Ownership history in Advisory Services Network, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in COLUMBIA BKG SYS INC (COLB). 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 β43.7% annually on this COLB position. Timing score: 67% (4/6 decisions correct). Average cost basis: $24.40. Maximum drawdown during holding period: β39.3%.
β Significantly underperformed the S&P 500 by 43.7% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $16.25 (2013 Q4) Β· Worst: $29.94 (2019 Q4)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 3 trims. Bought during 1 of 4 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