Ownership history in Fiera Capital Corp Β· 33 quarters on record
This page tracks every 13F SEC filing in which Fiera Capital Corp reported a position in ISHARES BARC (IEF). 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 Fiera Capital Corp underperformed the S&P 500 by β19.3% annually on this IEF position. Timing score: 39% (12/31 decisions correct). Average cost basis: $70.15. Maximum drawdown during holding period: β21.1%.
β Significantly underperformed the S&P 500 by 19.3% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
12 of 31 add/trim decisions correct
Best entry: $67.59 (2010 Q4) Β· Worst: $106.09 (2020 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 18 trims. Bought during 7 of 14 down-price quarters. π Predominantly trimming β distribution phase.
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