PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 203
New Positions 49
Increased Positions 72
Decreased Positions 61
Positions with Activity 133
Sold Out Positions 43
Total Mkt Value (in $ millions) 87

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

Sector Weighting

Basic Materials 6.07%
Capital Goods 11.91%
Conglomerates 0%
Consumer Cyclical 8.67%
Consumer/Non-Cyclical 0.09%
Energy 3.92%
Financial 27.56%
Healthcare 11.61%
Services 2.42%
Technology 10.29%
Transportation 0.06%
Utilities 10.24%

203 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OSHKOSH CORP COM 2,457 -851 (25.72) 44,916
ROCK-TENN CO CL A 2,378 2,378 New 23,588
DANA HLDG CORP COM 1,844 1,844 New 77,313
MASTEC INC COM 1,837 1,837 New 61,126
LIQUIDITY SERVICES INC COM 1,301 1,301 New 99,650
SCHWAB STRATEGIC TR US AGGREGATE B 854 712 502.16 16,487
SPDR SERIES TRUST BRC CNV SECS ETF 724 433 149.13 14,402
AT&T INC COM 458 New 12,819
ABBVIE INC COM 265 -2 (0.74) 4,820
SCHEIN HENRY INC COM 217 New 1,830
ILLINOIS TOOL WKS INC COM 199 New 2,319
INTERNATIONAL BUSINESS MACHS COM 188 New 1,000
ABBOTT LABS COM 183 -2 (1.14) 4,435
EXXON MOBIL CORP COM 132 5 3.76 1,297
WALGREEN CO COM 99 -18 (15.49) 1,375
GENERAL ELECTRIC CO COM 89 87 5,063.08 3,356
VERIZON COMMUNICATIONS INC COM 75 New 1,496
MOTOROLA SOLUTIONS INC COM NEW 74 New 1,124
PEPSICO INC COM 61 .29 682
VANGUARD WORLD FDS UTILITIES ETF 59 .80 630


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