WEST FAMILY INVESTMENTS, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 98
New Positions 10
Increased Positions 19
Decreased Positions 14
Positions with Activity 33
Sold Out Positions 3
Total Mkt Value (in $ millions) 486

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

Sector Weighting

Basic Materials 2.33%
Capital Goods 0.25%
Conglomerates
Consumer Cyclical 0.62%
Consumer/Non-Cyclical 0.23%
Energy 7.14%
Financial 27.72%
Healthcare 9.83%
Services 41.11%
Technology 3.99%
Transportation
Utilities 6.47%

98 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
REGENCY ENERGY PARTNERS L P COM UNITS L P 4,618 New 148,835
NUSTAR ENERGY LP UNIT COM 4,506 New 70,406
TRANSATLANTIC PETROLEUM LTD SHS NEW 4,294 508 13.42 407,749
TRANSOCEAN LTD REG SHS 3,761 New 91,138
HOME LN SERVICING SOLUTIONS LT ORD SHS 3,656 698 23.60 168,100
PENNANTPARK INVT CORP COM 3,501 New 307,624
COMCAST CORP NEW CL A SPL 3,303 New 60,000
CISCO SYS INC COM 3,076 New 120,000
GENERAL MTRS CO COM 2,991 1,887 170.91 87,178
WEST CORP COM 2,966 2,966 New 113,347
ZIMMER HLDGS INC COM 2,770 New 27,100
STARWOOD PPTY TR INC COM 2,653 New 111,753
NEWMONT MINING CORP COM 2,508 2,508 New 98,000
SOLAR CAP LTD COM 2,477 New 121,462
PFIZER INC COM 2,465 -1,115 (31.14) 84,247
EXXON MOBIL CORP COM 2,400 New 23,240
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 2,249 New 69,547
BUCKEYE PARTNERS L P UNIT LTD PARTN 2,186 New 26,963
SOLAR SR CAP LTD COM 2,183 New 131,980
EXELON CORP COM 2,171 New 70,000