13F-HR filed by PIERSHALE FINANCIAL GROUP, INC.
PIERSHALE FINANCIAL GROUP, INC. filed this 13F-HR for the quarter ended 2016-12-31, filed 2017-01-18, with 23 holding rows worth $163,054,000.
- Accession
- 0001214659-17-000340
- Filer
- CIK 1554815
- Filed
- 2017-01-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2016
A holdings report, 24 entries on the cover page, a total value of $163,054,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $163,054,000 with VALUE read as thousands by filing date, 13F file number 028-15003. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 302,513 | $18,598,000 | thousands by filing date | |
| POWERSHARES GLOBAL ETF TRUSTHI | 73936T557 | COM | 926,442 | $17,408,000 | thousands by filing date | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 366,288 | $16,721,000 | thousands by filing date | |
| POWERSHARES | 73936T573 | EXCHANGE TRADED | 557,899 | $15,766,000 | thousands by filing date | |
| ISHARES TR | 464287838 | U.S. BAS MTL ETF | 162,743 | $13,534,000 | thousands by filing date | |
| PowerShares QQQ Trust Unit Ser | 73935A104 | COM | 92,614 | $10,973,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 496,988 | $10,715,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 197,328 | $10,510,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 388,776 | $9,039,000 | thousands by filing date | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 72,475 | $8,643,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 102,631 | $8,354,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 142,077 | $6,415,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 61,316 | $4,932,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 102,023 | $4,906,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 21,330 | $4,213,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 16,132 | $686,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 2,179 | $292,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,319 | $284,000 | thousands by filing date | |
| SCHEIN HENRY INC | 806407102 | COM | 1,830 | $278,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 4,391 | $271,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 1,600 | $266,000 | thousands by filing date | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 2,713 | $224,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 10,000 | $26,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-17-000340 | this filing | 2017-01-18 | acceptance time not in the bulk data set |