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Rushmore Investment Advisors’s Estee Lauder EL Stock Holding History

Rushmore Investment Advisors’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q2 		$1.78M Buy
+26,997
New +$1.84M 0.36% 86

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Estee Lauder (EL) in Q2 2013: 26,997 shares worth $1.78M. The stake represents 0.36% of the portfolio and ranks #86 among its holdings.

473 funds tracked by Wall St. Rank hold EL as of Q2 2013.

  • Rushmore Investment Advisors held 26,997 shares of Estee Lauder worth $1.78M as of Q2 2013.
  • Estee Lauder was a new Rushmore Investment Advisors position in Q2 2013.
  • Estee Lauder made up 0.36% of Rushmore Investment Advisors's portfolio in Q2 2013, its #86 holding.
  • 473 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2013.

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