Rushmore Investment Advisors’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$3.64M	Buy	+79,656	New	+$3.49M	0.74%	27

Other funds holding V

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

BIT

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Visa (V) in Q2 2013: 79,656 shares worth $3.64M. The stake represents 0.74% of the portfolio and ranks #27 among its holdings.

1,051 funds tracked by Wall St. Rank hold V as of Q2 2013.

Rushmore Investment Advisors held 79,656 shares of Visa worth $3.64M as of Q2 2013.
Visa was a new Rushmore Investment Advisors position in Q2 2013.
Visa made up 0.74% of Rushmore Investment Advisors's portfolio in Q2 2013, its #27 holding.
1,051 funds tracked by Wall St. Rank held Visa as of Q2 2013.

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