WEST FAMILY INVESTMENTS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 101
New Positions 6
Increased Positions 15
Decreased Positions 8
Positions with Activity 23
Sold Out Positions 2
Total Mkt Value (in $ millions) 479

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

Sector Weighting

Basic Materials 2.94%
Capital Goods 0.29%
Conglomerates
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 0.53%
Energy 4.78%
Financial 31.44%
Healthcare 9.69%
Services 38.27%
Technology 1.95%
Transportation
Utilities 6.67%

101 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRANSOCEAN LTD REG SHS 2,303 1,736 305.99 121,138
FACTORSHARES TR ISE CYBER SEC 2,301 313 15.74 75,000
BUCKEYE PARTNERS L P UNIT LTD PARTN 2,105 New 26,963
MICROSOFT CORP COM 2,012 New 42,400
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,987 New 24,600
EXXON MOBIL CORP COM 1,978 New 23,240
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 1,865 New 69,547
PENNANTPARK FLOATING RATE CAP COM 1,815 New 127,994
MB FINANCIAL INC NEW COM 1,622 New 50,000
ABBVIE INC COM 1,484 New 22,000
ZAIS GROUP HLDGS INC COM 1,465 1,465 New 143,000
LILLY ELI & CO COM 1,375 New 18,000
TOOTSIE ROLL INDS INC COM 1,155 -576 (33.26) 37,608
MEDLEY CAP CORP COM 1,154 New 123,334
ABBOTT LABS COM 1,084 New 22,000
ISTAR FINL INC COM 1,076 New 75,000
KINROSS GOLD CORP COM NO PAR 1,066 New 463,352
E M C CORP MASS COM 1,061 New 40,000
NEWTEK BUSINESS SVCS CORP COM NEW 1,040 New 59,100
ZOETIS INC CL A 1,040 New 21,174


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