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 218
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 3.41%
Capital Goods 5%
Conglomerates 0%
Consumer Cyclical 1.87%
Consumer/Non-Cyclical 0.06%
Energy 1.98%
Financial 73.33%
Healthcare 4.4%
Services 0.73%
Technology 3.81%
Transportation 0.12%
Utilities 5.27%

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 6,459 -52 (0.8) 161,319
ALLERGAN INC COM 2,533 -1,242 (32.9) 15,056
LYONDELLBASELL INDUSTRIES N V SHS - A - 2,384 -915 (27.74) 20,914
CISCO SYS INC COM 2,228 -828 (27.1) 88,418
ENBRIDGE INC COM 2,177 -1,027 (32.05) 42,257
AECOM TECHNOLOGY CORP DELAWARE COM 2,153 -828 (27.77) 58,207
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,118 -1,005 (32.19) 15,065
CALPINE CORP COM NEW 2,092 -808 (27.86) 91,910
MYRIAD GENETICS INC COM 2,055 -803 (28.09) 54,791
MAGNA INTL INC COM 2,047 -799 (28.07) 19,746
EDISON INTL COM 2,032 -976 (32.44) 35,091
AMDOCS LTD SHS 1,942 -960 (33.09) 40,929
JOY GLOBAL INC COM 1,939 -1,292 (40) 33,422
NABORS INDUSTRIES LTD SHS 1,909 -733 (27.75) 79,924
QUANTA SVCS INC COM 1,899 -721 (27.53) 51,307
ROCK-TENN CO CL A 1,715 -651 (27.51) 34,200
ABBVIE INC COM 281 -4 (1.45) 4,750
MOTOROLA SOLUTIONS INC COM NEW 57 -12 (17.79) 924
3M CO COM 22 -10 (30.42) 151
MARKET VECTORS ETF TR JR GOLD MINERS E 9 -2 (16.67) 250


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