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) 122

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

Sector Weighting

Basic Materials 3.33%
Capital Goods 4.87%
Conglomerates 0%
Consumer Cyclical 1.96%
Consumer/Non-Cyclical 0.07%
Energy 2.35%
Financial 73.13%
Healthcare 4.39%
Services 0.74%
Technology 3.83%
Transportation 0.11%
Utilities 5.18%

57 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US MID-CAP ETF 6,374 -51 (0.8) 161,319
ALLERGAN INC COM 2,573 -1,261 (32.9) 15,056
NABORS INDUSTRIES LTD SHS 2,330 -895 (27.75) 79,924
CISCO SYS INC COM 2,273 -845 (27.1) 88,418
LYONDELLBASELL INDUSTRIES N V SHS - A - 2,265 -869 (27.74) 20,914
MAGNA INTL INC COM 2,165 -845 (28.07) 19,746
ENBRIDGE INC COM 2,142 -1,011 (32.05) 42,257
CALPINE CORP COM NEW 2,063 -797 (27.86) 91,910
JOY GLOBAL INC COM 2,047 -1,364 (40) 33,422
MYRIAD GENETICS INC COM 2,030 -793 (28.09) 54,791
AECOM TECHNOLOGY CORP DELAWARE COM 2,021 -777 (27.77) 58,207
EDISON INTL COM 2,001 -961 (32.44) 35,091
AMDOCS LTD SHS 1,933 -956 (33.09) 40,929
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,919 -911 (32.19) 15,065
QUANTA SVCS INC COM 1,768 -671 (27.53) 51,307
ROCK-TENN CO CL A 1,719 -652 (27.51) 17,100
ABBVIE INC COM 254 -4 (1.45) 4,750
MOTOROLA SOLUTIONS INC COM NEW 60 -13 (17.79) 924
3M CO COM 22 -10 (30.42) 151
MARKET VECTORS ETF TR JR GOLD MINERS E 11 -2 (16.67) 250


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