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
DIGITAL RLTY TR INC COM 3 New 48
SANDSTORM GOLD LTD COM NEW 3 3 New 640
TCF FINL CORP COM 3 New 177
SCHWAB STRATEGIC TR US BRD MKT ETF 3 (4.92) 58
SUNCOKE ENERGY INC COM 3 New 106
FRONTIER COMMUNICATIONS CORP COM 2 New 359
NOW INC COM 2 (1.35) 73
ALLIANCE HEALTHCARE SRVCS INC COM PAR $0.01 2 New 86
DANA HLDG CORP COM 2 -1,607 (99.88) 95
MINCO GOLD CORPORATION COM 2 2 New 5,000
MALLINCKRODT PUB LTD CO SHS 2 New 22
VAALCO ENERGY INC COM NEW 2 2 New 208
AMBARELLA INC SHS 2 2 New 44
INSYS THERAPEUTICS INC NEW COM NEW 2 2 New 50
MASTEC INC COM 2 -1,915 (99.91) 53
UNITED SECURITY BANCSHARES CA COM 2 (0.7) 285
STMICROELECTRONICS N V NY REGISTRY 2 2 New 200
GW PHARMACEUTICALS PLC ADS 2 (10) 18
TANDY LEATHER FACTORY INC COM 1 New 152
BARCLAYS BANK PLC ETN DJUBSCOFFE38 1 1 New 43