Ownership history in Mariner, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Mariner, LLC reported a position in ADVISORSHARES TR (MSOS). 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 Mariner, LLC underperformed the S&P 500 by β52.7% annually on this MSOS position. Timing score: 33% (5/15 decisions correct). Average cost basis: $12.96. Maximum drawdown during holding period: β91.0%.
β Significantly underperformed the S&P 500 by 52.7% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct
Best entry: $3.81 (2024 Q4) Β· Worst: $42.28 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 4 trims. Bought during 9 of 13 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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