West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 8, 2020

Total Value ($000): $251,210 (100.0% shares, 0.0% debt)

Holdings (90)

CENTURYLINK INC 9.8%
Value ($000) $24,536 Shares 2,593,668 Est. Cost $16.63 Unrealized
CHIMERA INVT CORP 9.1%
Value ($000) $22,931 Shares 2,509,081 Est. Cost $13.78 Unrealized
SYK STRYKER CORP 7.5%
Value ($000) $18,920 Shares 113,620 Est. Cost $86.37 Unrealized +112.2%
XLV SELECT SECTOR SPDR TR 5.0%
Value ($000) $12,578 Shares 142,000 Est. Cost $88.58 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.0%
Value ($000) $9,925 Shares 694,022 Est. Cost $50.68 Unrealized
NEM NEWMONT CORP 3.5%
Value ($000) $8,728 Shares 192,763 Est. Cost $17.09 Unrealized +121.7%
FS KKR CAPITAL CORP 2.7%
Value ($000) $6,756 Shares 2,251,969 Est. Cost $5.13 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $6,687 Shares 42,400 Est. Cost $26.70 Unrealized +485.5%
GS GOLDMAN SACHS GROUP INC 2.4%
Value ($000) $6,091 Shares 39,400 Est. Cost $120.06 Unrealized +53.6%
TWO HBRS INVT CORP 2.3%
Value ($000) $5,776 Shares 1,516,085 Est. Cost $14.74 Unrealized
SLRC SOLAR CAP LTD 2.2%
Value ($000) $5,630 Shares 479,713 Est. Cost $6.98 Unrealized +42.2%
ANNALY CAPITAL MANAGEMENT IN 2.1%
Value ($000) $5,354 Shares 1,056,094 Est. Cost $12.38 Unrealized
MVC CAPITAL INC 2.1%
Value ($000) $5,339 Shares 1,221,628 Est. Cost $10.94 Unrealized
TSLA TESLA INC 2.1%
Value ($000) $5,240 Shares 10,000 Est. Cost $41.46 Unrealized 0.0%
FDUS FIDUS INVT CORP 1.9%
Value ($000) $4,819 Shares 727,924 Est. Cost $5.61 Unrealized +16.2%
CSCO CISCO SYS INC 1.9%
Value ($000) $4,717 Shares 120,000 Est. Cost $15.24 Unrealized +140.7%
SOLAR SR CAP LTD 1.8%
Value ($000) $4,633 Shares 476,059 Est. Cost $16.25 Unrealized
BBDC BARINGS BDC INC 1.8%
Value ($000) $4,581 Shares 612,374 Est. Cost $5.20 Unrealized +0.6%
OAKTREE SPECIALTY LENDING CO 1.8%
Value ($000) $4,449 Shares 1,373,010 Est. Cost $4.25 Unrealized
ETF MANAGERS TR 1.7%
Value ($000) $4,159 Shares 116,600 Est. Cost $31.64 Unrealized
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $4,126 Shares 120,000 Est. Cost $29.43 Unrealized +22.5%
EFC ELLINGTON FINANCIAL INC 1.3%
Value ($000) $3,371 Shares 590,281 Est. Cost $15.83 Unrealized
TC PIPELINES LP 1.2%
Value ($000) $3,023 Shares 110,000 Est. Cost $33.67 Unrealized
RC READY CAP CORP 1.2%
Value ($000) $2,963 Shares 410,322 Est. Cost $12.29 Unrealized
PNNT PENNANTPARK INVT CORP 1.2%
Value ($000) $2,938 Shares 1,125,062 Est. Cost $2.56 Unrealized +2.8%
BKD BROOKDALE SR LIVING INC 1.2%
Value ($000) $2,936 Shares 940,940 Est. Cost $23.28 Unrealized -75.0%
STWD STARWOOD PPTY TR INC 1.1%
Value ($000) $2,886 Shares 280,853 Est. Cost $22.56 Unrealized
ALPS ETF TR 1.1%
Value ($000) $2,750 Shares 799,312 Est. Cost $10.08 Unrealized
THL CREDIT INC 1.0%
Value ($000) $2,617 Shares 987,383 Est. Cost $8.66 Unrealized
ZTS ZOETIS INC 1.0%
Value ($000) $2,492 Shares 21,174 Est. Cost $29.32 Unrealized +327.5%
ET ENERGY TRANSFER LP 1.0%
Value ($000) $2,398 Shares 521,309 Est. Cost $13.04 Unrealized
BA BOEING CO 0.9%
Value ($000) $2,237 Shares 15,000 Est. Cost $272.82 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.9%
Value ($000) $2,234 Shares 22,100 Est. Cost $75.27 Unrealized +65.9%
GENERAL ELECTRIC CO 0.9%
Value ($000) $2,223 Shares 279,952 Est. Cost $17.46 Unrealized
NUSTAR ENERGY LP 0.9%
Value ($000) $2,194 Shares 255,456 Est. Cost $27.30 Unrealized
SIERRA METALS INC 0.8%
Value ($000) $2,127 Shares 2,710,484 Est. Cost $2.13 Unrealized
CGBD TCG BDC INC 0.7%
Value ($000) $1,874 Shares 358,563 Est. Cost $6.21 Unrealized -10.7%
KGC KINROSS GOLD CORP 0.7%
Value ($000) $1,844 Shares 463,352 Est. Cost $4.62 Unrealized +4.7%
SYF SYNCHRONY FINL 0.7%
Value ($000) $1,776 Shares 110,362 Est. Cost $24.93 Unrealized +1.0%
PDL BIOPHARMA INC 0.7%
Value ($000) $1,762 Shares 624,783 Est. Cost $2.55 Unrealized
TPG SPECIALTY LENDING INC 0.6%
Value ($000) $1,604 Shares 115,220 Est. Cost $14.98 Unrealized
OAKTREE STRATEGIC INCOME COR 0.6%
Value ($000) $1,573 Shares 283,849 Est. Cost $8.30 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.6%
Value ($000) $1,467 Shares 40,200 Est. Cost $47.52 Unrealized
GPMT GRANITE PT MTG TR INC 0.5%
Value ($000) $1,356 Shares 267,518 Est. Cost $17.17 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.5%
