Ownership history in ROMAN BUTLER FULLERTON & CO Β· 8 quarters on record
This page tracks every 13F SEC filing in which ROMAN BUTLER FULLERTON & CO reported a position in UNITED STS GASOLINE FD LP (UGA). 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 ROMAN BUTLER FULLERTON & CO underperformed the S&P 500 by β28.2% annually on this UGA position. Timing score: 50% (3/6 decisions correct). Average cost basis: $64.18. Maximum drawdown during holding period: β17.6%.
β Significantly underperformed the S&P 500 by 28.2% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $58.43 (2024 Q3) Β· Worst: $70.93 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.2% 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