West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 13, 2019

Total Value ($000): $399,945 (100.0% shares, 0.0% debt)

Holdings (87)

CHIMERA INVT CORP 13.1%
Value ($000) $52,554 Shares 2,799,081 Est. Cost $13.78 Unrealized
CENTURYLINK INC 7.8%
Value ($000) $31,002 Shares 2,585,668 Est. Cost $16.63 Unrealized
SYK STRYKER CORP 5.6%
Value ($000) $22,445 Shares 113,620 Est. Cost $86.37 Unrealized +93.5%
EPD ENTERPRISE PRODS PARTNERS L 5.0%
Value ($000) $20,196 Shares 694,022 Est. Cost $50.68 Unrealized
TWO HBRS INVT CORP 4.9%
Value ($000) $19,537 Shares 1,426,085 Est. Cost $15.43 Unrealized
FS KKR CAPITAL CORP 3.3%
Value ($000) $13,116 Shares 2,167,969 Est. Cost $5.22 Unrealized
ANNALY CAP MGMT INC 2.8%
Value ($000) $11,178 Shares 1,118,922 Est. Cost $12.38 Unrealized
MVC CAPITAL INC 2.8%
Value ($000) $11,080 Shares 1,221,628 Est. Cost $10.94 Unrealized
SLRC SOLAR CAP LTD 2.5%
Value ($000) $10,029 Shares 479,013 Est. Cost $6.98 Unrealized +49.9%
FDUS FIDUS INVT CORP 2.4%
Value ($000) $9,517 Shares 620,824 Est. Cost $5.44 Unrealized +21.0%
EFC ELLINGTON FINANCIAL INC 2.2%
Value ($000) $8,799 Shares 491,555 Est. Cost $17.90 Unrealized
SOLAR SR CAP LTD 2.1%
Value ($000) $8,515 Shares 495,609 Est. Cost $16.25 Unrealized
BARRICK GOLD CORP 2.0%
Value ($000) $7,982 Shares 582,197 Est. Cost $14.59 Unrealized
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $7,564 Shares 39,400 Est. Cost $120.06 Unrealized +36.7%
PNNT PENNANTPARK INVT CORP 1.8%
Value ($000) $7,145 Shares 1,030,880 Est. Cost $2.55 Unrealized +17.6%
NEM NEWMONT MINING CORP 1.7%
Value ($000) $6,895 Shares 192,763 Est. Cost $17.09 Unrealized +60.0%
CSCO CISCO SYS INC 1.6%
Value ($000) $6,479 Shares 120,000 Est. Cost $15.24 Unrealized +159.3%
STWD STARWOOD PPTY TR INC 1.6%
Value ($000) $6,284 Shares 280,853 Est. Cost $22.56 Unrealized
ALPS ETF TR 1.6%
Value ($000) $6,262 Shares 624,312 Est. Cost $10.73 Unrealized
BKD BROOKDALE SR LIVING INC 1.5%
Value ($000) $6,191 Shares 940,940 Est. Cost $23.28 Unrealized -68.5%
THL CR INC 1.5%
Value ($000) $5,815 Shares 886,403 Est. Cost $9.27 Unrealized
OAKTREE SPECIALTY LENDING CO 1.3%
Value ($000) $5,365 Shares 1,035,721 Est. Cost $4.41 Unrealized
MFA FINL INC 1.3%
Value ($000) $5,293 Shares 727,604 Est. Cost $7.97 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $5,001 Shares 42,400 Est. Cost $26.70 Unrealized +283.1%
GPMT GRANITE PT MTG TR INC 1.2%
Value ($000) $4,990 Shares 267,518 Est. Cost $17.17 Unrealized
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $4,798 Shares 120,000 Est. Cost $29.43 Unrealized +7.1%
ETF MANAGERS TR 1.2%
Value ($000) $4,665 Shares 116,600 Est. Cost $31.64 Unrealized
RC READY CAP CORP 1.1%
Value ($000) $4,495 Shares 299,659 Est. Cost $14.16 Unrealized
TC PIPELINES LP 1.0%
Value ($000) $4,110 Shares 110,000 Est. Cost $33.67 Unrealized
CGBD TCG BDC INC 1.0%
Value ($000) $4,054 Shares 280,000 Est. Cost $6.33 Unrealized -3.3%
NMFC NEW MTN FIN CORP 0.9%
Value ($000) $3,744 Shares 275,939 Est. Cost $4.15 Unrealized +54.0%
BBDC BARINGS BDC INC 0.9%
Value ($000) $3,619 Shares 368,882 Est. Cost $5.17 Unrealized -1.2%
SYF SYNCHRONY FINL 0.9%
Value ($000) $3,521 Shares 110,362 Est. Cost $24.93 Unrealized +1.7%
BUCKEYE PARTNERS L P 0.9%
Value ($000) $3,469 Shares 101,963 Est. Cost $51.73 Unrealized
SUMMIT MIDSTREAM PARTNERS LP 0.8%
Value ($000) $3,266 Shares 335,692 Est. Cost $11.73 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.8%
Value ($000) $3,218 Shares 250,949 Est. Cost $5.03 Unrealized +19.1%
SIERRA METALS INC 0.8%
Value ($000) $3,168 Shares 1,947,438 Est. Cost $2.39 Unrealized
NUSTAR ENERGY LP 0.7%
Value ($000) $2,834 Shares 105,406 Est. Cost $41.64 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.7%
Value ($000) $2,822 Shares 22,100 Est. Cost $75.27 Unrealized +42.7%
GENERAL ELECTRIC CO 0.7%
Value ($000) $2,797 Shares 279,952 Est. Cost $17.46 Unrealized
HUM HUMANA INC 0.7%
Value ($000) $2,660 Shares 10,000 Est. Cost $297.93 Unrealized -8.9%
GOOG ALPHABET INC 0.6%
Value ($000) $2,347 Shares 2,000 Est. Cost $53.13 Unrealized +4.8%
PDL BIOPHARMA INC 0.6%
