West Family Investments, Inc. Diversified Active

Location: Carlsbad, CA

CIK: 0001568303 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value: $266M (100.0% shares, 0.0% debt)

Holdings (92)

PTON PELOTON INTERACTIVE INC 9.3%
Value $24.72M Shares 6,699 Est. Cost Unrealized
TSLA TESLA INC 8.0%
Value $21.45M Shares 50,000 Est. Cost $118.07 Unrealized 0.0%
SYK STRYKER CORPORATION 5.5%
Value $14.75M Shares 70,618 Est. Cost $86.37 Unrealized +112.6%
CHIMERA INVT CORP 5.1%
Value $13.6M Shares 1,640,536 Est. Cost $14.01 Unrealized
LUMEN TECHNOLOGIES INC 4.8%
Value $12.79M Shares 1,267,548 Est. Cost $16.63 Unrealized
NEM NEWMONT CORP 4.6%
Value $12.23M Shares 192,763 Est. Cost $17.09 Unrealized +222.6%
EPD ENTERPRISE PRODS PARTNERS L 4.6%
Value $12.16M Shares 754,022 Est. Cost $47.93 Unrealized
TSLA TESLA INC 3.4%
Value $9.18M Shares 325 Est. Cost $118.07 Unrealized 0.0%
MVC CAP INC 2.7%
Value $7.126M Shares 908,753 Est. Cost $10.94 Unrealized
EFC ELLINGTON FINANCIAL INC 2.4%
Value $6.347M Shares 517,728 Est. Cost $15.64 Unrealized
FSK FS KKR CAPITAL CORP 2.3%
Value $6.152M Shares 387,551 Est. Cost $7.29 Unrealized 0.0%
TWO HBRS INVT CORP 2.2%
Value $5.908M Shares 1,128,273 Est. Cost $14.74 Unrealized
ETF MANAGERS TR 2.0%
Value $5.427M Shares 116,600 Est. Cost $31.64 Unrealized
SLRC SOLAR CAP LTD 1.8%
Value $4.821M Shares 300,524 Est. Cost $6.98 Unrealized +35.8%
FDUS FIDUS INVT CORP 1.8%
Value $4.793M Shares 484,709 Est. Cost $5.61 Unrealized -7.4%
OAKTREE SPECIALTY LENDING CO 1.7%
Value $4.627M Shares 955,450 Est. Cost $4.25 Unrealized
BBDC BARINGS BDC INC 1.7%
Value $4.578M Shares 572,074 Est. Cost $5.05 Unrealized -9.8%
RC READY CAPITAL CORP 1.6%
Value $4.381M Shares 379,879 Est. Cost $12.13 Unrealized
KGC KINROSS GOLD CORP 1.5%
Value $4.087M Shares 463,352 Est. Cost $4.62 Unrealized +87.1%
LNWO SCIENTIFIC GAMES CORP 1.4%
Value $3.645M Shares 100,000 Est. Cost $21.43 Unrealized 0.0%
PDL BIOPHARMA INC 1.4%
Value $3.613M Shares 1,269,799 Est. Cost $2.72 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 1.3%
Value $3.406M Shares 99,600 Est. Cost $37.49 Unrealized
SOLAR SR CAP LTD 1.2%
Value $3.229M Shares 249,984 Est. Cost $16.25 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value $3.183M Shares 2,640 Est. Cost Unrealized
ET ENERGY TRANSFER LP 1.2%
Value $3.171M Shares 585,098 Est. Cost $12.15 Unrealized
ANNALY CAPITAL MANAGEMENT IN 1.1%
Value $2.885M Shares 405,218 Est. Cost $12.21 Unrealized
TC PIPELINES LP 1.1%
Value $2.848M Shares 110,000 Est. Cost $33.67 Unrealized
CGBD TCG BDC INC 1.0%
Value $2.6M Shares 291,375 Est. Cost $6.21 Unrealized -26.6%
BA BOEING CO 0.9%
Value $2.479M Shares 15,000 Est. Cost $170.43 Unrealized 0.0%
NUSTAR ENERGY LP 0.9%
