AEF β€” ABERDEEN CHILE FD INC COM

Ownership history in Matisse Capital  Β·  29 quarters on record

This page tracks every 13F SEC filing in which Matisse Capital reported a position in ABERDEEN CHILE FD INC COM (AEF). 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.

πŸ” Peak position
4.61% (2018 Q3)
πŸ“Š Avg. % of fund
0.91%
πŸ“… First filed
2016 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
29

Position Intelligence

Matisse Capital Γ— AEF AI Analytics

πŸ“‰ Matisse Capital underperformed the S&P 500 by –6.6% annually on this AEF position. Timing score: 52% (11/21 decisions correct). Average cost basis: $3.85. Maximum drawdown during holding period: –31.5%.

πŸ“ˆ Position Alpha vs SPY
-6.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.6% ann.
28 quarters analyzed

⏱️ Timing Score
52%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
11 of 21 add/trim decisions correct

πŸ’° Entry Quality
$3.85
+64.2% vs current ($6.32)

Best entry: $3.09 (2016 Q4)  Β·  Worst: $4.76 (2017 Q4)

πŸ›‘οΈ Drawdown Resilience
–31.5%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
36%
buy-side decisions

8 adds Β· 14 trims. Bought during 4 of 9 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% of portfolio

⚠ 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.

% of Fund (quarterly)    AEF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 23,050 -93,925 -80.3% 0.07% $149K $6.32
2025 Q2 UNCHANGED 116,975 β€” 0% 0.33% $695K $5.64
2025 Q1 ADDED 116,975 +11,489 +10.9% 0.31% $580K $4.59
2024 Q4 UNCHANGED 105,486 β€” 0% 0.28% $547K $4.66
2024 Q3 UNCHANGED 105,486 β€” 0% 0.29% $594K $4.97
2024 Q2 UNCHANGED 105,486 β€” 0% 0.28% $557K $4.57
2024 Q1 UNCHANGED 105,486 β€” 0% 0.26% $533K $4.28
2023 Q4 REDUCED 105,486 -16,150 -13.3% 0.29% $539K $4.26
2021 Q2 REDUCED 121,636 -1,054 -0.9% 0.35% $1.1M $6.22
2021 Q1 REDUCED 122,690 -4,338 -3.4% 0.31% $1.1M $5.84
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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