Rushmore Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$447K	Buy	+94,954	New	+$517K	0.09%	152

Other funds holding ITUB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Itaú Unibanco (ITUB) in Q2 2013: 94,954 shares worth $447K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings.

298 funds tracked by Wall St. Rank hold ITUB as of Q2 2013.

Rushmore Investment Advisors held 94,954 shares of Itaú Unibanco worth $447K as of Q2 2013.
Itaú Unibanco was a new Rushmore Investment Advisors position in Q2 2013.
Itaú Unibanco made up 0.09% of Rushmore Investment Advisors's portfolio in Q2 2013, its #152 holding.
298 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2013.

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