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Rushmore Investment Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Rushmore Investment Advisors’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q2 		$109K Buy
+20,000
New +$110K 0.02% 196

Other funds holding VVR

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Invesco Senior Income Trust (VVR) in Q2 2013: 20,000 shares worth $109K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings.

68 funds tracked by Wall St. Rank hold VVR as of Q2 2013.

  • Rushmore Investment Advisors held 20,000 shares of Invesco Senior Income Trust worth $109K as of Q2 2013.
  • Invesco Senior Income Trust was a new Rushmore Investment Advisors position in Q2 2013.
  • Invesco Senior Income Trust made up 0.02% of Rushmore Investment Advisors's portfolio in Q2 2013, its #196 holding.
  • 68 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2013.

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