Value $2.447M Shares 230,456 Est. Cost $23.68 Unrealized
SIERRA METALS INC 0.9%
Value $2.438M Shares 1,659,302 Est. Cost $2.13 Unrealized
AMLP ALPS ETF TR 0.9%
Value $2.356M Shares 117,000 Est. Cost $20.14 Unrealized
STWD STARWOOD PPTY TR INC 0.9%
Value $2.335M Shares 153,801 Est. Cost $22.56 Unrealized
PNNT PENNANTPARK INVT CORP 0.7%
Value $1.911M Shares 592,880 Est. Cost $2.56 Unrealized -31.8%
TSLX SIXTH STREET SPECIALTY LENDN 0.7%
Value $1.841M Shares 107,000 Est. Cost $17.13 Unrealized 0.0%
FS KKR CAP CORP II 0.7%
Value $1.839M Shares 125,000 Est. Cost $14.71 Unrealized
ETF MANAGERS TR 0.7%
Value $1.837M Shares 133,000 Est. Cost $13.81 Unrealized
OAKTREE STRATEGIC INCOME COR 0.7%
Value $1.81M Shares 277,063 Est. Cost $8.30 Unrealized
JAMF HLDG CORP 0.7%
Value $1.746M Shares 52,000 Est. Cost $33.58 Unrealized
SLV ISHARES SILVER TR 0.6%
Value $1.703M Shares 2,850 Est. Cost Unrealized
TEXAS PAC LD TR 0.6%
Value $1.638M Shares 3,600 Est. Cost $455.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.6%
Value $1.626M Shares 58,059 Est. Cost $24.93 Unrealized -14.1%
FIRST EAGLE ALTR CAP BDC INC 0.6%
Value $1.594M Shares 643,909 Est. Cost $2.48 Unrealized
MFA FINL INC 0.6%
Value $1.536M Shares 572,191 Est. Cost $7.97 Unrealized
GENERAL ELECTRIC CO 0.5%
Value $1.456M Shares 233,081 Est. Cost $17.46 Unrealized
BKD BROOKDALE SR LIVING INC 0.5%
Value $1.388M Shares 536,399 Est. Cost $23.28 Unrealized -88.2%
GPMT GRANITE PT MTG TR INC 0.5%
Value $1.377M Shares 191,358 Est. Cost $17.17 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value $1.37M Shares 3,300 Est. Cost Unrealized
THC TENET HEALTHCARE CORP 0.4%
Value $1.103M Shares 45,000 Est. Cost $14.07 Unrealized +81.5%
GRUBHUB INC 0.4%
Value $1.085M Shares 15,000 Est. Cost $48.65 Unrealized
FITB FIFTH THIRD BANCORP 0.4%
Value $1.082M Shares 50,750 Est. Cost $20.28 Unrealized -19.4%
CIDARA THERAPEUTICS INC 0.4%
Value $1.051M Shares 368,910 Est. Cost $4.09 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value $1.039M Shares 173,800 Est. Cost $8.52 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.4%
Value $1.019M Shares 119,691 Est. Cost $5.08 Unrealized -8.2%
KAYNE ANDERSON ENERGY INFRST 0.4%
Value $947K Shares 235,300 Est. Cost $12.29 Unrealized
VALE VALE S A 0.3%
Value $885K Shares 83,632 Est. Cost $11.93 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value $818K Shares 1,000 Est. Cost Unrealized
CSCO CISCO SYS INC 0.3%
Value $788K Shares 20,000 Est. Cost $15.24 Unrealized +143.2%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.3%
Value $734K Shares 66,459 Est. Cost $11.19 Unrealized 0.0%
GM GENERAL MTRS CO 0.3%
Value $711K Shares 24,044 Est. Cost $26.01 Unrealized +4.2%
KMI KINDER MORGAN INC DEL 0.3%
