39,400 Est. Cost $120.06 Unrealized +42.3%
BKD BROOKDALE SR LIVING INC 1.6%
Value ($000) $6,304 Shares 940,940 Est. Cost $23.28 Unrealized -64.0%
STWD STARWOOD PPTY TR INC 1.4%
Value ($000) $5,543 Shares 280,853 Est. Cost $22.56 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $5,200 Shares 120,000 Est. Cost $15.24 Unrealized +142.2%
ALPS ETF TR 1.3%
Value ($000) $5,036 Shares 576,812 Est. Cost $10.79 Unrealized
MFA FINL INC 1.3%
Value ($000) $4,863 Shares 727,604 Est. Cost $7.97 Unrealized
GPMT GRANITE PT MTG TR INC 1.3%
Value ($000) $4,845 Shares 267,518 Est. Cost $17.17 Unrealized
THL CR INC 1.2%
Value ($000) $4,658 Shares 766,094 Est. Cost $9.70 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 1.1%
Value ($000) $4,385 Shares 378,669 Est. Cost $5.03 Unrealized +14.6%
OAKTREE SPECIALTY LENDING CO 1.1%
Value ($000) $4,381 Shares 1,035,721 Est. Cost $4.41 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,307 Shares 42,400 Est. Cost $26.70 Unrealized +274.5%
RC READY CAP CORP 1.1%
Value ($000) $4,243 Shares 299,659 Est. Cost $14.16 Unrealized
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $4,086 Shares 120,000 Est. Cost $29.43 Unrealized +3.4%
ETF MANAGERS TR 1.0%
Value ($000) $3,929 Shares 116,600 Est. Cost $31.64 Unrealized
TC PIPELINES LP 0.9%
Value ($000) $3,533 Shares 110,000 Est. Cost $33.67 Unrealized
CGBD TCG BDC INC 0.9%
Value ($000) $3,472 Shares 280,000 Est. Cost $6.33 Unrealized -4.5%
NMFC NEW MTN FIN CORP 0.9%
Value ($000) $3,471 Shares 275,939 Est. Cost $4.15 Unrealized +45.8%
SIERRA METALS INC 0.9%
Value ($000) $3,410 Shares 1,932,029 Est. Cost $2.39 Unrealized
BBDC BARINGS BDC INC 0.9%
Value ($000) $3,324 Shares 368,882 Est. Cost $5.17 Unrealized -1.2%
META FACEBOOK INC 0.8%
Value ($000) $3,277 Shares 25,000 Est. Cost $143.86 Unrealized 0.0%
BUCKEYE PARTNERS L P 0.8%
Value ($000) $2,956 Shares 101,963 Est. Cost $51.73 Unrealized
HUM HUMANA INC 0.7%
Value ($000) $2,870 Shares 10,000 Est. Cost $297.93 Unrealized 0.0%
SYF SYNCHRONY FINL 0.7%
Value ($000) $2,589 Shares 110,362 Est. Cost $24.93 Unrealized -9.3%
ZBH ZIMMER BIOMET HLDGS INC 0.6%
Value ($000) $2,292 Shares 22,100 Est. Cost $75.27 Unrealized +40.9%
NUSTAR ENERGY LP 0.6%
Value ($000) $2,206 Shares 105,406 Est. Cost $41.64 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $2,119 Shares 279,952 Est. Cost $17.46 Unrealized
UAL UNITED CONTL HLDGS INC 0.5%
Value ($000) $2,093 Shares 25,000 Est. Cost $69.09 Unrealized +27.1%
GOOG ALPHABET INC 0.5%
Value ($000) $2,071 Shares 2,000 Est. Cost $53.13 Unrealized 0.0%
OAKTREE STRATEGIC INCOME COR 0.5%
Value ($000) $1,996 Shares 257,529 Est. Cost $8.31 Unrealized
PDL BIOPHARMA INC 0.5%
Value ($000) $1,975 Shares 680,950 Est. Cost $2.51 Unrealized
SUMMIT MIDSTREAM PARTNERS LP 0.5%
Value ($000) $1,865 Shares 185,574 Est. Cost $13.36 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $1,811 Shares 21,174 Est. Cost $29.32 Unrealized +190.0%
GM GENERAL MTRS CO 0.4%
Value ($000) $1,727 Shares 51,649 Est. Cost $26.01 Unrealized +20.5%
TRGP TARGA RES CORP 0.4%
Value ($000) $1,699 Shares 47,178 Est. Cost $15.07 Unrealized +152.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,585 Shares 23,240 Est. Cost $53.69 Unrealized +5.0%
CONTURA ENERGY INC 0.4%
Value ($000) $1,580 Shares 24,032 Est. Cost $65.75 Unrealized
ET ENERGY TRANSFER LP 0.4%
Value ($000) $1,557 Shares 117,851 Est. Cost $13.21 Unrealized
