PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 193
New Positions 32
Increased Positions 87
Decreased Positions 34
Positions with Activity 121
Sold Out Positions 24
Total Mkt Value (in $ millions) 155

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

Sector Weighting

Basic Materials 0.02%
Capital Goods 2.91%
Conglomerates 0%
Consumer Cyclical 1.47%
Consumer/Non-Cyclical 3.52%
Energy 2.2%
Financial 80.23%
Healthcare 1.85%
Services 3.48%
Technology 2.79%
Transportation 0.1%
Utilities 1.4%

193 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR U.S. BAS MTL ETF -5,770 Sold Out 0
LINN ENERGY LLC UNIT LTD LIAB -3 Sold Out 0
POWERSHARES ETF TRUST S&P 500 HGH QLTY -1 Sold Out 0
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT -15,301 Sold Out 0
PROSHARES TR PSHS ULT BASMATL -1 Sold Out 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF -5,726 Sold Out 0
SCHWAB STRATEGIC TR US REIT ETF -7,050 Sold Out 0
SKECHERS U S A INC CL A -15 Sold Out 0
STMICROELECTRONICS N V NY REGISTRY -2 Sold Out 0
TRIPADVISOR INC COM -15 Sold Out 0
UNDER ARMOUR INC CL A -13 Sold Out 0
VALE S A ADR -4 Sold Out 0
YAHOO INC COM -4 Sold Out 0


Create your free portfolio