Rushmore Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$243K	Buy	+5,490	New	+$267K	0.05%	187

Other funds holding WBA

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

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

BIT

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

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

Rushmore Investment Advisors opened a new position in Walgreens Boots Alliance (WBA) in Q2 2013: 5,490 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings.

963 funds tracked by Wall St. Rank hold WBA as of Q2 2013.

Rushmore Investment Advisors held 5,490 shares of Walgreens Boots Alliance worth $243K as of Q2 2013.
Walgreens Boots Alliance was a new Rushmore Investment Advisors position in Q2 2013.
Walgreens Boots Alliance made up 0.05% of Rushmore Investment Advisors's portfolio in Q2 2013, its #187 holding.
963 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2013.

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