Ownership history in CWC Advisors, LLC. Β· 6 quarters on record
This page tracks every 13F SEC filing in which CWC Advisors, LLC. reported a position in ISHARES TR (TLT). 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 CWC Advisors, LLC. underperformed the S&P 500 by β20.1% annually on this TLT position. Timing score: 20% (1/5 decisions correct). Average cost basis: $88.67. Maximum drawdown during holding period: β9.7%.
β Significantly underperformed the S&P 500 by 20.1% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $85.39 (2025 Q2) Β· Worst: $91.96 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
π CWC Advisors, LLC. has been actively increasing its TLT allocation β a bullish signal from insiders.
Currently 2.6% 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