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Rushmore Investment Advisors’s BP BP Stock Holding History

Rushmore Investment Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q2 		$618K Buy
+18,103
New +$630K 0.13% 132

Other funds holding BP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in BP (BP) in Q2 2013: 18,103 shares worth $618K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings.

785 funds tracked by Wall St. Rank hold BP as of Q2 2013.

  • Rushmore Investment Advisors held 18,103 shares of BP worth $618K as of Q2 2013.
  • BP was a new Rushmore Investment Advisors position in Q2 2013.
  • BP made up 0.13% of Rushmore Investment Advisors's portfolio in Q2 2013, its #132 holding.
  • 785 funds tracked by Wall St. Rank held BP as of Q2 2013.

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