Ownership history in Advisory Services Network, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in COMPANIA CERVECERIAS UNIDAS (CCU). 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 β42.5% annually on this CCU position. Timing score: 33% (1/3 decisions correct). Average cost basis: $14.94. Maximum drawdown during holding period: β19.1%.
β Significantly underperformed the S&P 500 by 42.5% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $10.05 (2020 Q3) Β· Worst: $14.99 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. Bought during 0 of 2 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