Ownership history in Advisory Services Network, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in GLOBAL X FDS (DJIA). 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 β21.0% annually on this DJIA position. Timing score: 75% (3/4 decisions correct). Average cost basis: $17.66. Maximum drawdown during holding period: β1.8%.
β Significantly underperformed the S&P 500 by 21.0% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $16.23 (2023 Q1) Β· Worst: $19.85 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 0 of 1 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.