Ownership history in Advisory Services Network, LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in NATIONAL HEALTH INVS INC COM (NHI). 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 β8.3% annually on this NHI position. Timing score: 53% (8/15 decisions correct). Average cost basis: $42.34. Maximum drawdown during holding period: β38.0%.
β Significantly underperformed the S&P 500 by 8.3% ann.
25 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $34.29 (2015 Q4) Β· Worst: $78.56 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 6 trims. Bought during 3 of 7 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