Value ($000) $2,235 Shares 600,750 Est. Cost $2.51 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $2,132 Shares 21,174 Est. Cost $29.32 Unrealized +193.0%
OAKTREE STRATEGIC INCOME COR 0.5%
Value ($000) $2,086 Shares 257,529 Est. Cost $8.31 Unrealized
TRGP TARGA RES CORP 0.5%
Value ($000) $1,960 Shares 47,178 Est. Cost $15.07 Unrealized +123.6%
GM GENERAL MTRS CO 0.5%
Value ($000) $1,916 Shares 51,649 Est. Cost $26.01 Unrealized +34.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,878 Shares 23,240 Est. Cost $53.69 Unrealized +3.2%
ET ENERGY TRANSFER LP 0.5%
Value ($000) $1,811 Shares 117,851 Est. Cost $13.21 Unrealized
KGC KINROSS GOLD CORP 0.4%
Value ($000) $1,594 Shares 463,352 Est. Cost $4.62 Unrealized -27.8%
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,584 Shares 87,633 Est. Cost $18.42 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,491 Shares 24,600 Est. Cost $54.51 Unrealized
TRANSATLANTIC PETROLEUM LTD 0.4%
Value ($000) $1,435 Shares 1,656,701 Est. Cost $4.16 Unrealized
CONTURA ENERGY INC 0.3%
Value ($000) $1,392 Shares 24,032 Est. Cost $65.75 Unrealized
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $1,298 Shares 45,000 Est. Cost $14.07 Unrealized +75.4%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,280 Shares 50,750 Est. Cost $20.28 Unrealized 0.0%
VALE VALE S A 0.3%
Value ($000) $1,151 Shares 88,132 Est. Cost $11.93 Unrealized
TPG SPECIALTY LENDING INC 0.3%
Value ($000) $1,104 Shares 55,220 Est. Cost $16.14 Unrealized
RIG TRANSOCEAN LTD 0.3%
Value ($000) $1,055 Shares 121,138 Est. Cost $24.77 Unrealized -65.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $998 Shares 20,000 Est. Cost $23.16 Unrealized +67.4%
SYNA SYNAPTICS INC 0.2%
Value ($000) $997 Shares 25,073 Est. Cost $66.96 Unrealized -41.0%
SD SANDRIDGE ENERGY INC 0.2%
Value ($000) $933 Shares 116,300 Est. Cost $9.13 Unrealized -10.4%
FRFHF FAIRFAX FINL HLDGS LTD SUB VTG 0.2%
Value ($000) $924 Shares 1,991 Est. Cost $476.36 Unrealized -12.1%
EXC EXELON CORP 0.2%
Value ($000) $902 Shares 18,000 Est. Cost $15.41 Unrealized +73.5%
TSLA TESLA INC 0.2%
Value ($000) $874 Shares 400 Est. Cost Unrealized
MEDLEY CAP CORP 0.2%
Value ($000) $747 Shares 240,237 Est. Cost $8.74 Unrealized
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $735 Shares 35,500 Est. Cost $15.46 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.2%
Value ($000) $696 Shares 49,093 Est. Cost $14.63 Unrealized -2.5%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $616 Shares 250 Est. Cost Unrealized
CIDARA THERAPEUTICS INC 0.1%
Value ($000) $561 Shares 211,872 Est. Cost $6.11 Unrealized
XMPT VANECK VECTORS ETF TR 0.1%
Value ($000) $548 Shares 20,995 Est. Cost $23.86 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $507 Shares 37,385 Est. Cost $15.06 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $481 Shares 7,200 Est. Cost $39.96 Unrealized +32.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $477 Shares 4,710 Est. Cost $91.43 Unrealized -6.7%
EQS EQUUS TOTAL RETURN INC 0.1%
Value ($000) $464 Shares 243,803 Est. Cost $2.39 Unrealized -19.6%
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $435 Shares 36,573 Est. Cost $15.62 Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $371 Shares 30,674 Est. Cost $11.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $352 Shares 200 Est. Cost Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $299 Shares 12,016 Est. Cost $34.70 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $255 Shares 100 Est. Cost $297.93 Unrealized -8.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $218 Shares 5,000 Est. Cost $35.74 Unrealized 0.0%
TRAVELCENTERS AMER LLC 0.0%
Value ($000) $144 Shares 35,000 Est. Cost $4.11 Unrealized
MEDLEY MGMT INC 0.0%
Value ($000) $138 Shares 40,134 Est. Cost $8.30 Unrealized
FIFTH STR ASSET MGMT INC 0.0%
Value ($000) $22 Shares 17,793 Est. Cost $4.83 Unrealized
NEOVASC INC 0.0%
Value ($000) $13 Shares 30,000 Est. Cost $0.60 Unrealized
ALPS ETF TR 0.0%
Value ($000) $11 Shares 750 Est. Cost $10.73 Unrealized
SD SANDRIDGE ENERGY INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.13 Unrealized -10.4%