Ownership history in Pointe Capital Management LLC Β· 38 quarters on record
This page tracks every 13F SEC filing in which Pointe Capital Management LLC reported a position in VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH). 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 Pointe Capital Management LLC underperformed the S&P 500 by β13.2% annually on this VCSH position. Timing score: 64% (23/36 decisions correct). Average cost basis: $68.34. Maximum drawdown during holding period: β8.1%.
β Significantly underperformed the S&P 500 by 13.2% ann.
37 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 36 add/trim decisions correct
Best entry: $61.52 (2016 Q2) Β· Worst: $79.17 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
29 adds Β· 8 trims. Bought during 7 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 5.5% 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.