PIERSHALE FINANCIAL GROUP, INC.
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
150
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| Guggenheim S&P 500 Equal Weigh | 3,926 | — |
| SCHA | 3,762 | — |
| SCHM | 3,730 | — |
| SCHWAB STRATEGIC TRUST | 3,603 | — |
| CVI | 3,261 | — |
| ENB | 3,248 | — |
| AMGN | 3,213 | — |
| HollyFrontier Corp | 3,160 | — |
| JOY GLOBAL INC | 3,146 | — |
| OMNIVISION TECHNOLOGIES INC COM | 3,072 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
3
(0.0% of total reported value)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|