West Family Investments, Inc. Historic Quarter Change: USA Funds, Added

West Family Investments, Inc. historic quarter change: USA Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, West Family Investments, Inc. opened 8 positions, added to 18, reduced 2 and sold out of 8.

Q1 2016: Stock CYS INVTS INC; Country of operation —; Class COM; Shares before 2,120,310.
Q1 2016: Stock CHIMERA INVT CORP; Country of operation United States; Class COM NEW; Shares before 4,209,375.
Q1 2016: Stock FACTORSHARES TR; Country of operation —; Class ISE CYBER SEC; Shares before 75,000.
Q1 2016: Stock FS INVT CORP; Country of operation —; Class COM; Shares before 42,200.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1568303), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2016	CYS INVTS INC CUSIP 12673A108		COM	2,120,310	2,139,532	+19,222	$15,118,000	$17,416,000	+$2,298,000	2016-05-12
Q1 2016	CHIMERA INVT CORP CUSIP 16934Q208	United States	COM NEW	4,209,375	4,293,875	+84,500	$57,416,000	$58,354,000	+$938,000	2016-05-12
Q1 2016	FACTORSHARES TR CUSIP 30304R407		ISE CYBER SEC	75,000	116,600	+41,600	$1,943,000	$2,795,000	+$852,000	2016-05-12
Q1 2016	FS INVT CORP CUSIP 302635107		COM	42,200	90,600	+48,400	$379,000	$831,000	+$452,000	2016-05-12
Q3 2015	CHIMERA INVT CORP CUSIP 16934Q208	United States	COM NEW	4,000,815	4,209,375	+208,560	$54,851,000	$56,279,000	+$1,428,000	2015-11-10
Q3 2015	TWO HBRS INVT CORP CUSIP 90187B101		COM	1,272,654	1,307,654	+35,000	$12,395,000	$11,534,000	-$861,000	2015-11-10
Q3 2015	CYS INVTS INC CUSIP 12673A108		COM	2,060,310	2,120,310	+60,000	$15,926,000	$15,393,000	-$533,000	2015-11-10
Q1 2015	FACTORSHARES TR CUSIP 30304R407		ISE CYBER SEC	64,800	75,000	+10,200	$1,717,000	$2,098,000	+$381,000	2015-05-14
Q3 2014	CYS INVTS INC CUSIP 12673A108		COM	2,020,310	2,060,310	+40,000	$18,223,000	$16,977,000	-$1,246,000	2014-11-14
Q2 2014	APOLLO INVT CORP CUSIP 03761U106		COM	34,800	84,800	+50,000	$289,000	$730,000	+$441,000	2014-08-13
Q1 2014	CYS INVTS INC CUSIP 12673A108		COM	2,019,210	2,020,310	+1,100	$14,962,000	$16,688,000	+$1,726,000	2014-05-14
Q1 2014	TWO HBRS INVT CORP CUSIP 90187B101		COM	1,271,654	1,272,654	+1,000	$11,801,000	$13,045,000	+$1,244,000	2014-05-14
Q4 2013	CHIMERA INVT CORP CUSIP 16934Q109		COM	14,943,452	15,938,854	+995,402	$45,428,000	$49,410,000	+$3,982,000	2014-02-10
Q4 2013	CYS INVTS INC CUSIP 12673A108		COM	1,357,826	2,019,210	+661,384	$11,039,000	$14,962,000	+$3,923,000	2014-02-10
Q4 2013	TWO HBRS INVT CORP CUSIP 90187B101		COM	1,154,855	1,271,654	+116,799	$11,214,000	$11,801,000	+$587,000	2014-02-10
Q3 2013	TWO HBRS INVT CORP CUSIP 90187B101		COM	1,023,554	1,154,855	+131,301	$10,492,000	$11,214,000	+$722,000	2013-11-12
Q3 2013	CHIMERA INVT CORP CUSIP 16934Q109		COM	14,918,452	14,943,452	+25,000	$44,756,000	$45,428,000	+$672,000	2013-11-12
Q3 2013	CYS INVTS INC CUSIP 12673A108		COM	1,136,626	1,357,826	+221,200	$10,468,000	$11,039,000	+$571,000	2013-11-12

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