Ownership history in BARD ASSOCIATES INC Β· 72 quarters on record
This page tracks every 13F SEC filing in which BARD ASSOCIATES INC reported a position in FID/CLAY PFD FFC PREFERR (FFC). 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 BARD ASSOCIATES INC underperformed the S&P 500 by β2.2% annually on this FFC position. Timing score: 30% (17/57 decisions correct). Average cost basis: $15.62. Maximum drawdown during holding period: β33.4%.
β οΈ Trailed SPY by 2.2% ann. on this position.
70 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 57 add/trim decisions correct
Best entry: $2.77 (2009 Q2) Β· Worst: $16.36 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
36 adds Β· 23 trims. Bought during 15 of 28 down-price quarters. π More buys than sells across the holding period.
π BARD ASSOCIATES INC has been actively increasing its FFC allocation β a bullish signal from insiders.
Currently 5.17% 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