Ownership history in Ackerman Capital Advisors, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Ackerman Capital Advisors, LLC reported a position in BNY MELLON MUN BD INFRASTRUC (DMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Ackerman Capital Advisors, LLC underperformed the S&P 500 by β18.0% annually on this DMB position. Timing score: 50% (6/12 decisions correct). Average cost basis: $9.94. Maximum drawdown during holding period: β23.5%.
β Significantly underperformed the S&P 500 by 18.0% ann.
12 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $9.23 (2022 Q4) Β· Worst: $12.06 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 4 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size