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 5.98%
Capital Goods 11.96%
Conglomerates 0%
Consumer Cyclical 8.64%
Consumer/Non-Cyclical 0.09%
Energy 3.96%
Financial 27.42%
Healthcare 11.47%
Services 2.62%
Technology 10.24%
Transportation 0.06%
Utilities 10.29%

203 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TEVA PHARMACEUTICAL INDS LTD ADR 11 New 202
KOHLS CORP COM 11 New 200
NVIDIA CORP COM 10 New 540
OPEN TEXT CORP COM 10 New 200
ISHARES GLOBAL ENERG ETF 9 New 185
CVS CAREMARK CORPORATION COM 8 .93 109
ABERDEEN ASIA PACIFIC INCOM FD COM 8 8 New 1,298
CONSOL ENERGY INC COM 8 New 180
PANERA BREAD CO CL A 7 New 49
ALLSCRIPTS HEALTHCARE SOLUTNS COM 7 New 437
BANK OF AMERICA CORPORATION COM 7 New 430
SPDR GOLD TRUST GOLD SHS 6 6 New 49
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 6 New 104
ISHARES RUSSELL 2000 ETF 6 New 50
INTUITIVE SURGICAL INC COM NEW 6 6 New 15
BHP BILLITON PLC SPONSORED ADR 6 6 New 82
HEALTHSOUTH CORP COM NEW 5 New 136
POTASH CORP SASK INC COM 5 5 New 131
CREDIT SUISSE NASSAU BRH VS 3XLNGNATGAS 4 4 New 1,204
PROCTER & GAMBLE CO COM 4 4 New 52


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