West Family Investments, Inc. Diversified Active

CIK: 0001568303 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $274,437 (100.0% shares, 0.0% debt)

Holdings (79)

CHIMERA INVT CORP 7.5%
Value ($000) $20,675 Shares 1,627,960 Est. Cost $14.01 Unrealized
SYK STRYKER CORPORATION 6.3%
Value ($000) $17,206 Shares 70,639 Est. Cost $86.37 Unrealized +163.7%
EPD ENTERPRISE PRODS PARTNERS L 6.1%
Value ($000) $16,604 Shares 754,022 Est. Cost $47.93 Unrealized
BARRICK GOLD CORP 4.3%
Value ($000) $11,685 Shares 590,330 Est. Cost $22.74 Unrealized
NEM NEWMONT CORP 4.2%
Value ($000) $11,637 Shares 193,085 Est. Cost $17.09 Unrealized +199.9%
LUMN LUMEN TECHNOLOGIES INC 4.2%
Value ($000) $11,475 Shares 859,548 Est. Cost $10.83 Unrealized 0.0%
MBB ISHARES TR 3.4%
Value ($000) $9,320 Shares 85,960 Est. Cost $108.42 Unrealized
EFC ELLINGTON FINANCIAL INC 3.0%
Value ($000) $8,289 Shares 517,728 Est. Cost $15.64 Unrealized
SIERRA METALS INC 2.8%
Value ($000) $7,620 Shares 2,418,974 Est. Cost $2.45 Unrealized
TWO HBRS INVT CORP 2.6%
Value ($000) $7,191 Shares 981,005 Est. Cost $14.74 Unrealized
ETF MANAGERS TR 2.3%
Value ($000) $6,401 Shares 116,600 Est. Cost $31.64 Unrealized
BA BOEING CO 2.3%
Value ($000) $6,371 Shares 25,013 Est. Cost $191.18 Unrealized +16.3%
FCX FREEPORT-MCMORAN INC 2.2%
Value ($000) $5,998 Shares 3,300 Est. Cost $30.35 Unrealized 0.0%
ET ENERGY TRANSFER LP 1.6%
Value ($000) $4,494 Shares 585,098 Est. Cost $12.15 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 1.6%
Value ($000) $4,319 Shares 99,600 Est. Cost $37.49 Unrealized
NUSTAR ENERGY LP 1.4%
Value ($000) $3,938 Shares 230,456 Est. Cost $23.68 Unrealized
STWD STARWOOD PPTY TR INC 1.4%
Value ($000) $3,793 Shares 153,301 Est. Cost $22.56 Unrealized
ELV ANTHEM INC 1.4%
Value ($000) $3,769 Shares 10,500 Est. Cost $286.17 Unrealized +5.1%
AMLP ALPS ETF TR 1.3%
Value ($000) $3,569 Shares 117,000 Est. Cost $20.14 Unrealized
TRP TC ENERGY CORP 1.3%
Value ($000) $3,527 Shares 77,093 Est. Cost $34.41 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT IN 1.3%
Value ($000) $3,485 Shares 405,218 Est. Cost $12.21 Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $3,484 Shares 9,364 Est. Cost $308.19 Unrealized +3.7%
RC READY CAPITAL CORP 1.2%
Value ($000) $3,265 Shares 243,302 Est. Cost $12.13 Unrealized
XRAY DENTSPLY SIRONA INC 1.1%
Value ($000) $3,127 Shares 49,000 Est. Cost $49.32 Unrealized +17.6%
KGC KINROSS GOLD CORP 1.1%
Value ($000) $3,092 Shares 463,500 Est. Cost $4.62 Unrealized +50.4%
GENERAL ELECTRIC CO 1.1%
Value ($000) $3,064 Shares 233,329 Est. Cost $17.46 Unrealized
BKD BROOKDALE SR LIVING INC 1.1%
Value ($000) $3,003 Shares 496,399 Est. Cost $23.28 Unrealized -76.9%
CEDAR FAIR L P 1.1%
Value ($000) $2,981 Shares 60,000 Est. Cost $39.33 Unrealized
LUV SOUTHWEST AIRLS CO 1.1%
Value ($000) $2,931 Shares 48,000 Est. Cost $40.31 Unrealized +22.8%
UAL UNITED AIRLS HLDGS INC 1.0%
Value ($000) $2,877 Shares 50,000 Est. Cost $47.16 Unrealized +3.6%
SKECHERS U S A INC 1.0%
Value ($000) $2,858 Shares 68,525 Est. Cost $35.94 Unrealized
RRC RANGE RES CORP 1.0%
Value ($000) $2,830 Shares 274,000 Est. Cost $7.35 Unrealized +32.2%
ULTA ULTA BEAUTY INC 1.0%
Value ($000) $2,783 Shares 9,000 Est. Cost $252.99 Unrealized +22.8%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,638 Shares 47,256 Est. Cost $30.36 Unrealized +42.7%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,526 Shares 24,110 Est. Cost $65.02 Unrealized +22.4%
EQT EQT CORP 0.9%
Value ($000) $2,518 Shares 135,500 Est. Cost $13.53 Unrealized +20.8%
GPN GLOBAL PMTS INC 0.9%
Value ($000) $2,444 Shares 12,123 Est. Cost $178.40 Unrealized +6.9%
SPHR MADISON SQUARE GRDN ENTERTNM 0.9%
Value ($000) $2,383 Shares 29,128 Est. Cost $35.27 Unrealized +30.6%
LVS LAS VEGAS SANDS CORP 0.9%
Value ($000) $2,370 Shares 39,000 Est. Cost $50.91 Unrealized +9.8%
