Ownership history in Advisory Services Network, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SUNOCO LP COM U REP LP (SUN). 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 outperformed the S&P 500 by +17.7% annually on this SUN position. Timing score: 20% (1/5 decisions correct). Average cost basis: $35.29. Maximum drawdown during holding period: β43.3%.
π₯ Exceptional β beat the S&P 500 by 17.7% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $13.23 (2016 Q1) Β· Worst: $51.82 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 0 trims. Bought during 2 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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