PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 238
New Positions 47
Increased Positions 77
Decreased Positions 96
Positions with Activity 173
Sold Out Positions 77
Total Mkt Value (in $ millions) 128

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

Sector Weighting

Basic Materials 0.01%
Capital Goods 3.11%
Conglomerates 0%
Consumer Cyclical 1.57%
Consumer/Non-Cyclical 3.17%
Energy 2.81%
Financial 77.84%
Healthcare 2.27%
Services 4.16%
Technology 3.27%
Transportation 0.1%
Utilities 1.68%

238 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ISHARES TR IBOXX INV CP ETF -13,771 Sold Out 0
SCHWAB STRATEGIC TR US MID-CAP ETF -6,575 Sold Out 0
ISHARES TR SP SMCP600VL ETF -6,352 Sold Out 0
ALLERGAN INC COM -3,201 Sold Out 0
CISCO SYS INC COM 28 -2,428 (98.87) 1,000
EDISON INTL COM -2,274 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 23 -2,261 (99) 150
ROCK-TENN CO CL A -2,114 Sold Out 0
ENBRIDGE INC COM -2,104 Sold Out 0
MAGNA INTL INC COM 4 -2,102 (99.82) 36
CALPINE CORP COM NEW -2,008 Sold Out 0
MYRIAD GENETICS INC COM -1,995 Sold Out 0
AMDOCS LTD SHS -1,911 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -1,715 Sold Out 0
AECOM TECHNOLOGY CORP DELAWARE COM -1,701 Sold Out 0
JOY GLOBAL INC COM -1,573 Sold Out 0
QUANTA SVCS INC COM -1,417 Sold Out 0
NABORS INDUSTRIES LTD SHS -1,089 Sold Out 0
SCHWAB STRATEGIC TR US REIT ETF 6,833 -583 (7.86) 173,861
ISHARES TR S&P MC 400VL ETF 6,214 -406 (6.13) 48,567


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