Ownership history in Mutual Advisors, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Mutual Advisors, LLC reported a position in WEST BANCORPORATION INC (WTBA). 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 Mutual Advisors, LLC underperformed the S&P 500 by β5.5% annually on this WTBA position. Timing score: 55% (6/11 decisions correct). Average cost basis: $16.81. Maximum drawdown during holding period: β14.7%.
β Significantly underperformed the S&P 500 by 5.5% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $15.64 (2023 Q1) Β· Worst: $21.98 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 3 trims. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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