PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 238
New Positions 47
Increased Positions 77
Decreased Positions 96
Positions with Activity 173
Sold Out Positions 77
Total Mkt Value (in $ millions) 128

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

Sector Weighting

Basic Materials 0.01%
Capital Goods 3.19%
Conglomerates 0%
Consumer Cyclical 1.59%
Consumer/Non-Cyclical 3.18%
Energy 2.79%
Financial 77.59%
Healthcare 2.25%
Services 4.22%
Technology 3.33%
Transportation 0.1%
Utilities 1.72%

77 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AECOM TECHNOLOGY CORP DELAWARE COM -1,773 Sold Out 0
AIR TRANSPORT SERVICES GRP INC COM -1 Sold Out 0
ALLERGAN INC COM -3,164 Sold Out 0
AMBARELLA INC SHS -2 Sold Out 0
AMDOCS LTD SHS -1,945 Sold Out 0
AMERICAN AIRLS GROUP INC COM -14 Sold Out 0
AMERICAN RLTY INVS INC COM Sold Out 0
AMYRIS INC COM -1 Sold Out 0
ANWORTH MORTGAGE ASSET CP COM -1 Sold Out 0
AVG TECHNOLOGIES N V SHS -20 Sold Out 0
BARCLAYS BANK PLC ETN DJUBSCOFFE38 -1 Sold Out 0
BP PLC SPONSORED ADR -117 Sold Out 0
CALLAWAY GOLF CO COM -7 Sold Out 0
CALPINE CORP COM NEW -2,021 Sold Out 0
CANADIAN SOLAR INC COM -1 Sold Out 0
CENTURY CASINOS INC COM -1 Sold Out 0
CHENIERE ENERGY INC COM NEW -72 Sold Out 0
COMMERCIAL VEH GROUP INC COM -1 Sold Out 0
CONSOLIDATED COMM HLDGS INC COM -56 Sold Out 0
CUSHING RENAISSANCE FD COM -42 Sold Out 0


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