Rushmore Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$1.92M	Buy	+37,289	New	+$1.8M	0.39%	80

Other funds holding WFM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Rushmore Investment Advisors opened a new position in Whole Foods Market Inc (WFM) in Q2 2013: 37,289 shares worth $1.92M. The stake represents 0.39% of the portfolio and ranks #80 among its holdings.

554 funds tracked by Wall St. Rank hold WFM as of Q2 2013.

Rushmore Investment Advisors held 37,289 shares of Whole Foods Market Inc worth $1.92M as of Q2 2013.
Whole Foods Market Inc was a new Rushmore Investment Advisors position in Q2 2013.
Whole Foods Market Inc made up 0.39% of Rushmore Investment Advisors's portfolio in Q2 2013, its #80 holding.
554 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2013.

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