Rushmore Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$1.22M	Buy	+27,291	New	+$1.18M	0.25%	107

Other funds holding BMY

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

BFA

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2013: 27,291 shares worth $1.22M. The stake represents 0.25% of the portfolio and ranks #107 among its holdings.

1,179 funds tracked by Wall St. Rank hold BMY as of Q2 2013.

Rushmore Investment Advisors held 27,291 shares of Bristol-Myers Squibb worth $1.22M as of Q2 2013.
Bristol-Myers Squibb was a new Rushmore Investment Advisors position in Q2 2013.
Bristol-Myers Squibb made up 0.25% of Rushmore Investment Advisors's portfolio in Q2 2013, its #107 holding.
1,179 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2013.

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