Value $676K Shares 54,800 Est. Cost $10.12 Unrealized 0.0%
TRGP TARGA RES CORP 0.2%
Value $662K Shares 47,178 Est. Cost $15.07 Unrealized +4.7%
TWITTER INC 0.2%
Value $642K Shares 660 Est. Cost Unrealized
TRANSATLANTIC PETROLEUM LTD 0.2%
Value $628K Shares 2,592,821 Est. Cost $2.34 Unrealized
LNSR LENSAR INC 0.2%
Value $597K Shares 48,943 Est. Cost $12.20 Unrealized
XMPT VANECK VECTORS ETF TR 0.2%
Value $564K Shares 20,995 Est. Cost $23.86 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.2%
Value $543K Shares 37,385 Est. Cost $15.06 Unrealized
AGNC AGNC INVT CORP 0.2%
Value $537K Shares 38,033 Est. Cost $18.04 Unrealized
CHWY CHEWY IN 0.2%
Value $495K Shares 500 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $478K Shares 2,377 Est. Cost $120.06 Unrealized +49.1%
PAGP PLAINS GP HLDGS L P 0.2%
Value $417K Shares 67,788 Est. Cost $6.15 Unrealized
PFEB INNOVATOR ETFS TR 0.2%
Value $404K Shares 16,000 Est. Cost $25.25 Unrealized
INVESCO QUALITY MUN INCOME T 0.1%
Value $379K Shares 30,674 Est. Cost $11.12 Unrealized
GBDC GOLUB CAP BDC INC 0.1%
Value $360K Shares 27,190 Est. Cost $7.31 Unrealized 0.0%
SKT TANGER FACTORY OUTLET CTRS I 0.1%
Value $353K Shares 58,000 Est. Cost $6.09 Unrealized
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value $341K Shares 30,741 Est. Cost $15.62 Unrealized
NEWT NEWTEK BUSINESS SVCS CORP 0.1%
Value $334K Shares 17,971 Est. Cost $19.58 Unrealized -4.5%
EVOFEM BIOSCIENCES INC 0.1%
Value $298K Shares 116,028 Est. Cost $2.57 Unrealized
PLNT PLANET FITNESS INC 0.1%
Value $280K Shares 400 Est. Cost Unrealized
EQS EQUUS TOTAL RETURN INC 0.1%
Value $261K Shares 210,276 Est. Cost $2.39 Unrealized -44.2%
MOV MOVADO GROUP INC 0.1%
Value $249K Shares 25,100 Est. Cost $18.90 Unrealized -43.4%
COP CONOCOPHILLIPS 0.1%
Value $236K Shares 7,200 Est. Cost $39.96 Unrealized -21.9%
SUMMIT MIDSTREAM PARTNERS LP 0.1%
Value $220K Shares 335,692 Est. Cost $11.73 Unrealized
SD SANDRIDGE ENERGY INC 0.1%
Value $210K Shares 127,100 Est. Cost $9.01 Unrealized -82.6%
TCPC BLACKROCK TCP CAPITAL CORP 0.1%
Value $200K Shares 20,000 Est. Cost $14.63 Unrealized -33.7%
CONTURA ENERGY INC 0.1%
Value $176K Shares 24,032 Est. Cost $65.75 Unrealized
SKT TANGER FACTORY OUTLET CTRS I 0.0%
Value $93,000 Shares 3,800 Est. Cost $6.09 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $84,000 Shares 104,538 Est. Cost $24.77 Unrealized -93.4%
GM GENERAL MTRS CO 0.0%
Value $25,000 Shares 300 Est. Cost $26.01 Unrealized +4.2%
MEDLEY MGMT INC 0.0%
Value $23,000 Shares 40,134 Est. Cost $8.30 Unrealized
TSLA TESLA INC 0.0%
Value $16,000 Shares 500 Est. Cost $118.07 Unrealized 0.0%
BA BOEING CO 0.0%
Value $10,000 Shares 100 Est. Cost $170.43 Unrealized 0.0%