Ownership history in Cornerstone Advisory, LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in NUVEEN QUALITY MUNCP INCOME (NAD). 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 Cornerstone Advisory, LLC underperformed the S&P 500 by β12.5% annually on this NAD position. Timing score: 56% (10/18 decisions correct). Average cost basis: $11.01. Maximum drawdown during holding period: β31.7%.
β Significantly underperformed the S&P 500 by 12.5% ann.
18 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $8.86 (2022 Q3) Β· Worst: $12.12 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 9 trims. Bought during 3 of 8 down-price quarters. π More buys than sells across the holding period.
π Cornerstone Advisory, LLC has been actively increasing its NAD allocation β a bullish signal from insiders.
Currently 1.01% 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