Rushmore Investment Advisors’s Apple AAPL Stock Holding History

Rushmore Investment Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$11.9M	Buy	+839,636	New	+$12.9M	2.42%	8

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rushmore Investment Advisors's AAPL Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Apple (AAPL) in Q2 2013: 839,636 shares worth $11.9M. The stake represents 2.42% of the portfolio and ranks #8 among its holdings.

1,853 funds tracked by Wall St. Rank hold AAPL as of Q2 2013.

Rushmore Investment Advisors held 839,636 shares of Apple worth $11.9M as of Q2 2013.
Apple was a new Rushmore Investment Advisors position in Q2 2013.
Apple made up 2.42% of Rushmore Investment Advisors's portfolio in Q2 2013, its #8 holding.
1,853 funds tracked by Wall St. Rank held Apple as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.