PIERSHALE FINANCIAL GROUP, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 173
New Positions 42
Increased Positions 64
Decreased Positions 46
Positions with Activity 110
Sold Out Positions 20
Total Mkt Value (in $ millions) 72

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

Sector Weighting

Basic Materials 4.31%
Capital Goods 4.78%
Conglomerates 0%
Consumer Cyclical 5.1%
Consumer/Non-Cyclical 5.82%
Energy 9.77%
Financial 45.8%
Healthcare 5.48%
Services 8.63%
Technology 5.28%
Transportation 0.05%
Utilities 4.94%

173 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ARRAY BIOPHARMA INC COM Sold Out 0
AUDIOCODES LTD ORD -1 Sold Out 0
BBX CAP CORP CL A PAR $0.01 -1 Sold Out 0
CONSOLIDATED WATER CO INC ORD -1 Sold Out 0
DEUTSCHE BK AG LONDON BRH DB 3X SHRT UST -69 Sold Out 0
GRAPHIC PACKAGING HLDG CO COM -1 Sold Out 0
ISHARES IBOXX INV CP ETF -141 Sold Out 0
ISHARES MSCI BRZ CAP ETF -1 Sold Out 0
POWERSHARES GLOBAL ETF TRUST FDM HG YLD RAFI -9,252 Sold Out 0
PROSHARES TR PSHS ULTSH 20YRS -17 Sold Out 0
SCHWAB STRATEGIC TR SHT TM US TRES -9,128 Sold Out 0
SELECT COMFORT CORP COM -2,132 Sold Out 0
SPDR INDEX SHS FDS MSCI ACWI EXUS -74 Sold Out 0
SPDR SERIES TRUST NUVN BRCLY MUNI -180 Sold Out 0
SUNOPTA INC COM -1 Sold Out 0
SYSCO CORP COM -118 Sold Out 0
TARGACEPT INC COM -1 Sold Out 0
VANDA PHARMACEUTICALS INC COM -1 Sold Out 0
VANGUARD INDEX FDS TOTAL STK MKT -1 Sold Out 0
XOMA CORP DEL COM -1 Sold Out 0