Ownership history in BCM ADVISORS, LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which BCM ADVISORS, LLC reported a position in Consolidated Edison COM (ED). 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 BCM ADVISORS, LLC underperformed the S&P 500 by β0.2% annually on this ED position. Timing score: 6% (1/18 decisions correct). Average cost basis: $24.31. Maximum drawdown during holding period: β21.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
39 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 18 add/trim decisions correct
Best entry: $19.07 (2008 Q1) Β· Worst: $99.02 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 13 trims. Bought during 2 of 16 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.96% 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