Ownership history in Advisory Services Network, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER (CLMT). 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 β58.1% annually on this CLMT position. Timing score: 22% (2/9 decisions correct). Average cost basis: $8.17. Maximum drawdown during holding period: β66.1%.
β Significantly underperformed the S&P 500 by 58.1% ann.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 9 add/trim decisions correct
Best entry: $7.91 (2021 Q3) Β· Worst: $23.31 (2015 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 8 trims. Bought during 1 of 5 down-price quarters. π Predominantly trimming β distribution phase.
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