PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2017

Position Statistics

Total Positions 29
New Positions 6
Increased Positions 13
Decreased Positions 12
Positions with Activity 25
Sold Out Positions 7
Total Mkt Value (in $ millions) 157

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

Sector Weighting

Energy
Basic Materials
Industrials 0.21%
Consumer Cyclicals 0.22%
Consumer Non-Cyclicals 0.3%
Financials 98.49%
Healthcare 0.21%
Technology 0.18%
Telecommunication Services 0.39%
Utilities

12 DECREASED Positions as of 03/31/2017

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POWERSHARES ETF TR II FDM HG YLD RAFI 16,500 -1,084 (6.16) 869,349
SPDR SERIES TRUST BLMBRG BRC CNVRT 11,343 -6,671 (37.03) 230,647
POWERSHARES ETF TR II SOVEREIGN DEBT 11,074 -5,384 (32.72) 375,375
SELECT SECTOR SPDR TR SBI INT-FINL 8,472 -711 (7.74) 358,677
ISHARES TR U.S. BAS MTL ETF 8,290 -6,051 (42.19) 94,075
POWERSHARES QQQ TRUST UNIT SER 1 -13,056 Sold Out 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF -12,390 Sold Out 0
SCHWAB STRATEGIC TR US LCAP VA ETF -5,096 Sold Out 0
SCHWAB STRATEGIC TR US LRG CAP ETF -11,386 Sold Out 0
SELECT SECTOR SPDR TR SBI CONS DISCR -9,285 Sold Out 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 -4,492 Sold Out 0
VANGUARD WORLD FDS INF TECH ETF -10,506 Sold Out 0