$122 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 193 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 164.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | FIRST SOLAR INCput | $0 | – | -1 | -100.0% | 0.00% | – | |
| C | Exit | CITIGROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
| Exit | AT&T INCput | $0 | – | -2 | -100.0% | 0.00% | – | |
| Exit | CANADIAN SOLAR INCcall | $0 | – | -2 | -100.0% | 0.00% | – | |
| Exit | CATERPILLAR INC DELcall | $0 | – | -3 | -100.0% | 0.00% | – | |
| Exit | ACTAVIS PLCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | PLUG POWER INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | DIREXION SHS ETF TRcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | OPEN TEXT CORPput | $0 | – | -2 | -100.0% | 0.00% | – | |
| Exit | SOLAZYME INCcall | $0 | – | -3 | -100.0% | 0.00% | – | |
| Exit | FUELCELL ENERGY INCcall | $0 | – | -3 | -100.0% | 0.00% | – | |
| Exit | OPEN TEXT CORPcall | $0 | – | -2 | -100.0% | 0.00% | – | |
| Exit | ACCURAY INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | BALLARD PWR SYS INC NEWcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | CALAMP CORPcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | JAZZ PHARMACEUTICALS PLCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | FORD MTR CO DELput | $0 | – | -2 | -100.0% | 0.00% | – | |
| Exit | FORD MTR CO DELcall | $0 | – | -2 | -100.0% | 0.00% | – | |
| CTIC | Exit | CELL THERAPEUTICS INC | $0 | – | -187 | -100.0% | -0.00% | – |
| JPNL | Exit | * DIREXION SHS ETF TRdly jpn bull 3x | $0 | – | -25 | -100.0% | -0.00% | – |
| GTATQ | Exit | GT ADVANCED TECHNOLOGIES INC | $0 | – | -68 | -100.0% | -0.00% | – |
| BRZU | Exit | DIREXION SHS ETF TRdrx dlybrzb 3x | $0 | – | -99 | -100.0% | -0.00% | – |
| Exit | COSTCO WHSL CORP NEWcall | $0 | – | -2 | -100.0% | -0.00% | – | |
| DZK | Exit | DIREXION SHS ETF TRdly dev mkt bull | $0 | – | -29 | -100.0% | -0.00% | – |
| YINN | Exit | DIREXION SHS ETF TRchina bull 3x | $0 | – | -93 | -100.0% | -0.00% | – |
| EDC | Exit | DIREXION SHS ETF TRdly emrgmkt bull | $0 | – | -84 | -100.0% | -0.00% | – |
| MIDU | Exit | DIREXION SHS ETF TRdly midcap etf3x | $0 | – | -31 | -100.0% | -0.00% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -241 | -100.0% | -0.00% | – |
| DGAZ | Exit | CREDIT SUISSE NASSAUbrh vs 3xlngnatgas | $0 | – | -1,204 | -100.0% | -0.01% | – |
| POT | Exit | POTASH CORP SASK INC | $0 | – | -131 | -100.0% | -0.01% | – |
| GLD | Exit | SPDR GOLD TRUST GOLD | $0 | – | -49 | -100.0% | -0.01% | – |
| Exit | BHP BILLITON LTDsponsored adr | $0 | – | -82 | -100.0% | -0.01% | – | |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -15 | -100.0% | -0.01% | – |
| Exit | ABERDEEN ASIA PACIFIC INCOM | $0 | – | -1,298 | -100.0% | -0.01% | – | |
| HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -198 | -100.0% | -0.02% | – |
| EPU | Exit | ISHARES TRmsci peru cap | $0 | – | -400 | -100.0% | -0.02% | – |
| FCX | Exit | FREEPORT-MCMORAN COPPER & GO | $0 | – | -715 | -100.0% | -0.03% | – |
| Exit | BAIDU INCspon adr rep a | $0 | – | -200 | -100.0% | -0.04% | – | |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -300 | -100.0% | -0.04% | – |
| CWB | Exit | SPDR SERIES TRUSTbrclys cap conv | $0 | – | -14,402 | -100.0% | -0.81% | – |
| LQDT | Exit | LIQUIDITY SERVICES INC | $0 | – | -99,650 | -100.0% | -3.03% | – |
| OSK | Exit | OSHKOSH CORP | $0 | – | -44,916 | -100.0% | -3.09% | – |
| Exit | AVNET INC | $0 | – | -58,164 | -100.0% | -3.16% | – | |
| Exit | AMGEN INC | $0 | – | -22,645 | -100.0% | -3.26% | – | |
| DJP | Exit | BARCLAYS BK PLCdjubs cmdt etn36 | $0 | – | -163,354 | -100.0% | -7.52% | – |
| RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -90,918 | -100.0% | -7.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AT&T INC | 41 | Q2 2023 | 2.0% |
| HOME DEPOT INC | 35 | Q2 2023 | 0.6% |
| CISCO SYS INC | 35 | Q2 2023 | 3.2% |
| GENERAL MLS INC | 34 | Q2 2023 | 0.4% |
| ILLINOIS TOOL WKS INC | 34 | Q2 2023 | 0.4% |
| ZYNGA INC | 30 | Q4 2020 | 0.1% |
| APPLE INC | 27 | Q2 2023 | 1.2% |
| INTERNATIONAL BUSINESS MACHS | 26 | Q2 2023 | 0.3% |
| PROCTER & GAMBLE CO | 26 | Q2 2023 | 0.2% |
| ABBOTT LABS | 25 | Q2 2023 | 0.5% |
View PIERSHALE FINANCIAL GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-07-15 |
| 13F-HR | 2021-04-20 |
View PIERSHALE FINANCIAL GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.