Rushmore Investment Advisors’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$5.52M	Buy	+133,670	New	+$5.21M	1.12%	17

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Wells Fargo (WFC) in Q2 2013: 133,670 shares worth $5.52M. The stake represents 1.12% of the portfolio and ranks #17 among its holdings.

1,482 funds tracked by Wall St. Rank hold WFC as of Q2 2013.

Rushmore Investment Advisors held 133,670 shares of Wells Fargo worth $5.52M as of Q2 2013.
Wells Fargo was a new Rushmore Investment Advisors position in Q2 2013.
Wells Fargo made up 1.12% of Rushmore Investment Advisors's portfolio in Q2 2013, its #17 holding.
1,482 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2013.

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