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) 124

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

Sector Weighting

Basic Materials 3.33%
Capital Goods 5.09%
Conglomerates 0%
Consumer Cyclical 2.01%
Consumer/Non-Cyclical 0.06%
Energy 2.13%
Financial 73.39%
Healthcare 4.2%
Services 0.71%
Technology 3.71%
Transportation 0.12%
Utilities 5.24%

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
NATIONAL OILWELL VARCO INC COM 25 New 294
SPDR S&P 500 ETF TR TR UNIT 24 New 121
ROCKWELL AUTOMATION INC COM 23 New 200
SANDRIDGE PERMIAN TR COM UNIT BEN INT 23 23 New 2,000
3M CO COM 22 -10 (30.42) 151
EQUINIX INC COM NEW 20 New 93
SOLAR CAP LTD COM 20 20 New 1,000
FIFTH STREET FINANCE CORP COM 20 20 New 2,000
PIONEER NAT RES CO COM 19 New 93
CANADIAN NATL RY CO COM 18 18 New 250
PPL CORP COM 18 New 515
AVG TECHNOLOGIES N V SHS 18 18 New 1,000
ORACLE CORP COM 17 17 New 400
COVIDIEN PLC SHS 16 New 182
LINCOLN NATL CORP IND COM 16 New 287
ROCKWELL COLLINS INC COM 15 New 200
AVIS BUDGET GROUP COM 15 15 New 220
PHYSICIANS RLTY TR COM 15 15 New 1,000
DELTA AIR LINES INC DEL COM NEW 14 .28 359