SYF SYNCHRONY FINANCIAL 0.9%
Value ($000) $2,363 Shares 58,121 Est. Cost $24.93 Unrealized +38.5%
THC TENET HEALTHCARE CORP 0.9%
Value ($000) $2,340 Shares 45,000 Est. Cost $14.07 Unrealized +259.2%
MFA FINL INC 0.8%
Value ($000) $2,325 Shares 571,135 Est. Cost $7.97 Unrealized
GPMT GRANITE PT MTG TR INC 0.8%
Value ($000) $2,270 Shares 189,653 Est. Cost $17.17 Unrealized
EXPE EXPEDIA GROUP INC 0.8%
Value ($000) $2,238 Shares 13,000 Est. Cost $111.79 Unrealized +36.6%
SCZ ISHARES TR 0.8%
Value ($000) $2,170 Shares 30,200 Est. Cost $68.34 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,131 Shares 16,600 Est. Cost $121.87 Unrealized
SCHC SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,129 Shares 54,000 Est. Cost $37.65 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.8%
Value ($000) $2,092 Shares 14,878 Est. Cost $127.48 Unrealized -4.1%
JAMF HLDG CORP 0.7%
Value ($000) $2,013 Shares 57,000 Est. Cost $33.46 Unrealized
ETF MANAGERS TR 0.7%
Value ($000) $1,919 Shares 133,000 Est. Cost $13.81 Unrealized
TPR TAPESTRY INC 0.6%
Value ($000) $1,648 Shares 40,000 Est. Cost $22.37 Unrealized +52.2%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,639 Shares 30,075 Est. Cost $44.81 Unrealized +24.5%
PAA PLAINS ALL AMERN PIPELINE L 0.6%
Value ($000) $1,582 Shares 173,800 Est. Cost $8.52 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.6%
Value ($000) $1,574 Shares 41,088 Est. Cost $42.11 Unrealized -11.0%
GDXJ VANECK VECTORS ETF TR 0.6%
Value ($000) $1,553 Shares 34,500 Est. Cost $45.01 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.6%
Value ($000) $1,544 Shares 215,300 Est. Cost $12.29 Unrealized
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $1,529 Shares 40,827 Est. Cost $20.28 Unrealized +38.9%
SLV ISHARES SILVER TR 0.6%
Value ($000) $1,525 Shares 2,850 Est. Cost Unrealized
TRGP TARGA RES CORP 0.5%
Value ($000) $1,498 Shares 47,178 Est. Cost $15.07 Unrealized +86.0%
HSBC HSBC HLDGS PLC 0.5%
Value ($000) $1,465 Shares 50,270 Est. Cost $25.92 Unrealized
VALE VALE S A 0.5%
Value ($000) $1,457 Shares 83,808 Est. Cost $11.93 Unrealized
GM GENERAL MTRS CO 0.5%
Value ($000) $1,387 Shares 24,145 Est. Cost $26.01 Unrealized +97.0%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,380 Shares 250 Est. Cost $251.93 Unrealized 0.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,056 Shares 20,416 Est. Cost $15.75 Unrealized +157.8%
LNWO SCIENTIFIC GAMES CORP 0.4%
Value ($000) $1,040 Shares 27,000 Est. Cost $21.43 Unrealized +109.2%
CIDARA THERAPEUTICS INC 0.4%
Value ($000) $981 Shares 368,910 Est. Cost $4.09 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $914 Shares 54,879 Est. Cost $10.12 Unrealized +14.2%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $784 Shares 2,397 Est. Cost $120.06 Unrealized +130.6%
AGNC AGNC INVT CORP 0.2%
Value ($000) $637 Shares 38,033 Est. Cost $18.04 Unrealized
PAGP PLAINS GP HLDGS L P 0.2%
Value ($000) $637 Shares 67,788 Est. Cost $6.15 Unrealized
SUMMIT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $527 Shares 22,379 Est. Cost $23.55 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $384 Shares 7,244 Est. Cost $39.96 Unrealized +3.6%
EARN ELLINGTON RESIDENTIAL MTG RE 0.1%
Value ($000) $378 Shares 30,741 Est. Cost $15.62 Unrealized
SD SANDRIDGE ENERGY INC 0.1%
Value ($000) $247 Shares 63,131 Est. Cost $9.01 Unrealized -49.5%
ABNB AIRBNB INC 0.1%
Value ($000) $207 Shares 1,100 Est. Cost $185.28 Unrealized 0.0%
JAMF HLDG CORP 0.1%
Value ($000) $204 Shares 600 Est. Cost $33.46 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $106 Shares 29,838 Est. Cost $24.77 Unrealized -86.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $18 Shares 73 Est. Cost $251.93 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $6 Shares 169 Est. Cost $30.35 Unrealized 0.0%