Ownership history in ROBERTS GLORE & CO INC /IL/ Β· 41 quarters on record
This page tracks every 13F SEC filing in which ROBERTS GLORE & CO INC /IL/ reported a position in WESTERN ASSET CLYM INFL OPP (WIW). 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 ROBERTS GLORE & CO INC /IL/ underperformed the S&P 500 by β13.7% annually on this WIW position. Timing score: 45% (18/40 decisions correct). Average cost basis: $6.32. Maximum drawdown during holding period: β28.5%.
β Significantly underperformed the S&P 500 by 13.7% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 40 add/trim decisions correct
Best entry: $5.33 (2015 Q4) Β· Worst: $9.15 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 21 trims. Bought during 6 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.32% 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