Ownership history in Advisory Services Network, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in THOMSON REUTERS CORP (TRI). 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 +2.7% annually on this TRI position. Timing score: 42% (5/12 decisions correct). Average cost basis: $91.03. Maximum drawdown during holding period: β4.8%.
β
Outperformed SPY on this position by 2.7% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $42.64 (2018 Q4) Β· Worst: $124.36 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 8 trims. Bought during 0 of 2 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