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) 124

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

Sector Weighting

Basic Materials 3.35%
Capital Goods 5.08%
Conglomerates 0%
Consumer Cyclical 2%
Consumer/Non-Cyclical 0.06%
Energy 2.18%
Financial 73.31%
Healthcare 4.21%
Services 0.71%
Technology 3.72%
Transportation 0.12%
Utilities 5.24%

60 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARKET VECTORS ETF TR HG YLD MUN ETF 14,063 14,063 New 458,686
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 14,046 14,046 New 476,637
ISHARES TR IBOXX INV CP ETF 13,909 13,909 New 115,354
ISHARES TR U.S. BAS MTL ETF 6,666 6,666 New 75,133
SCHWAB STRATEGIC TR US LRG CAP ETF 6,654 6,654 New 138,715
ISHARES TR S&P MC 400VL ETF 6,608 6,608 New 51,737
ISHARES TR SP SMCP600VL ETF 6,236 6,236 New 54,481
BP PLC SPONSORED ADR 144 144 New 3,000
CHENIERE ENERGY INC COM NEW 80 80 New 1,000
FORTUNA SILVER MINES INC COM 77 77 New 15,000
NAVIOS MARITIME PARTNERS L P UNIT LPI 59 59 New 3,000
CUSHING RENAISSANCE FD COM 57 57 New 1,952
MARKET VECTORS ETF TR GOLD MINER ETF 53 53 New 2,000
CONSOLIDATED COMM HLDGS INC COM 49 49 New 2,000
DIAMOND OFFSHORE DRILLING INC COM 44 44 New 1,000
PEOPLES UNITED FINANCIAL INC COM 30 30 New 2,000
APPLE INC COM 26 26 New 255
SANDRIDGE PERMIAN TR COM UNIT BEN INT 23 23 New 2,000
SOLAR CAP LTD COM 20 20 New 1,000
FIFTH STREET FINANCE CORP COM 20 20 New 2,000


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