PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 203
New Positions 32
Increased Positions 61
Decreased Positions 72
Positions with Activity 133
Sold Out Positions 45
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 0%
Capital Goods 0.12%
Conglomerates 0%
Consumer Cyclical 0.21%
Consumer/Non-Cyclical 0.3%
Energy 0.15%
Financial 96.42%
Healthcare 0.86%
Services 1.28%
Technology 0.46%
Transportation 0.06%
Utilities 0.06%

45 Sold Out Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLSTATE CORP COM -1 Sold Out 0
CALIFORNIA RES CORP COM -1 Sold Out 0
CBL & ASSOC PPTYS INC COM Sold Out 0
CEMEX SAB DE CV SPON ADR NEW -6 Sold Out 0
CHEVRON CORP NEW COM -1,500 Sold Out 0
COCA COLA ENTERPRISES INC NEW COM -1,923 Sold Out 0
CONOCOPHILLIPS COM -1,535 Sold Out 0
CUMMINS INC COM -1,845 Sold Out 0
DEERE & CO COM -14 Sold Out 0
DELTA AIR LINES INC DEL COM NEW -14 Sold Out 0
DIREXION SHS ETF TR DLY FIN BULL NEW -5 Sold Out 0
DIREXION SHS ETF TR DLY JR GMNR BEAR -5 Sold Out 0
DIREXION SHS ETF TR NT GS BLL 3X NEW -1 Sold Out 0
EASTMAN CHEM CO COM -22 Sold Out 0
FERRELLGAS PARTNERS L.P. UNIT LTD PART -1 Sold Out 0
GABELLI DIVD & INCOME TR COM -16 Sold Out 0
GABELLI GLB SML & MD CP VAL TR COM -1 Sold Out 0
GENERAL MTRS CO COM -10 Sold Out 0
GOLDMAN SACHS GROUP INC COM -15 Sold Out 0
GOPRO INC CL A -9 Sold Out 0