West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $413,702 (100.0% shares, 0.0% debt)

Holdings (90)

CHIMERA INVT CORP 12.9%
Value ($000) $53,536 Shares 2,599,081 Est. Cost $14.01 Unrealized
CENTURYLINK INC 8.3%
Value ($000) $34,157 Shares 2,585,668 Est. Cost $16.63 Unrealized
SYK STRYKER CORP 5.8%
Value ($000) $23,857 Shares 113,620 Est. Cost $86.37 Unrealized +101.1%
TWO HBRS INVT CORP 5.1%
Value ($000) $21,055 Shares 1,426,085 Est. Cost $14.74 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.7%
Value ($000) $19,544 Shares 694,022 Est. Cost $50.68 Unrealized
FS KKR CAPITAL CORP 3.2%
Value ($000) $13,290 Shares 2,167,969 Est. Cost $5.13 Unrealized
MVC CAPITAL INC 2.7%
Value ($000) $11,202 Shares 1,221,628 Est. Cost $10.94 Unrealized
ANNALY CAP MGMT INC 2.5%
Value ($000) $10,540 Shares 1,118,922 Est. Cost $12.21 Unrealized
SLRC SOLAR CAP LTD 2.4%
Value ($000) $9,924 Shares 479,013 Est. Cost $6.98 Unrealized +23.0%
FDUS FIDUS INVT CORP 2.3%
Value ($000) $9,587 Shares 646,024 Est. Cost $5.61 Unrealized -18.9%
GS GOLDMAN SACHS GROUP INC 2.2%
Value ($000) $9,059 Shares 39,400 Est. Cost $120.06 Unrealized +36.7%
EFC ELLINGTON FINANCIAL INC 2.2%
Value ($000) $8,981 Shares 489,953 Est. Cost $15.83 Unrealized
SOLAR SR CAP LTD 2.0%
Value ($000) $8,389 Shares 476,059 Est. Cost $16.25 Unrealized
NEM NEWMONT GOLDCORP CORPORATION 2.0%
Value ($000) $8,376 Shares 192,763 Est. Cost $17.09 Unrealized +191.8%
STWD STARWOOD PPTY TR INC 1.7%
Value ($000) $6,989 Shares 280,853 Est. Cost $22.56 Unrealized
BKD BROOKDALE SR LIVING INC 1.7%
Value ($000) $6,841 Shares 940,940 Est. Cost $23.28 Unrealized -86.1%
PNNT PENNANTPARK INVT CORP 1.7%
Value ($000) $6,829 Shares 1,042,062 Est. Cost $2.56 Unrealized -36.3%
MSFT MICROSOFT CORP 1.6%
Value ($000) $6,686 Shares 42,400 Est. Cost $26.70 Unrealized +548.1%
ET ENERGY TRANSFER LP 1.6%
Value ($000) $6,632 Shares 516,909 Est. Cost $13.04 Unrealized
ALPS ETF TR 1.6%
Value ($000) $6,462 Shares 760,212 Est. Cost $10.08 Unrealized
OAKTREE SPECIALTY LENDING CO 1.5%
Value ($000) $6,123 Shares 1,121,457 Est. Cost $4.25 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $5,755 Shares 120,000 Est. Cost $15.24 Unrealized +142.8%
THL CREDIT INC 1.4%
Value ($000) $5,690 Shares 901,763 Est. Cost $8.66 Unrealized
MFA FINL INC 1.3%
Value ($000) $5,569 Shares 727,604 Est. Cost $7.97 Unrealized
CMCSA COMCAST CORP NEW 1.3%
Value ($000) $5,396 Shares 120,000 Est. Cost $29.43 Unrealized +11.3%
GPMT GRANITE PT MTG TR INC 1.2%
Value ($000) $4,939 Shares 267,518 Est. Cost $17.17 Unrealized
ETF MANAGERS TR 1.2%
Value ($000) $4,841 Shares 116,600 Est. Cost $31.64 Unrealized
RC READY CAP CORP 1.1%
Value ($000) $4,720 Shares 299,659 Est. Cost $12.29 Unrealized
NUSTAR ENERGY LP 1.1%
Value ($000) $4,665 Shares 180,456 Est. Cost $27.30 Unrealized
