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 3.24%
Conglomerates 0%
Consumer Cyclical 1.61%
Consumer/Non-Cyclical 3%
Energy 2.9%
Financial 77.83%
Healthcare 2.19%
Services 4.17%
Technology 3.28%
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
3M CO COM 24 .66 152
ABBOTT LABS COM 197 New 4,435
ABBVIE INC COM 322 .04 4,752
ACTUA CORP COM New 5
AECOM TECHNOLOGY CORP DELAWARE COM -1,962 Sold Out 0
AIR TRANSPORT SERVICES GRP INC COM -1 Sold Out 0
ALLERGAN INC COM -3,189 Sold Out 0
ALLIANCE HEALTHCARE SRVCS INC COM PAR $0.01 1 -1 (50) 43
ALLSCRIPTS HEALTHCARE SOLUTNS COM 5 New 437
ALLSTATE CORP COM 1 New 19
AMBARELLA INC SHS -2 Sold Out 0
AMDOCS LTD SHS -1,977 Sold Out 0
AMERICAN AIRLS GROUP INC COM -12 Sold Out 0
AMERICAN ELECTRIC TECH INC COM New 30
AMERICAN RLTY INVS INC COM Sold Out 0
AMYRIS INC COM -1 Sold Out 0
ANWORTH MORTGAGE ASSET CP COM -1 Sold Out 0
APPLE INC COM 20 -11 (34.9) 166
AT&T INC COM 2,399 1,954 439.25 69,127
ATLATSA RES CORP COM New 555


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