West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 13, 2019

Total Value ($000): $402,509 (100.0% shares, 0.0% debt)

Holdings (79)

CHIMERA INVT CORP 13.6%
Value ($000) $54,849 Shares 2,799,081 Est. Cost $13.78 Unrealized
CENTURYLINK INC 8.0%
Value ($000) $32,269 Shares 2,585,668 Est. Cost $16.63 Unrealized
SYK STRYKER CORP 6.1%
Value ($000) $24,579 Shares 113,620 Est. Cost $86.37 Unrealized +131.8%
EPD ENTERPRISE PRODS PARTNERS L 4.9%
Value ($000) $19,835 Shares 694,022 Est. Cost $50.68 Unrealized
TWO HBRS INVT CORP 4.7%
Value ($000) $18,931 Shares 1,426,085 Est. Cost $15.43 Unrealized
FS KKR CAPITAL CORP 3.1%
Value ($000) $12,639 Shares 2,167,969 Est. Cost $5.22 Unrealized
MVC CAPITAL INC 2.7%
Value ($000) $10,872 Shares 1,221,628 Est. Cost $10.94 Unrealized
BARRICK GOLD CORPORATION 2.5%
Value ($000) $10,238 Shares 590,503 Est. Cost $14.63 Unrealized
SLRC SOLAR CAP LTD 2.5%
Value ($000) $9,938 Shares 479,013 Est. Cost $6.98 Unrealized +54.4%
ANNALY CAP MGMT INC 2.4%
Value ($000) $9,847 Shares 1,118,922 Est. Cost $12.38 Unrealized
FDUS FIDUS INVT CORP 2.4%
Value ($000) $9,503 Shares 640,824 Est. Cost $5.50 Unrealized +34.4%
EFC ELLINGTON FINANCIAL INC 2.2%
Value ($000) $8,882 Shares 491,555 Est. Cost $17.90 Unrealized
SOLAR SR CAP LTD 2.1%
Value ($000) $8,465 Shares 476,059 Est. Cost $16.25 Unrealized
GS GOLDMAN SACHS GROUP INC 2.0%
Value ($000) $8,165 Shares 39,400 Est. Cost $120.06 Unrealized +49.6%
NEM NEWMONT GOLDCORP CORPORATION 1.8%
Value ($000) $7,310 Shares 192,763 Est. Cost $17.09 Unrealized +89.5%
BKD BROOKDALE SR LIVING INC 1.8%
Value ($000) $7,132 Shares 940,940 Est. Cost $23.28 Unrealized -66.0%
STWD STARWOOD PPTY TR INC 1.7%
Value ($000) $6,809 Shares 280,853 Est. Cost $22.56 Unrealized
ALPS ETF TR 1.6%
Value ($000) $6,620 Shares 724,312 Est. Cost $10.51 Unrealized
PNNT PENNANTPARK INVT CORP 1.6%
Value ($000) $6,558 Shares 1,042,062 Est. Cost $2.55 Unrealized +12.6%
THL CREDIT INC 1.5%
Value ($000) $6,132 Shares 901,763 Est. Cost $9.23 Unrealized
CSCO CISCO SYS INC 1.5%
Value ($000) $5,929 Shares 120,000 Est. Cost $15.24 Unrealized +180.8%
MSFT MICROSOFT CORP 1.5%
Value ($000) $5,895 Shares 42,400 Est. Cost $26.70 Unrealized +386.5%
OAKTREE SPECIALTY LENDING CO 1.4%
Value ($000) $5,706 Shares 1,101,457 Est. Cost $4.46 Unrealized
CMCSA COMCAST CORP NEW 1.3%
Value ($000) $5,410 Shares 120,000 Est. Cost $29.43 Unrealized +27.4%
MFA FINL INC 1.3%
Value ($000) $5,358 Shares 727,604 Est. Cost $7.97 Unrealized
GPMT GRANITE PT MTG TR INC 1.2%
Value ($000) $5,013 Shares 267,518 Est. Cost $17.17 Unrealized
RC READY CAP CORP 1.2%
Value ($000) $4,870 Shares 299,659 Est. Cost $14.16 Unrealized
ET ENERGY TRANSFER LP 1.2%
Value ($000) $4,783 Shares 365,709 Est. Cost $13.12 Unrealized
TC PIPELINES LP 1.1%
Value ($000) $4,474 Shares 110,000 Est. Cost $33.67 Unrealized
BBDC BARINGS BDC INC 1.1%
Value ($000) $4,473 Shares 440,682 Est. Cost $5.19 Unrealized +2.7%
ETF MANAGERS TR 1.1%
Value ($000) $4,361 Shares 116,600 Est. Cost $31.64 Unrealized
BUCKEYE PARTNERS L P 1.0%
Value ($000) $4,190 Shares 101,963 Est. Cost $51.73 Unrealized
CGBD TCG BDC INC 1.0%
Value ($000) $4,032 Shares 280,000 Est. Cost $6.33 Unrealized +2.0%
SYF SYNCHRONY FINL 0.9%
Value ($000) $3,762 Shares 110,362 Est. Cost $24.93 Unrealized +17.4%
ZBH ZIMMER BIOMET HLDGS INC 0.8%
Value ($000) $3,034 Shares 22,100 Est. Cost $75.27 Unrealized +62.9%
NUSTAR ENERGY LP 0.7%
Value ($000) $2,985 Shares 105,406 Est. Cost $41.64 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.7%
Value ($000) $2,695 Shares 232,014 Est. Cost $5.03 Unrealized +12.7%
ZTS ZOETIS INC 0.7%
Value ($000) $2,638 Shares 21,174 Est. Cost $29.32 Unrealized +290.8%
HUM HUMANA INC 0.6%
Value ($000) $2,557 Shares 10,000 Est. Cost $297.93 Unrealized -11.0%
