PIERSHALE FINANCIAL GROUP, INC. Information

407 E. CONGRESS PARKWAY SUITE C, CRYSTAL LAKE, Illinois, 60014, (815) 455-6453

Report Date: 06/30/2014

Position Statistics

Total Positions 220
New Positions 60
Increased Positions 77
Decreased Positions 57
Positions with Activity 134
Sold Out Positions 28
Total Mkt Value (in $ millions) 123

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

Sector Weighting

Basic Materials 3.34%
Capital Goods 4.93%
Conglomerates 0%
Consumer Cyclical 1.98%
Consumer/Non-Cyclical 0.07%
Energy 2.37%
Financial 73.08%
Healthcare 4.37%
Services 0.73%
Technology 3.86%
Transportation 0.12%
Utilities 5.13%

134 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 13,965 13,965 New 476,637
MARKET VECTORS ETF TR HG YLD MUN ETF 13,861 13,861 New 458,686
ISHARES TR IBOXX INV CP ETF 13,780 13,780 New 115,354
SCHWAB STRATEGIC TR US REIT ETF 6,785 980 16.87 188,694
SCHWAB STRATEGIC TR US LCAP VA ETF 6,719 6,704 43,672.75 155,831
ISHARES TR U.S. BAS MTL ETF 6,617 6,617 New 75,133
SCHWAB STRATEGIC TR US LRG CAP ETF 6,552 6,552 New 138,715
ISHARES TR S&P MC 400VL ETF 6,436 6,436 New 51,737
SCHWAB STRATEGIC TR US MID-CAP ETF 6,404 -51 (0.8) 161,319
ISHARES TR SP SMCP600VL ETF 6,102 6,102 New 54,481
ALLERGAN INC COM 2,560 -1,255 (32.9) 15,056
NABORS INDUSTRIES LTD SHS 2,358 -905 (27.75) 79,924
CISCO SYS INC COM 2,296 -854 (27.1) 88,418
LYONDELLBASELL INDUSTRIES N V SHS - A - 2,248 -863 (27.74) 20,914
MAGNA INTL INC COM 2,189 -854 (28.07) 19,746
ENBRIDGE INC COM 2,156 -1,017 (32.05) 42,257
JOY GLOBAL INC COM 2,097 -1,398 (40) 33,422
AECOM TECHNOLOGY CORP DELAWARE COM 2,040 -784 (27.77) 58,207
MYRIAD GENETICS INC COM 2,028 -792 (28.09) 54,791
CALPINE CORP COM NEW 2,026 -782 (27.86) 91,910


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