Ownership history in PARK AVENUE SECURITIES LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which PARK AVENUE SECURITIES LLC reported a position in WESTERN ASSET MTG DEFINED (DMO). 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 PARK AVENUE SECURITIES LLC underperformed the S&P 500 by β5.6% annually on this DMO position. Timing score: 37% (7/19 decisions correct). Average cost basis: $7.61. Maximum drawdown during holding period: β21.4%.
β Significantly underperformed the S&P 500 by 5.6% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct
Best entry: $7.09 (2020 Q3) Β· Worst: $10.12 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 11 trims. Bought during 3 of 6 down-price quarters. π Predominantly trimming β distribution phase.
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