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 220
New Positions 60
Increased Positions 77
Decreased Positions 57
Positions with Activity 134
Sold Out Positions 28
Total Mkt Value (in $ millions) 123

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

Sector Weighting

Basic Materials 3.25%
Capital Goods 4.93%
Conglomerates 0%
Consumer Cyclical 1.97%
Consumer/Non-Cyclical 0.07%
Energy 2.34%
Financial 73.16%
Healthcare 4.39%
Services 0.73%
Technology 3.85%
Transportation 0.11%
Utilities 5.16%

220 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
RYDEX ETF TRUST GUG S&P500 EQ WT -7,009 Sold Out 0
BARCLAYS BK PLC DJUBS CMDT ETN36 -6,158 Sold Out 0
AMGEN INC COM -2,769 Sold Out 0
AVNET INC COM -2,569 Sold Out 0
OSHKOSH CORP COM -2,387 Sold Out 0
DANA HLDG CORP COM 2 -1,787 (99.88) 95
MASTEC INC COM 2 -1,731 (99.91) 53
JOY GLOBAL INC COM 2,111 -1,407 (40) 33,422
LIQUIDITY SERVICES INC COM -1,403 Sold Out 0
ALLERGAN INC COM 2,568 -1,259 (32.9) 15,056
ENBRIDGE INC COM 2,164 -1,021 (32.05) 42,257
AMDOCS LTD SHS 1,959 -969 (33.09) 40,929
EDISON INTL COM 1,999 -960 (32.44) 35,091
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,934 -918 (32.19) 15,065
NABORS INDUSTRIES LTD SHS 2,321 -891 (27.75) 79,924
MAGNA INTL INC COM 2,185 -853 (28.07) 19,746
SCHWAB STRATEGIC TR US AGGREGATE B 4 -850 (99.53) 78
CISCO SYS INC COM 2,284 -849 (27.1) 88,418
LYONDELLBASELL INDUSTRIES N V SHS - A - 2,142 -822 (27.74) 20,914
MYRIAD GENETICS INC COM 2,046 -799 (28.09) 54,791


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