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) 480

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

Sector Weighting

Basic Materials 2.96%
Capital Goods 0.28%
Conglomerates
Consumer Cyclical 0.66%
Consumer/Non-Cyclical 0.53%
Energy 4.9%
Financial 31.37%
Healthcare 9.66%
Services 38.09%
Technology 1.93%
Transportation
Utilities 6.84%

101 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR -869 Sold Out 0
TRAVELCENTERS AMER LLC COM -614 Sold Out 0
MAXWELL TECHNOLOGIES INC COM 257 -257 (49.95) 46,100
TOOTSIE ROLL INDS INC COM 1,157 -576 (33.26) 37,608
LEVEL 3 COMMUNICATIONS INC COM NEW 106,799 -49,703 (31.76) 1,930,211
HOME LN SERVICING SOLUTIONS LT ORD SHS 203 -17 (7.92) 296,034
EPR PPTYS COM SH BEN INT 259 -6 (2.22) 4,400
APOLLO COML REAL EST FIN INC COM 6,639 -122 (1.81) 385,985
ABBOTT LABS COM 1,079 New 22,000
ABBVIE INC COM 1,441 New 22,000
AEROPOSTALE COM 110 New 50,000
ALLIED WRLD ASSUR COM HLDG AG SHS 6,883 New 160,440
AMERICAN CAP LTD COM 543 543 New 38,000
AMERICAN CAPITAL AGENCY CORP COM 1,029 New 49,600
ANNALY CAP MGMT INC COM 13,959 New 1,361,822
APOLLO INVT CORP COM 656 New 84,800
BARRICK GOLD CORP COM 6,984 New 568,250
BLACKSTONE MTG TR INC COM CL A 2,480 New 81,949
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER 839 New 49,796
BROOKDALE SR LIVING INC COM 22,871 New 603,940


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