WEST FAMILY INVESTMENTS, INC. Information

1603 ORRINGTON AVE, SUITE 810, EVANSTON, Illinois, 60201, (847) 328-0747

Report Date: 12/31/2013

Position Statistics

Total Positions 94
New Positions 13
Increased Positions 26
Decreased Positions 16
Positions with Activity 42
Sold Out Positions 6
Total Mkt Value (in $ millions) 452

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.81%
Capital Goods 0.4%
Conglomerates 0%
Consumer Cyclical 0.25%
Consumer/Non-Cyclical 0.24%
Energy 7.32%
Financial 29.39%
Healthcare 10.89%
Services 39.62%
Technology 4.07%
Transportation
Utilities 6.68%

6 Sold Out Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CUSTOMERS BANCORP INC COM -1,493 Sold Out 0
ITT CORP NEW COM NEW -363 Sold Out 0
KKR FINL HLDGS LLC COM -1,204 Sold Out 0
VEOLIA ENVIRONNEMENT SPONSORED ADR -1,097 Sold Out 0
VERIZON COMMUNICATIONS INC COM -273 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -785 Sold Out 0