PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 193
New Positions 32
Increased Positions 87
Decreased Positions 34
Positions with Activity 121
Sold Out Positions 24
Total Mkt Value (in $ millions) 154

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

Sector Weighting

Basic Materials 0.02%
Capital Goods 2.84%
Conglomerates 0%
Consumer Cyclical 1.37%
Consumer/Non-Cyclical 3.04%
Energy 2.28%
Financial 80.31%
Healthcare 1.92%
Services 3.56%
Technology 2.89%
Transportation 0.1%
Utilities 1.65%

193 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PROSHARES TR ULTRPRO DOW30 1 1 New 7
INTRALINKS HLDGS INC COM 1 New 82
INVENTURE FOODS INC COM 1 New 79
CALIFORNIA RES CORP COM 1 (0.46) 215
GABELLI GLB SML & MD CP VAL TR COM 1 1 New 78
UNITED SECURITY BANCSHARES CA COM 1 (1.4) 141
GENERAL MTRS CO WT EXP 071019 1 New 44
TANDY LEATHER FACTORY INC COM 1 New 76
SOUTHERN CO COM 1 New 12
KINDER MORGAN INC DEL COM 1 New 13
CITIGROUP INC COM NEW New 10
LADENBURG THALMAN FIN SVCS INC COM New 117
AVID TECHNOLOGY INC COM New 33
GLOWPOINT INC COM NEW New 430
CENTRAIS ELETRICAS BRASILEIRAS SPONSORED ADR New 206
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT -14,873 Sold Out 13
PIMCO HIGH INCOME FD COM SHS New 30
IRIDEX CORP COM New 30
WHOLE FOODS MKT INC COM New 5
REEDS INC COM New 46