Ownership history in Advisory Services Network, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in LIBERTY OILFIELD SVCS INC (LBRT). 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 Advisory Services Network, LLC underperformed the S&P 500 by β44.0% annually on this LBRT position. Timing score: 25% (1/4 decisions correct). Average cost basis: $14.38. Maximum drawdown during holding period: β49.7%.
β Significantly underperformed the S&P 500 by 44.0% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $12.16 (2023 Q1) Β· Worst: $17.40 (2023 Q4)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 1 trim. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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