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,544 Shares 87,633 Est. Cost $18.42 Unrealized
TRANSATLANTIC PETROLEUM LTD 0.4%
Value ($000) $1,519 Shares 1,460,392 Est. Cost $4.60 Unrealized
KGC KINROSS GOLD CORP 0.4%
Value ($000) $1,501 Shares 463,352 Est. Cost $4.62 Unrealized -39.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,404 Shares 24,600 Est. Cost $54.51 Unrealized
MB FINANCIAL INC NEW 0.4%
Value ($000) $1,387 Shares 35,000 Est. Cost $26.80 Unrealized
VALE VALE S A 0.3%
Value ($000) $1,162 Shares 88,132 Est. Cost $11.93 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,065 Shares 9,200 Est. Cost $42.21 Unrealized +140.1%
TPG SPECIALTY LENDING INC 0.3%
Value ($000) $999 Shares 55,220 Est. Cost $16.14 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $976 Shares 400 Est. Cost Unrealized
UAL UNITED CONTL HLDGS INC 0.2%
Value ($000) $952 Shares 600 Est. Cost $69.09 Unrealized +27.1%
SYNA SYNAPTICS INC 0.2%
Value ($000) $933 Shares 25,073 Est. Cost $66.96 Unrealized -43.9%
FRFHF FAIRFAX FINL HLDGS LTD SUB VTG 0.2%
Value ($000) $877 Shares 1,991 Est. Cost $476.36 Unrealized -13.1%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $841 Shares 121,138 Est. Cost $24.77 Unrealized -58.9%
EXC EXELON CORP 0.2%
Value ($000) $812 Shares 18,000 Est. Cost $15.41 Unrealized +61.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $801 Shares 20,000 Est. Cost $23.16 Unrealized +54.5%
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $771 Shares 45,000 Est. Cost $14.07 Unrealized +72.0%
MRCC MONROE CAP CORP 0.2%
Value ($000) $691 Shares 72,022 Est. Cost $5.08 Unrealized -4.0%
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $661 Shares 35,500 Est. Cost $15.46 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.2%
Value ($000) $640 Shares 49,093 Est. Cost $14.63 Unrealized -4.7%
MEDLEY CAP CORP 0.2%
Value ($000) $639 Shares 240,237 Est. Cost $8.74 Unrealized
SD SANDRIDGE ENERGY INC 0.1%
Value ($000) $565 Shares 74,200 Est. Cost $9.67 Unrealized 0.0%
XMPT VANECK VECTORS ETF TR 0.1%
Value ($000) $501 Shares 20,995 Est. Cost $23.86 Unrealized
EQS EQUUS TOTAL RETURN INC 0.1%
Value ($000) $478 Shares 243,803 Est. Cost $2.39 Unrealized -15.6%
CIDARA THERAPEUTICS INC 0.1%
Value ($000) $470 Shares 200,000 Est. Cost $6.32 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $469 Shares 37,385 Est. Cost $15.06 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $460 Shares 4,710 Est. Cost $91.43 Unrealized -4.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $449 Shares 7,200 Est. Cost $39.96 Unrealized +33.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $380 Shares 250 Est. Cost Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $374 Shares 36,573 Est. Cost $15.62 Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $344 Shares 30,674 Est. Cost $11.12 Unrealized
NKE NIKE INC 0.1%
Value ($000) $282 Shares 450 Est. Cost Unrealized
GRUBHUB INC 0.1%
Value ($000) $266 Shares 350 Est. Cost Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $242 Shares 12,016 Est. Cost $34.70 Unrealized
MEDLEY MGMT INC 0.0%
Value ($000) $155 Shares 40,134 Est. Cost $8.30 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $117 Shares 7,600 Est. Cost $11.20 Unrealized 0.0%
FIFTH STR ASSET MGMT INC 0.0%
Value ($000) $24 Shares 17,793 Est. Cost $4.83 Unrealized
NEOVASC INC 0.0%
Value ($000) $18 Shares 30,000 Est. Cost $0.60 Unrealized
ALPS ETF TR 0.0%
Value ($000) $13 Shares 1,250 Est. Cost $10.79 Unrealized