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Rushmore Investment Advisors’s Macy's M Stock Holding History

Rushmore Investment Advisors’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q2 		$3.06M Buy
+63,760
New +$2.96M 0.62% 36

Other funds holding M

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Macy's (M) in Q2 2013: 63,760 shares worth $3.06M. The stake represents 0.62% of the portfolio and ranks #36 among its holdings.

546 funds tracked by Wall St. Rank hold M as of Q2 2013.

  • Rushmore Investment Advisors held 63,760 shares of Macy's worth $3.06M as of Q2 2013.
  • Macy's was a new Rushmore Investment Advisors position in Q2 2013.
  • Macy's made up 0.62% of Rushmore Investment Advisors's portfolio in Q2 2013, its #36 holding.
  • 546 funds tracked by Wall St. Rank held Macy's as of Q2 2013.

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