Rushmore Investment Advisors’s Walmart Inc WMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$411K	Buy	+16,569	New	+$425K	0.08%	158

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BIT

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Rushmore Investment Advisors opened a new position in Walmart Inc (WMT) in Q2 2013: 16,569 shares worth $411K. The stake represents 0.08% of the portfolio and ranks #158 among its holdings.

1,316 funds tracked by Wall St. Rank hold WMT as of Q2 2013.

Rushmore Investment Advisors held 16,569 shares of Walmart Inc worth $411K as of Q2 2013.
Walmart Inc was a new Rushmore Investment Advisors position in Q2 2013.
Walmart Inc made up 0.08% of Rushmore Investment Advisors's portfolio in Q2 2013, its #158 holding.
1,316 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2013.

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