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) 122

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

Sector Weighting

Basic Materials 3.41%
Capital Goods 5%
Conglomerates 0%
Consumer Cyclical 1.87%
Consumer/Non-Cyclical 0.06%
Energy 1.98%
Financial 73.33%
Healthcare 4.4%
Services 0.73%
Technology 3.81%
Transportation 0.12%
Utilities 5.27%

218 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 26 26 New 255
SPDR S&P 500 ETF TR TR UNIT 24 New 121
NATIONAL OILWELL VARCO INC COM 24 New 294
ROCKWELL AUTOMATION INC COM 23 New 200
3M CO COM 22 -10 (30.42) 151
SANDRIDGE PERMIAN TR COM UNIT BEN INT 21 21 New 2,000
EQUINIX INC COM NEW 20 New 93
SOLAR CAP LTD COM 19 19 New 1,000
FIFTH STREET FINANCE CORP COM 19 19 New 2,000
PIONEER NAT RES CO COM 19 New 93
CANADIAN NATL RY CO COM 19 19 New 250
PPL CORP COM 17 New 515
AVG TECHNOLOGIES N V SHS 17 17 New 1,000
COVIDIEN PLC SHS 17 New 182
ROCKWELL COLLINS INC COM 16 New 200
LINCOLN NATL CORP IND COM 16 New 287
ORACLE CORP COM 16 16 New 400
AVIS BUDGET GROUP COM 14 14 New 220
PHYSICIANS RLTY TR COM 14 14 New 1,000
DELTA AIR LINES INC DEL COM NEW 14 .28 359