Ownership history in Capital Analysts, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in FIDELITY (FBND). 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 Capital Analysts, LLC underperformed the S&P 500 by β20.6% annually on this FBND position. Timing score: 62% (13/21 decisions correct). Average cost basis: $42.27. Maximum drawdown during holding period: β14.9%.
β Significantly underperformed the S&P 500 by 20.6% ann.
21 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 21 add/trim decisions correct
Best entry: $38.09 (2022 Q3) Β· Worst: $45.34 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
19 adds Β· 3 trims. Bought during 8 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.17% 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.