WEST FAMILY INVESTMENTS, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 100
New Positions 3
Increased Positions 15
Decreased Positions 8
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 487

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

Sector Weighting

Basic Materials 1.62%
Capital Goods 0.22%
Conglomerates
Consumer Cyclical 0.61%
Consumer/Non-Cyclical 0.59%
Energy 5.38%
Financial 29.74%
Healthcare 9.24%
Services 43.77%
Technology 1.66%
Transportation
Utilities 6.32%

100 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KINDER MORGAN INC DEL COM 325 New 7,600
EATON VANCE MUN BD FD COM 324 New 25,500
INVESCO TR INVT GRADE MUNS COM 321 New 24,400
VALE S A ADR REPSTG PFD 270 New 37,500
PUTNAM MANAGED MUN INCOM TR COM 237 New 32,800
PENNEY J C INC COM 163 -163 (50) 25,000
HORIZON TECHNOLOGY FIN CORP COM 130 New 9,314
INTREPID POTASH INC COM 125 New 9,100
AEROPOSTALE COM 117 New 50,000
SANDRIDGE ENERGY INC COM 116 New 61,162
FIRST SOLAR INC COM 111 -333 (75) 2,500
NEW RESIDENTIAL INVT CORP COM NEW 78 New 6,000
INVESCO CALIF VALUE MUN INC TR COM 64 New 5,000
TPG SPECIALTY LENDING INC COM 51 51 New 3,000
SONY CORP ADR NEW 43 New 2,000
NEW SR INVT GROUP INC COM 34 New 2,000
YUME INC COM 29 New 5,700
NEW MEDIA INVT GROUP INC COM 21 New 866
NEWCASTLE INVT CORP NEW COM PAR $0.01 9 New 2,000
AMERICAN CAP SR FLOATING LTD COM 6 New 500


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