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 3.42%
Capital Goods 5.02%
Conglomerates 0%
Consumer Cyclical 1.99%
Consumer/Non-Cyclical 0.06%
Energy 2%
Financial 73.26%
Healthcare 4.38%
Services 0.71%
Technology 3.82%
Transportation 0.12%
Utilities 5.2%

218 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 -7,025 Sold Out 0
BARCLAYS BK PLC DJUBS CMDT ETN36 -5,748 Sold Out 0
AMGEN INC COM -3,123 Sold Out 0
AVNET INC COM -2,560 Sold Out 0
OSHKOSH CORP COM -2,118 Sold Out 0
MASTEC INC COM 2 -1,868 (99.91) 53
DANA HLDG CORP COM 2 -1,683 (99.88) 95
LIQUIDITY SERVICES INC COM -1,487 Sold Out 0
JOY GLOBAL INC COM 1,956 -1,304 (40) 33,422
ALLERGAN INC COM 2,548 -1,249 (32.9) 15,056
ENBRIDGE INC COM 2,101 -991 (32.05) 42,257
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,065 -980 (32.19) 15,065
AMDOCS LTD SHS 1,949 -964 (33.09) 40,929
EDISON INTL COM 1,996 -959 (32.44) 35,091
LYONDELLBASELL INDUSTRIES N V SHS - A - 2,336 -896 (27.74) 20,914
MAGNA INTL INC COM 2,185 -853 (28.07) 19,746
SCHWAB STRATEGIC TR US AGGREGATE B 4 -846 (99.53) 78
AECOM TECHNOLOGY CORP DELAWARE COM 2,164 -832 (27.77) 58,207
CISCO SYS INC COM 2,225 -827 (27.1) 88,418
CALPINE CORP COM NEW 2,112 -816 (27.86) 91,910