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) 121

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

Sector Weighting

Basic Materials 3.41%
Capital Goods 4.98%
Conglomerates 0%
Consumer Cyclical 1.87%
Consumer/Non-Cyclical 0.06%
Energy 1.93%
Financial 73.41%
Healthcare 4.43%
Services 0.73%
Technology 3.81%
Transportation 0.11%
Utilities 5.24%

218 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
TEVA PHARMACEUTICAL INDS LTD ADR 10 New 202
GW PHARMACEUTICALS PLC ADS 2 (10) 18
ISHARES ALL PERU CAP ETF -14 Sold Out 0
SPDR SERIES TRUST BRC CNV SECS ETF -722 Sold Out 0
PANERA BREAD CO CL A 8 New 49
ROCK-TENN CO CL A 1,715 -651 (27.51) 34,200
ZILLOW INC CL A 9 9 New 74
ZYNGA INC CL A 31 New 10,000
FREEPORT-MCMORAN INC CL B -24 Sold Out 0
MARCHEX INC CL B New 58
UNITED PARCEL SERVICE INC CL B 12 .80 126
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,098 -996 (32.19) 15,065
3M CO COM 22 -10 (30.42) 151
ABBOTT LABS COM 192 New 4,435
ABBVIE INC COM 279 -4 (1.45) 4,750
ABERDEEN ASIA PACIFIC INCOM FD COM -8 Sold Out 0
AECOM TECHNOLOGY CORP DELAWARE COM 2,095 -805 (27.77) 58,207
AIR TRANSPORT SERVICES GRP INC COM New 62
ALLERGAN INC COM 2,501 -1,226 (32.9) 15,056
ALLSCRIPTS HEALTHCARE SOLUTNS COM 6 New 437