PIERSHALE FINANCIAL GROUP, INC.
Q1 2014 13F-HR Holdings
Net value change ($000)
+16,720
(24.3%)
New positions
49
Sold out positions
42
Turnover %
79.6%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
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)
| ATMP | 6,442 | 322100.0% |
| SCHH | 5,344 | 267200.0% |
| EIX | 2,940 | NEW |
| DOX | 2,842 | NEW |
| OVERSEAS SHIPHOLDING GROUP INC | 2,784 | NEW |
| BRK-B | 2,776 | NEW |
| NBR | 2,727 | NEW |
| Guggenheim S&P 500 Equal Weigh | 2,710 | 69.0% |
| AVT | 2,706 | NEW |
| CSCO | 2,697 | 12259.1% |
Top Reduces (Value $000, Stocks/ETFs)
| SCHA | -3,762 | -100.0% |
| SCHWAB STRATEGIC TRUST | -3,603 | -100.0% |
| CVI | -3,261 | -100.0% |
| HollyFrontier Corp | -3,160 | -100.0% |
| OMNIVISION TECHNOLOGIES INC COM | -3,072 | -100.0% |
| AGRIUM INC | -3,052 | -100.0% |
| PPC | -3,003 | -100.0% |
| COACH INC | -3,001 | -100.0% |
| TEAM HEALTH HOLDINGS INC | -2,856 | -100.0% |
| AMGN | -420 | -13.1% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
2
(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 |
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