Rushmore Investment Advisors’s IBM IBM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$1.69M	Buy	+9,231	New	+$1.8M	0.34%	92

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

BIT

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Rushmore Investment Advisors opened a new position in IBM (IBM) in Q2 2013: 9,231 shares worth $1.69M. The stake represents 0.34% of the portfolio and ranks #92 among its holdings.

1,662 funds tracked by Wall St. Rank hold IBM as of Q2 2013.

Rushmore Investment Advisors held 9,231 shares of IBM worth $1.69M as of Q2 2013.
IBM was a new Rushmore Investment Advisors position in Q2 2013.
IBM made up 0.34% of Rushmore Investment Advisors's portfolio in Q2 2013, its #92 holding.
1,662 funds tracked by Wall St. Rank held IBM as of Q2 2013.

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