Value ($000) $1,337 Shares 274,314 Est. Cost $5.08 Unrealized +5.6%
PTON PELOTON INTERACTIVE INC 0.5%
Value ($000) $1,330 Shares 1,850 Est. Cost Unrealized
MFA FINL INC 0.4%
Value ($000) $1,128 Shares 727,604 Est. Cost $7.97 Unrealized
GM GENERAL MTRS CO 0.4%
Value ($000) $1,083 Shares 52,126 Est. Cost $26.01 Unrealized +12.2%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $1,002 Shares 20,000 Est. Cost $23.16 Unrealized +101.7%
CIDARA THERAPEUTICS INC 0.4%
Value ($000) $915 Shares 368,910 Est. Cost $4.37 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $882 Shares 23,240 Est. Cost $53.69 Unrealized -21.6%
KAYNE ANDERSN MLP MIDS INVT 0.3%
Value ($000) $854 Shares 235,300 Est. Cost $13.05 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $802 Shares 57,600 Est. Cost $13.37 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $754 Shares 50,750 Est. Cost $20.28 Unrealized -3.1%
SKT TANGER FACTORY OUTLET CTRS I 0.3%
Value ($000) $740 Shares 148,000 Est. Cost $5.00 Unrealized
VALE VALE S A 0.3%
Value ($000) $731 Shares 88,132 Est. Cost $11.93 Unrealized
EXC EXELON CORP 0.3%
Value ($000) $663 Shares 18,000 Est. Cost $15.41 Unrealized +65.3%
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $648 Shares 45,000 Est. Cost $14.07 Unrealized +104.0%
GRUBHUB INC 0.2%
Value ($000) $611 Shares 15,000 Est. Cost $48.65 Unrealized
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $590 Shares 47,013 Est. Cost $9.17 Unrealized 0.0%
TRANSATLANTIC PETROLEUM LTD 0.2%
Value ($000) $556 Shares 2,688,959 Est. Cost $2.72 Unrealized
XMPT VANECK VECTORS ETF TR 0.2%
Value ($000) $535 Shares 20,995 Est. Cost $23.86 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.2%
Value ($000) $514 Shares 37,385 Est. Cost $15.06 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $504 Shares 65 Est. Cost $41.46 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $460 Shares 1,000 Est. Cost Unrealized
BOCT INNOVATOR ETFS TR 0.2%
Value ($000) $448 Shares 20,000 Est. Cost $22.40 Unrealized
AGNC AGNC INVT CORP 0.2%
Value ($000) $408 Shares 38,033 Est. Cost $18.42 Unrealized
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $377 Shares 35,500 Est. Cost $15.46 Unrealized
BARRICK GOLD CORPORATION 0.1%
Value ($000) $370 Shares 19,562 Est. Cost $14.63 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $363 Shares 68,800 Est. Cost $14.81 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $363 Shares 100 Est. Cost $41.46 Unrealized 0.0%
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $359 Shares 30,674 Est. Cost $11.12 Unrealized
NEWT NEWTEK BUSINESS SVCS CORP 0.1%
Value ($000) $328 Shares 24,805 Est. Cost $20.29 Unrealized -6.3%
TRGP TARGA RES CORP 0.1%
Value ($000) $326 Shares 47,178 Est. Cost $15.07 Unrealized +73.4%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $324 Shares 57,788 Est. Cost $5.61 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.1%
Value ($000) $307 Shares 49,093 Est. Cost $14.63 Unrealized -15.2%
EQS EQUUS TOTAL RETURN INC 0.1%
Value ($000) $232 Shares 243,803 Est. Cost $2.39 Unrealized -34.2%
BNOV INNOVATOR ETFS TR 0.1%
Value ($000) $229 Shares 10,000 Est. Cost $22.90 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $222 Shares 7,200 Est. Cost $39.96 Unrealized +2.5%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $207 Shares 36,059 Est. Cost $11.81 Unrealized 0.0%
SUMMIT MIDSTREAM PARTNERS LP 0.1%
Value ($000) $205 Shares 335,692 Est. Cost $11.73 Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $194 Shares 36,573 Est. Cost $15.62 Unrealized
MOV MOVADO GROUP INC 0.1%
Value ($000) $178 Shares 15,100 Est. Cost $24.33 Unrealized -35.1%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $141 Shares 121,138 Est. Cost $24.77 Unrealized -84.2%
MEDLEY CAP CORP 0.1%
Value ($000) $140 Shares 240,237 Est. Cost $8.74 Unrealized
SD SANDRIDGE ENERGY INC 0.0%
Value ($000) $114 Shares 127,100 Est. Cost $9.01 Unrealized -74.0%
CONTURA ENERGY INC 0.0%
Value ($000) $56 Shares 24,032 Est. Cost $65.75 Unrealized
MEDLEY MGMT INC 0.0%
Value ($000) $27 Shares 40,134 Est. Cost $8.30 Unrealized
BOEING CO 0.0%
Value ($000) $23 Shares 100 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $10 Shares 300 Est. Cost $26.01 Unrealized +12.2%