Ownership history in FCA CORP /TX Β· 16 quarters on record
This page tracks every 13F SEC filing in which FCA CORP /TX reported a position in ADVENT CONVERT & INCOME (AVK). 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 FCA CORP /TX underperformed the S&P 500 by β5.7% annually on this AVK position. Timing score: 73% (11/15 decisions correct). Average cost basis: $9.75. Maximum drawdown during holding period: β28.6%.
β Significantly underperformed the S&P 500 by 5.7% ann.
15 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
11 of 15 add/trim decisions correct
Best entry: $6.83 (2022 Q3) Β· Worst: $12.19 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.82% 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