PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 201
New Positions 32
Increased Positions 61
Decreased Positions 71
Positions with Activity 132
Sold Out Positions 45
Total Mkt Value (in $ millions) 126

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

Sector Weighting

Basic Materials 0%
Capital Goods 0.12%
Conglomerates 0%
Consumer Cyclical 0.21%
Consumer/Non-Cyclical 0.3%
Energy 0.15%
Financial 96.47%
Healthcare 0.88%
Services 1.24%
Technology 0.48%
Transportation 0.07%
Utilities 0.07%

201 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NOW INC COM 2 New 73
SUNCOKE ENERGY INC COM 2 New 106
OPKO HEALTH INC COM 2 -41 (96.23) 90
PFSWEB INC COM NEW 2 New 108
ON SEMICONDUCTOR CORP COM 1 1 New 100
GENERAL MTRS CO WT EXP 071016 1 New 44
ALLIANCE HEALTHCARE SRVCS INC COM PAR $0.01 1 New 43
INTRALINKS HLDGS INC COM 1 New 82
DIREXION SHS ETF TR DLY R/E BULL3X 1 1 New 10
GENERAL MTRS CO WT EXP 071019 1 New 44
INVENTURE FOODS INC COM 1 New 79
UNITED SECURITY BANCSHARES CA COM 1 (1.4) 141
SCHWAB STRATEGIC TR US LCAP VA ETF 1 -14,034 Sold Out 15
TANDY LEATHER FACTORY INC COM 1 New 76
CITIGROUP INC COM NEW 1 New 10
AVID TECHNOLOGY INC COM 1 New 33
SOUTHERN CO COM 1 New 12
CENTRAIS ELETRICAS BRASILEIRAS SPONSORED ADR New 206
SYNOVUS FINL CORP COM NEW New 14
LADENBURG THALMAN FIN SVCS INC COM New 117