Ownership history in CWM, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in VANECK VECTORS ETF TR (HYEM). 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 CWM, LLC underperformed the S&P 500 by β33.1% annually on this HYEM position. Timing score: 86% (6/7 decisions correct). Average cost basis: $14.76. Maximum drawdown during holding period: β3.3%.
β Significantly underperformed the S&P 500 by 33.1% ann.
14 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $14.23 (2018 Q2) Β· Worst: $18.86 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. Bought during 1 of 3 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