PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 203
New Positions 49
Increased Positions 72
Decreased Positions 61
Positions with Activity 133
Sold Out Positions 43
Total Mkt Value (in $ millions) 87

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

Sector Weighting

Basic Materials 6.07%
Capital Goods 11.91%
Conglomerates 0%
Consumer Cyclical 8.67%
Consumer/Non-Cyclical 0.09%
Energy 3.92%
Financial 27.56%
Healthcare 11.61%
Services 2.42%
Technology 10.29%
Transportation 0.06%
Utilities 10.24%

203 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
TEVA PHARMACEUTICAL INDS LTD ADR 11 New 202
GW PHARMACEUTICALS PLC ADS 2 2 New 20
ISHARES ALL PERU CAP ETF 15 15 New 400
SPDR SERIES TRUST BRC CNV SECS ETF 724 433 149.13 14,402
SPDR SERIES TRUST BRCLYS INTL ETF -6 Sold Out 0
PANERA BREAD CO CL A 7 New 49
ROCK-TENN CO CL A 2,378 2,378 New 23,588
ZYNGA INC CL A 32 32 35,614.29 10,000
MARCHEX INC CL B 1 1 New 58
UNITED PARCEL SERVICE INC CL B 13 .81 125
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,858 2,858 New 22,216
3M CO COM 31 .46 217
ABBOTT LABS COM 183 -2 (1.14) 4,435
ABBVIE INC COM 265 -2 (0.74) 4,820
ABERDEEN ASIA PACIFIC INCOM FD COM 8 8 New 1,298
AECOM TECHNOLOGY CORP DELAWARE COM 2,559 2,559 New 80,585
AGRIUM INC COM -2,946 Sold Out 0
ALEXION PHARMACEUTICALS INC COM -2 Sold Out 0
ALLERGAN INC COM 3,734 3,734 New 22,437
ALLSCRIPTS HEALTHCARE SOLUTNS COM 7 New 437