PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 173
New Positions 42
Increased Positions 64
Decreased Positions 46
Positions with Activity 110
Sold Out Positions 20
Total Mkt Value (in $ millions) 72

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

Sector Weighting

Basic Materials 4.32%
Capital Goods 4.75%
Conglomerates 0%
Consumer Cyclical 5.09%
Consumer/Non-Cyclical 5.78%
Energy 9.89%
Financial 45.74%
Healthcare 5.54%
Services 8.63%
Technology 5.26%
Transportation 0.05%
Utilities 4.92%

173 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN ELECTRIC TECH INC COM New 60
INTEL CORP COM New 14
PIMCO HIGH INCOME FD COM SHS New 30
AMERICAN INTL GROUP INC WT EXP 011921 New 13
EDISON INTL COM New 3
NOKIA CORP SPONSORED ADR New 20
USEC INC COM NEW New 40
ZYNGA INC CL A New 28
BRISTOL MYERS SQUIBB CO COM New 2
WELLS FARGO & CO NEW COM New 2
BAXTER INTL INC COM New 1
DONNELLEY R R & SONS CO COM New 2
CBL & ASSOC PPTYS INC COM New 2
ARRAY BIOPHARMA INC COM Sold Out 0
AUDIOCODES LTD ORD -1 Sold Out 0
BBX CAP CORP CL A PAR $0.01 -1 Sold Out 0
CONSOLIDATED WATER CO INC ORD -1 Sold Out 0
DEUTSCHE BK AG LONDON BRH DB 3X SHRT UST -69 Sold Out 0
GRAPHIC PACKAGING HLDG CO COM -1 Sold Out 0
ISHARES IBOXX INV CP ETF -141 Sold Out 0