GENERAL ELECTRIC CO 0.6%
Value ($000) $2,503 Shares 279,952 Est. Cost $17.46 Unrealized
SIERRA METALS INC 0.6%
Value ($000) $2,309 Shares 1,947,538 Est. Cost $2.39 Unrealized
KGC KINROSS GOLD CORP 0.5%
Value ($000) $2,131 Shares 463,352 Est. Cost $4.62 Unrealized +0.4%
OAKTREE STRATEGIC INCOME COR 0.5%
Value ($000) $2,125 Shares 257,529 Est. Cost $8.31 Unrealized
GM GENERAL MTRS CO 0.5%
Value ($000) $1,954 Shares 52,126 Est. Cost $26.01 Unrealized +38.5%
TRGP TARGA RES CORP 0.5%
Value ($000) $1,895 Shares 47,178 Est. Cost $15.07 Unrealized +112.9%
NMFC NEW MTN FIN CORP 0.5%
Value ($000) $1,841 Shares 135,068 Est. Cost $4.15 Unrealized +62.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,641 Shares 23,240 Est. Cost $53.69 Unrealized +0.1%
SUMMIT MIDSTREAM PARTNERS LP 0.4%
Value ($000) $1,631 Shares 335,692 Est. Cost $11.73 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,630 Shares 24,600 Est. Cost $54.51 Unrealized
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,416 Shares 87,633 Est. Cost $18.42 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.3%
Value ($000) $1,400 Shares 450 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,390 Shares 50,750 Est. Cost $20.28 Unrealized +4.8%
TRANSATLANTIC PETROLEUM LTD 0.3%
Value ($000) $1,292 Shares 1,908,771 Est. Cost $3.70 Unrealized
PDL BIOPHARMA INC 0.3%
Value ($000) $1,165 Shares 539,450 Est. Cost $2.51 Unrealized
TPG SPECIALTY LENDING INC 0.3%
Value ($000) $1,159 Shares 55,220 Est. Cost $16.14 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,106 Shares 20,000 Est. Cost $23.16 Unrealized +101.6%
VALE VALE S A 0.3%
Value ($000) $1,014 Shares 88,132 Est. Cost $11.93 Unrealized
SYNA SYNAPTICS INC 0.2%
Value ($000) $1,002 Shares 25,073 Est. Cost $66.96 Unrealized -49.6%
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $995 Shares 45,000 Est. Cost $14.07 Unrealized +51.4%
EXC EXELON CORP 0.2%
Value ($000) $870 Shares 18,000 Est. Cost $15.41 Unrealized +73.8%
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $789 Shares 35,500 Est. Cost $15.46 Unrealized
CONTURA ENERGY INC 0.2%
Value ($000) $672 Shares 24,032 Est. Cost $65.75 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.2%
Value ($000) $665 Shares 49,093 Est. Cost $14.63 Unrealized -5.8%
MEDLEY CAP CORP 0.2%
Value ($000) $622 Shares 240,237 Est. Cost $8.74 Unrealized
CIDARA THERAPEUTICS INC 0.1%
Value ($000) $599 Shares 300,000 Est. Cost $4.81 Unrealized
SD SANDRIDGE ENERGY INC 0.1%
Value ($000) $597 Shares 127,100 Est. Cost $9.01 Unrealized -36.4%
XMPT VANECK VECTORS ETF TR 0.1%
Value ($000) $579 Shares 20,995 Est. Cost $23.86 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value ($000) $541 Shares 121,138 Est. Cost $24.77 Unrealized -78.6%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $537 Shares 37,385 Est. Cost $15.06 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $410 Shares 7,200 Est. Cost $39.96 Unrealized +13.4%
EQS EQUUS TOTAL RETURN INC 0.1%
Value ($000) $393 Shares 243,803 Est. Cost $2.39 Unrealized -30.6%
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $392 Shares 30,674 Est. Cost $11.12 Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $385 Shares 36,573 Est. Cost $15.62 Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $255 Shares 12,016 Est. Cost $34.70 Unrealized
MOV MOVODA GROUP INC 0.1%
Value ($000) $249 Shares 10,000 Est. Cost $24.81 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value ($000) $249 Shares 100 Est. Cost $297.93 Unrealized -11.0%
NEWT NEWTEK BUSINESS SVCS CORP 0.1%
Value ($000) $226 Shares 10,005 Est. Cost $22.18 Unrealized 0.0%
MEDLEY MGMT INC 0.0%
Value ($000) $140 Shares 40,134 Est. Cost $8.30 Unrealized
ALPS ETF TR 0.0%
Value ($000) $2 Shares 750 Est. Cost $10.51 Unrealized