TC PIPELINES LP 1.1%
Value ($000) $4,653 Shares 110,000 Est. Cost $33.67 Unrealized
BBDC BARINGS BDC INC 1.1%
Value ($000) $4,530 Shares 440,682 Est. Cost $5.20 Unrealized -22.3%
SIERRA METALS INC 1.0%
Value ($000) $4,242 Shares 2,556,082 Est. Cost $2.13 Unrealized
CGBD TCG BDC INC 1.0%
Value ($000) $4,149 Shares 310,063 Est. Cost $6.21 Unrealized -37.4%
SYF SYNCHRONY FINL 1.0%
Value ($000) $3,974 Shares 110,362 Est. Cost $24.93 Unrealized -31.8%
ZBH ZIMMER BIOMET HLDGS INC 0.8%
Value ($000) $3,308 Shares 22,100 Est. Cost $75.27 Unrealized +46.2%
GENERAL ELECTRIC CO 0.8%
Value ($000) $3,124 Shares 279,952 Est. Cost $17.46 Unrealized
KAYNE ANDERSN MLP MIDS INVT 0.7%
Value ($000) $2,999 Shares 215,300 Est. Cost $13.05 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.7%
Value ($000) $2,829 Shares 232,014 Est. Cost $5.08 Unrealized -22.8%
ZTS ZOETIS INC 0.7%
Value ($000) $2,802 Shares 21,174 Est. Cost $29.32 Unrealized +324.5%
OAKTREE STRATEGIC INCOME COR 0.6%
Value ($000) $2,312 Shares 282,329 Est. Cost $8.30 Unrealized
KGC KINROSS GOLD CORP 0.5%
Value ($000) $2,196 Shares 463,352 Est. Cost $4.62 Unrealized +40.4%
IIPR INNOVATIVE INDL PPTYS INC 0.5%
Value ($000) $1,987 Shares 450 Est. Cost $75.84 Unrealized
TRGP TARGA RES CORP 0.5%
Value ($000) $1,926 Shares 47,178 Est. Cost $15.07 Unrealized -10.8%
GM GENERAL MTRS CO 0.5%
Value ($000) $1,908 Shares 52,126 Est. Cost $26.01 Unrealized -9.7%
PDL BIOPHARMA INC 0.4%
Value ($000) $1,751 Shares 539,450 Est. Cost $2.55 Unrealized
THC TENET HEALTHCARE CORP 0.4%
Value ($000) $1,711 Shares 45,000 Est. Cost $14.07 Unrealized +40.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,622 Shares 23,240 Est. Cost $53.69 Unrealized -35.2%
GRUBHUB INC 0.4%
Value ($000) $1,620 Shares 33,300 Est. Cost $48.65 Unrealized
PTON PELOTON INTERACTIVE INC 0.4%
Value ($000) $1,584 Shares 1,850 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $1,560 Shares 50,750 Est. Cost $20.28 Unrealized -26.8%
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,555 Shares 87,633 Est. Cost $18.04 Unrealized
NMFC NEW MTN FIN CORP 0.4%
Value ($000) $1,552 Shares 112,968 Est. Cost $4.40 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,547 Shares 24,600 Est. Cost $47.52 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,306 Shares 350 Est. Cost $41.46 Unrealized +30.5%
TPG SPECIALTY LENDING INC 0.3%
Value ($000) $1,186 Shares 55,220 Est. Cost $14.98 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.3%
Value ($000) $1,168 Shares 15,400 Est. Cost $75.84 Unrealized
VALE VALE S A 0.3%
Value ($000) $1,163 Shares 88,132 Est. Cost $11.93 Unrealized
CIDARA THERAPEUTICS INC 0.3%
Value ($000) $1,152 Shares 300,000 Est. Cost $4.37 Unrealized
SUMMIT MIDSTREAM PARTNERS LP 0.3%
