Representative · FL, District 26

Carlos Mr Curbelo

44 disclosed trades · All on 30/12/2016

Tickers: 37
Buys / sells: 30 / 14
Median lag: 11d
Est. volume: $352K

A100/ 100

median 11d lag to file · on time

Return mirror

Not enough priced buy disclosures for the public mirror yet.

since disclosure

Win rate: -
Avg return: -
vs S&P 500: -

n=1, need 5+ priced buys

Playbook

Index Shadow

Carlos shows an Index Shadow pattern

Diversified book that tracks the index closely.

Spread across many names with no single position dominating. Returns rarely diverge meaningfully from the S&P 500.

Cadence: 176/yr
Buy bias: 68%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

10 positions · $80K est. volume

ACN$8K
AMP$8K
ASHS$8K
BLK$8K
CL$8K
COL$8K

All disclosed trades (44)

Showing 44 of 44 loaded disclosures

Asset

10/01/2017Traded 30/12/2016BuyACN
ACNAccenture plc Class A Ordinary Shares (ACN) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellATVI
ATVIActivision Blizzard, Inc (ATVI) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyOther
Adobe Systems Incorporated (AdBE) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellOther
Alphabet Inc. - Class A (gOOgL) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyAMP
AMPAmeriprise Financial, Inc. (AMP) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyABC
ABCAmerisourceBergen Corporation (ABC) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellAAPL
AAPLApple Inc. (AAPL) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyOther
Becton, dickinson and Company (BdX) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyBLK
BLKBlackRock, Inc. (BLK) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyCL
CLColgate-Palmolive Company (CL) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellCMCSA
CMCSAComcast Corporation - Class A (CMCSA) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyCVS
CVSCVS Health Corporation (CVS) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyOther
danaher Corporation (dHR) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyASHS
ASHSdeutsche X-trackers Harvest CSI 500 China A-Shares Small Cap ETF (ASHS) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyECL
ECLEcolab Inc. (ECL) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyETP
ETPEnergy Transfer Partners, L.P. ENERgY TRANSFER PARNTERS (ETP) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellFB
FBFacebook, Inc. - Class A (FB) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellHLT
HLTHilton Worldwide Holdings
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyHON
HONHoneywell International Inc. (HON) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyICE
ICEIntercontinental Exchange Inc. (ICE) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyIVZ
IVZInvesco Ltd (IVZ) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellIBB
IBBiShares Nasdaq Biotechnology Index Fund (IBB) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyKMI
KMIKinder Morgan, Inc. (KMI) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016BuyLOW
LOWLowe's Companies, Inc. (LOW) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000
10/01/2017Traded 30/12/2016SellMMP
MMPMagellan Midstream Partners L.P. Limited Partnership (MMP) FILINg STATUS: New SUBHOLdINg OF: UBS Brokerage Account
11d$1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 30/12/2016. Identical consecutive line items on the same filing are collapsed with a ×N badge.