Rushmore Investment Advisors’s Simon Property Group SPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$2.19M	Buy	+14,714	New	+$2.36M	0.45%	73

Other funds holding SPG

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Simon Property Group (SPG) in Q2 2013: 14,714 shares worth $2.19M. The stake represents 0.45% of the portfolio and ranks #73 among its holdings.

563 funds tracked by Wall St. Rank hold SPG as of Q2 2013.

Rushmore Investment Advisors held 14,714 shares of Simon Property Group worth $2.19M as of Q2 2013.
Simon Property Group was a new Rushmore Investment Advisors position in Q2 2013.
Simon Property Group made up 0.45% of Rushmore Investment Advisors's portfolio in Q2 2013, its #73 holding.
563 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2013.

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