Ownership history in Advisory Services Network, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ADVENT CLAYMORE CV SECS & IN (AVK). 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 β6.1% annually on this AVK position. Timing score: 56% (10/18 decisions correct). Average cost basis: $6.91. Maximum drawdown during holding period: β29.7%.
β Significantly underperformed the S&P 500 by 6.1% ann.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $4.74 (2016 Q2) Β· Worst: $12.10 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
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