Ownership history in Advisory Services Network, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in MSA SAFETY INC COM (MSA). 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 β5.3% annually on this MSA position. Timing score: 75% (9/12 decisions correct). Average cost basis: $125.55. Maximum drawdown during holding period: β19.7%.
β Significantly underperformed the S&P 500 by 5.3% ann.
17 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 12 add/trim decisions correct
Best entry: $62.53 (2017 Q1) Β· Worst: $164.37 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 5 trims. Bought during 3 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