Ownership history in Advisory Services Network, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (SUSL). 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 +0.3% annually on this SUSL position. Timing score: 40% (6/15 decisions correct). Average cost basis: $71.48. Maximum drawdown during holding period: β21.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct
Best entry: $41.70 (2020 Q1) Β· Worst: $82.32 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 9 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
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