Ownership history in BENJAMIN EDWARDS INC Β· 5 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in WESTERN ASSET PREMIER BD FD (WEA). 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 BENJAMIN EDWARDS INC underperformed the S&P 500 by β9.5% annually on this WEA position. Timing score: 25% (1/4 decisions correct). Average cost basis: $10.16. Maximum drawdown during holding period: β2.7%.
β Significantly underperformed the S&P 500 by 9.5% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $10.12 (2024 Q3) Β· Worst: $10.45 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
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