Rushmore Investment Advisors’s Diageo DEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$3.22M	Buy	+28,027	New	+$3.39M	0.66%	33

Other funds holding DEO

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Diageo (DEO) in Q2 2013: 28,027 shares worth $3.22M. The stake represents 0.66% of the portfolio and ranks #33 among its holdings.

522 funds tracked by Wall St. Rank hold DEO as of Q2 2013.

Rushmore Investment Advisors held 28,027 shares of Diageo worth $3.22M as of Q2 2013.
Diageo was a new Rushmore Investment Advisors position in Q2 2013.
Diageo made up 0.66% of Rushmore Investment Advisors's portfolio in Q2 2013, its #33 holding.
522 funds tracked by Wall St. Rank held Diageo as of Q2 2013.

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