PIERSHALE FINANCIAL GROUP, INC.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 122,289
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/17/2014 | 193 | 122,289 | 13F-HR | PIERSHALE FINANCIAL GROUP, INC. |
| Q1 2014 | 4/25/2014 | 177 | 85,641 | 13F-HR | PIERSHALE FINANCIAL GROUP, INC. |
| Q4 2013 | 2/4/2014 | 156 | 68,921 | 13F-HR | PIERSHALE FINANCIAL GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.79 K | 28.4% | 0 | 30.83 K | -30.83 K |
| ETFs | 73.6 K | 60.2% | 60.21 K | 0 | 60.21 K |
| Debt | 13.9 K | 11.4% | 13.9 K | 0 | 13.9 K |
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Fund Snapshot
Q2 2014
Latest filed
7/17/2014
Total value ($000)
122,289
Holdings
193
QoQ value change ($000)
36,648
(42.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.