Value ($000) $1,111 Shares 335,692 Est. Cost $11.73 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,102 Shares 20,000 Est. Cost $23.16 Unrealized +92.4%
TRANSATLANTIC PETROLEUM LTD 0.3%
Value ($000) $1,073 Shares 2,198,040 Est. Cost $2.72 Unrealized
YETI YETI HLDGS INC 0.3%
Value ($000) $1,070 Shares 30,775 Est. Cost $30.04 Unrealized 0.0%
PLAINS GP HLDGS L P 0.2%
Value ($000) $1,000 Shares 52,788 Est. Cost $18.94 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $920 Shares 50,000 Est. Cost $14.81 Unrealized
RIG TRANSOCEAN LTD 0.2%
Value ($000) $833 Shares 121,138 Est. Cost $24.77 Unrealized -93.7%
EXC EXELON CORP 0.2%
Value ($000) $821 Shares 18,000 Est. Cost $15.41 Unrealized +40.9%
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $791 Shares 35,500 Est. Cost $15.46 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.2%
Value ($000) $690 Shares 49,093 Est. Cost $14.63 Unrealized -41.2%
XMPT VANECK VECTORS ETF TRUST 0.1%
Value ($000) $579 Shares 20,995 Est. Cost $23.86 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $555 Shares 1,000 Est. Cost Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $546 Shares 37,385 Est. Cost $15.06 Unrealized
SD SANDRIDGE ENERGY INC 0.1%
Value ($000) $539 Shares 127,100 Est. Cost $9.01 Unrealized -83.3%
MEDLEY CAP CORP 0.1%
Value ($000) $524 Shares 240,237 Est. Cost $8.74 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $468 Shares 7,200 Est. Cost $39.96 Unrealized -17.6%
EQS EQUUS TOTAL RETURN INC 0.1%
Value ($000) $445 Shares 243,803 Est. Cost $2.39 Unrealized -52.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $431 Shares 300 Est. Cost Unrealized
BA BOEING CO 0.1%
Value ($000) $407 Shares 250 Est. Cost $272.82 Unrealized -43.7%
HUM HUMANA INC 0.1%
Value ($000) $403 Shares 1,100 Est. Cost $355.71 Unrealized 0.0%
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $397 Shares 36,573 Est. Cost $15.62 Unrealized
INVESCO QUALITY MUNI INC TRS 0.1%
Value ($000) $386 Shares 30,674 Est. Cost $11.12 Unrealized
BARRICK GOLD CORPORATION 0.1%
Value ($000) $364 Shares 19,562 Est. Cost $14.63 Unrealized
MOV MOVODA GROUP INC 0.1%
Value ($000) $328 Shares 15,100 Est. Cost $24.33 Unrealized -55.6%
NEWT NEWTEK BUSINESS SVCS CORP 0.1%
Value ($000) $227 Shares 10,005 Est. Cost $20.29 Unrealized -22.0%
CONTURA ENERGY INC 0.1%
Value ($000) $217 Shares 24,032 Est. Cost $65.75 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $201 Shares 5,000 Est. Cost $15.47 Unrealized 0.0%
MEDLEY MGMT INC 0.0%
Value ($000) $118 Shares 40,134 Est. Cost $8.30 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $102 Shares 300 Est. Cost $26.01 Unrealized -9.7%
ALPS ETF TR 0.0%
Value ($000) $2 Shares 750 Est. Cost $10.08 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $355.71 Unrealized 0.0%
GRUBHUB INC 0.0%
Value ($000) $1 Shares 350 Est. Cost $48.65 Unrealized