$568 Million is the total value of West Family Investments, Inc.'s 113 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLD | New | SUTHERLAND ASSET MGMT CORP M | $6,534,000 | – | 485,793 | +100.0% | 1.15% | – |
| New | NEOVASC INC | $3,460,000 | – | 2,000,000 | +100.0% | 0.61% | – | |
| AGNC | New | AGNC INVT CORP | $1,500,000 | – | 82,733 | +100.0% | 0.26% | – |
| WFC | New | WELLS FARGO & CO NEWcall | $956,000 | – | 900 | +100.0% | 0.17% | – |
| TSLA | New | TESLA MTRS INCput | $823,000 | – | 500 | +100.0% | 0.14% | – |
| ARCC | New | ARES CAP CORP | $739,000 | – | 44,796 | +100.0% | 0.13% | – |
| GE | New | GENERAL ELECTRIC COcall | $620,000 | – | 2,000 | +100.0% | 0.11% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $417,000 | – | 12,016 | +100.0% | 0.07% | – |
| TPVG | New | TRIPLEPOINT VENTURE GROWTH B | $354,000 | – | 30,035 | +100.0% | 0.06% | – |
| COP | New | CONOCOPHILLIPScall | $182,000 | – | 250 | +100.0% | 0.03% | – |
| AXP | New | AMERICAN EXPRESS COput | $3,000 | – | 300 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CISCO SYS INC | 42 | Q3 2023 | 6.4% |
| STRYKER CORPORATION | 41 | Q3 2023 | 7.5% |
| EXXON MOBIL CORP | 41 | Q3 2023 | 2.4% |
| VALE S A | 41 | Q3 2023 | 0.5% |
| ONOCOPHILLIPS | 41 | Q3 2023 | 0.1% |
| BARRICK GOLD CORPORATION | 40 | Q3 2023 | 4.3% |
| NEWMONT MINING CORP | 39 | Q3 2023 | 4.6% |
| MICROSOFT CORP | 39 | Q3 2023 | 3.0% |
| KINROSS GOLD CORP | 39 | Q3 2023 | 1.5% |
| GOLDMAN SACHS GROUP INC | 38 | Q1 2023 | 3.6% |
View West Family Investments, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Largo Inc. | January 21, 2022 | 5,572,637 | 8.6% |
| NewLake Capital Partners, Inc. | August 23, 2021 | 1,625,167 | 7.6% |
| TRANSATLANTIC PETROLEUM LTD. | October 09, 2020 | 8,631,530 | 10.7% |
| MVC CAPITAL, INC. | August 11, 2020 | 1,221,628 | 6.9% |
| Sutherland Asset Management Corp | February 07, 2017 | 485,793 | 1.6% |
| ZAIS Financial Corp. | February 12, 2016 | 451,808 | 5.6% |
| TRANSATLANTIC PETROLEUM LTD. | May 07, 2015 | 2,230,646 | 5.3% |
View West Family Investments, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-03 |
| 13F-HR/A | 2023-02-08 |
| 13F-HR/A | 2023-02-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View West Family Investments, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.