West Family Investments, Inc. Buys SPDR Select Sector Fund - Health Care, Tesla Inc, Boeing Co, Sells New Mountain Finance Corp, Innovative Industrial Properties Inc, YETI Holdings Inc

Author's Avatar
May 08, 2020
Article's Main Image
Evanston, IL, based Investment company West Family Investments, Inc. (Current Portfolio) buys SPDR Select Sector Fund - Health Care, Tesla Inc, Boeing Co, Barings BDC Inc, Oaktree Specialty Lending Corp, sells New Mountain Finance Corp, Innovative Industrial Properties Inc, YETI Holdings Inc, AGNC Investment Corp, GrubHub Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, West Family Investments, Inc.. As of 2020Q1, West Family Investments, Inc. owns 86 stocks with a total value of $250 million. These are the details of the buys and sells.

For the details of West Family Investments, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/west+family+investments%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of West Family Investments, Inc.
  1. CenturyLink Inc (CTL) - 2,593,668 shares, 9.82% of the total portfolio. Shares added by 0.31%
  2. Chimera Investment Corp (CIM) - 2,509,081 shares, 9.17% of the total portfolio. Shares reduced by 3.46%
  3. Stryker Corp (SYK) - 113,620 shares, 7.57% of the total portfolio.
  4. SPDR Select Sector Fund - Health Care (XLV) - 142,000 shares, 5.03% of the total portfolio. New Position
  5. Enterprise Products Partners LP (EPD) - 694,022 shares, 3.97% of the total portfolio.
New Purchase: SPDR Select Sector Fund - Health Care (XLV)

West Family Investments, Inc. initiated holding in SPDR Select Sector Fund - Health Care. The purchase prices were between $74.62 and $104.73, with an estimated average price of $97.73. The stock is now traded at around $99.39. The impact to a portfolio due to this purchase was 5.03%. The holding were 142,000 shares as of .

New Purchase: Tesla Inc (TSLA)

West Family Investments, Inc. initiated holding in Tesla Inc. The purchase prices were between $361.22 and $917.42, with an estimated average price of $619.73. The stock is now traded at around $811.79. The impact to a portfolio due to this purchase was 2.1%. The holding were 10,000 shares as of .

New Purchase: Boeing Co (BA)

West Family Investments, Inc. initiated holding in Boeing Co. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $133.00. The impact to a portfolio due to this purchase was 0.89%. The holding were 15,000 shares as of .

New Purchase: Kinder Morgan Inc (KMI)

West Family Investments, Inc. initiated holding in Kinder Morgan Inc. The purchase prices were between $9.98 and $22.24, with an estimated average price of $19.15. The stock is now traded at around $15.19. The impact to a portfolio due to this purchase was 0.32%. The holding were 57,600 shares as of .

New Purchase: Tanger Factory Outlet Centers Inc (SKT)

West Family Investments, Inc. initiated holding in Tanger Factory Outlet Centers Inc. The purchase prices were between $5 and $16.52, with an estimated average price of $12.32. The stock is now traded at around $6.45. The impact to a portfolio due to this purchase was 0.3%. The holding were 148,000 shares as of .

New Purchase: Golub Capital BDC Inc (GBDC)

West Family Investments, Inc. initiated holding in Golub Capital BDC Inc. The purchase prices were between $9.78 and $18.47, with an estimated average price of $16.8. The stock is now traded at around $10.79. The impact to a portfolio due to this purchase was 0.24%. The holding were 47,013 shares as of .

Added: Barings BDC Inc (BBDC)

West Family Investments, Inc. added to a holding in Barings BDC Inc by 38.96%. The purchase prices were between $5.34 and $10.54, with an estimated average price of $9.52. The stock is now traded at around $6.82. The impact to a portfolio due to this purchase was 0.51%. The holding were 612,374 shares as of .

Added: TPG Specialty Lending Inc (TSLX)

West Family Investments, Inc. added to a holding in TPG Specialty Lending Inc by 108.66%. The purchase prices were between $11.3 and $23.28, with an estimated average price of $20.29. The stock is now traded at around $16.88. The impact to a portfolio due to this purchase was 0.33%. The holding were 115,220 shares as of .

Added: Oaktree Specialty Lending Corp (OCSL)

West Family Investments, Inc. added to a holding in Oaktree Specialty Lending Corp by 22.43%. The purchase prices were between $2.36 and $5.65, with an estimated average price of $4.89. The stock is now traded at around $4.15. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,373,010 shares as of .

Added: Ready Capital Corp (RC)

West Family Investments, Inc. added to a holding in Ready Capital Corp by 36.93%. The purchase prices were between $3.99 and $16.86, with an estimated average price of $13.78. The stock is now traded at around $5.95. The impact to a portfolio due to this purchase was 0.32%. The holding were 410,322 shares as of .

Added: NuStar Energy LP (NS)

West Family Investments, Inc. added to a holding in NuStar Energy LP by 41.56%. The purchase prices were between $6.77 and $28.53, with an estimated average price of $22.01. The stock is now traded at around $11.80. The impact to a portfolio due to this purchase was 0.26%. The holding were 255,456 shares as of .

Added: Ellington Financial Inc (EFC)

West Family Investments, Inc. added to a holding in Ellington Financial Inc by 20.48%. The purchase prices were between $3.96 and $19.09, with an estimated average price of $15.71. The stock is now traded at around $9.85. The impact to a portfolio due to this purchase was 0.23%. The holding were 590,281 shares as of .

Sold Out: New Mountain Finance Corp (NMFC)

West Family Investments, Inc. sold out a holding in New Mountain Finance Corp. The sale prices were between $5.15 and $14.44, with an estimated average price of $12.43.

Sold Out: Innovative Industrial Properties Inc (IIPR)

West Family Investments, Inc. sold out a holding in Innovative Industrial Properties Inc. The sale prices were between $46.51 and $107, with an estimated average price of $84.52.

Sold Out: YETI Holdings Inc (YETI)

West Family Investments, Inc. sold out a holding in YETI Holdings Inc. The sale prices were between $15.58 and $37.91, with an estimated average price of $29.85.

Sold Out: Humana Inc (HUM)

West Family Investments, Inc. sold out a holding in Humana Inc. The sale prices were between $214.43 and $380.2, with an estimated average price of $338.77.



Here is the complete portfolio of West Family Investments, Inc.. Also check out:

1. West Family Investments, Inc.'s Undervalued Stocks
2. West Family Investments, Inc.'s Top Growth Companies, and
3. West Family Investments, Inc.'s High Yield stocks
4. Stocks that West Family Investments, Inc. keeps buying