RIA
SEP

Rushmore Investment Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

Rushmore Investment Advisors’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q2 		$482K Buy
+10,480
New +$400K 0.1% 148

Other funds holding SEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Spectra Engy Parters Lp (SEP) in Q2 2013: 10,480 shares worth $482K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings.

119 funds tracked by Wall St. Rank hold SEP as of Q2 2013.

  • Rushmore Investment Advisors held 10,480 shares of Spectra Engy Parters Lp worth $482K as of Q2 2013.
  • Spectra Engy Parters Lp was a new Rushmore Investment Advisors position in Q2 2013.
  • Spectra Engy Parters Lp made up 0.1% of Rushmore Investment Advisors's portfolio in Q2 2013, its #148 holding.
  • 119 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q2 2013.

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