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 237
New Positions 47
Increased Positions 77
Decreased Positions 96
Positions with Activity 173
Sold Out Positions 77
Total Mkt Value (in $ millions) 129

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 3.23%
Conglomerates 0%
Consumer Cyclical 1.59%
Consumer/Non-Cyclical 3%
Energy 2.92%
Financial 77.85%
Healthcare 2.19%
Services 4.21%
Technology 3.23%
Transportation 0.1%
Utilities 1.64%

237 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 -13,688 Sold Out 0
SCHWAB STRATEGIC TR US MID-CAP ETF -6,575 Sold Out 0
ISHARES TR SP SMCP600VL ETF -6,282 Sold Out 0
ALLERGAN INC COM -3,148 Sold Out 0
CISCO SYS INC COM 27 -2,350 (98.87) 1,000
EDISON INTL COM -2,191 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 22 -2,188 (99) 150
CALPINE CORP COM NEW -2,144 Sold Out 0
MAGNA INTL INC COM 4 -2,072 (99.82) 36
ENBRIDGE INC COM -1,969 Sold Out 0
AMDOCS LTD SHS -1,967 Sold Out 0
AECOM TECHNOLOGY CORP DELAWARE COM -1,963 Sold Out 0
ROCK-TENN CO CL A -1,911 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -1,907 Sold Out 0
JOY GLOBAL INC COM -1,796 Sold Out 0
MYRIAD GENETICS INC COM -1,774 Sold Out 0
QUANTA SVCS INC COM -1,708 Sold Out 0
NABORS INDUSTRIES LTD SHS -1,352 Sold Out 0
SCHWAB STRATEGIC TR US REIT ETF 6,589 -562 (7.86) 173,861
ISHARES TR U.S. BAS MTL ETF 6,163 -410 (6.23) 70,450


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