Rushmore Investment Advisors’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$1.38M	Buy	+15,938	New	+$1.48M	0.28%	103

Other funds holding PM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

BIT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

Rushmore Investment Advisors opened a new position in Philip Morris (PM) in Q2 2013: 15,938 shares worth $1.38M. The stake represents 0.28% of the portfolio and ranks #103 among its holdings.

1,308 funds tracked by Wall St. Rank hold PM as of Q2 2013.

Rushmore Investment Advisors held 15,938 shares of Philip Morris worth $1.38M as of Q2 2013.
Philip Morris was a new Rushmore Investment Advisors position in Q2 2013.
Philip Morris made up 0.28% of Rushmore Investment Advisors's portfolio in Q2 2013, its #103 holding.
1,308 funds tracked by Wall St. Rank held Philip Morris as of Q2 2013.

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