Ownership history in Capital Planning LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Capital Planning LLC reported a position in FTI Consulting Inc (FCN). 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 Planning LLC underperformed the S&P 500 by β4.6% annually on this FCN position. Timing score: 67% (4/6 decisions correct). Average cost basis: $154.38. Maximum drawdown during holding period: β29.0%.
β οΈ Trailed SPY by 4.6% ann. on this position.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $111.72 (2020 Q4) Β· Worst: $210.29 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 2 trims. Bought during 2 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.09% 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