Ownership history in Waldron Private Wealth LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Waldron Private Wealth LLC reported a position in iShares Global Infrastructure (IGF). 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 Waldron Private Wealth LLC underperformed the S&P 500 by β6.6% annually on this IGF position. Timing score: 52% (14/27 decisions correct). Average cost basis: $43.24. Maximum drawdown during holding period: β28.7%.
β Significantly underperformed the S&P 500 by 6.6% ann.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 27 add/trim decisions correct
Best entry: $32.02 (2018 Q4) Β· Worst: $61.36 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 15 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.64% 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