Carlos Mr Curbelo Stock Trades

HouseFollow

FL-26

Disclosed trades

Estimated volume

$532K

sum of bracket midpoints

Typical delay

11 days

trade to filing

Last filed

Apr 6, 2017

What their buys are worth now

18 disclosed purchases, valued at the latest close

Return

+165.7%

on paper

Gain

+$238.7K

unrealised

Disclosed cost

$144K

at bracket midpoints

Worth now

$382.7K

close of Oct 9, 2026

If Carlos Mr Curbelo still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 15 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 18 disclosed purchases — $18,000 invested — would be worth

$46,765

+$28,765 (+159.81%)

Positions

equally weighted

Their own timing

+165.74%

entering on their trade date

Best

+374.05%

Worst

IVZ

-3.78%

Each filing

18 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Jan 10, 2017 11d after trading	ACN 8.69 sh	$115.06	$117.13	$209.06	$1,817	+81.70%
Jan 10, 2017 11d after trading	AMP 8.72 sh	$114.73	$110.94	$500.51	$4,363	+336.25%
Jan 10, 2017 11d after trading	BLK 2.63 sh	$380.31	$380.54	$1,082.39	$2,846	+184.61%
Jan 10, 2017 11d after trading	CL 15.29 sh	$65.39	$65.44	$88.27	$1,350	+34.99%
Jan 10, 2017 11d after trading	CVS 12.1 sh	$82.67	$78.91	$86.16	$1,042	+4.22%
Jan 10, 2017 11d after trading	ASHS 29.77 sh	$33.59	$32.29	$39.43	$1,174	+17.39%
Jan 10, 2017 11d after trading	ECL 8.48 sh	$117.86	$117.22	$281.83	$2,391	+139.12%
Jan 10, 2017 11d after trading	HON 8.96 sh	$111.65	$109.76	$207.73	$1,861	+86.05%
Jan 10, 2017 11d after trading	ICE 17.61 sh	$56.77	$56.42	$156.19	$2,751	+175.13%
Jan 10, 2017 11d after trading	IVZ 32.61 sh	$30.67	$30.34	$29.51	$962	-3.78%
Jan 10, 2017 11d after trading	KMI 46.36 sh	$21.57	$20.71	$32.49	$1,506	+50.63%
Jan 10, 2017 11d after trading	LOW 14.04 sh	$71.21	$71.12	$186.00	$2,612	+161.20%
Jan 10, 2017 11d after trading	ORLY 53.32 sh	$18.75	$18.56	$86.45	$4,610	+360.98%
Jan 10, 2017 11d after trading	ROK 7.17 sh	$139.53	$134.40	$432.59	$3,100	+210.03%
Jan 10, 2017 11d after trading	SBUX 17.28 sh	$57.88	$55.52	$90.75	$1,568	+56.79%
Jan 10, 2017 11d after trading	TMO 6.77 sh	$147.78	$141.10	$658.02	$4,453	+345.27%
Jan 10, 2017 11d after trading	TJX 26.08 sh	$38.35	$37.56	$138.76	$3,619	+261.87%
Jan 10, 2017 11d after trading	V 12.3 sh	$81.31	$78.02	$385.45	$4,741	+374.05%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 15 purchases could not be priced and are excluded.

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Most traded

By number of disclosed transactions

ABC1x · $8K ACN1x · $8K AMP1x · $8K ASHS1x · $8K ATVI1x · $8K BLK1x · $8K CL1x · $8K AAPL1x · $8K

Disclosed transactions

52 in total, newest first

Asset		Amount	Traded	Filed	Note
a i c best of my knowledge and belief. …	buyOpen	$1K – $15K	Apr 6, 2017	Apr 6, 2017 same day	—
a i c best of my knowledge and belief. …	sellReduce	$1K – $15K	Mar 24, 2017	Apr 3, 2017 10 days later	—
Bank of america Corporation (BaC) F s U…	sellReduce	$1K – $15K	Mar 24, 2017	Apr 3, 2017 10 days later	—
Bank of america Corporation (BaC) F s U…	sellReduce	$15K – $50K	Mar 24, 2017	Apr 3, 2017 10 days later	—
a i c best of my knowledge and belief. …	buyOpen	$1K – $15K	Mar 2, 2017	Mar 2, 2017 same day	—
a i c best of my knowledge and belief. …	buyOpen	$1K – $15K	Feb 7, 2017	Feb 7, 2017 same day	—
a i c best of my knowledge and belief. …	sellReduce	$15K – $50K	Jan 30, 2017	Jan 31, 2017 1 day later	—
Bank of america Corporation (BaC) F s U…	sellReduce	$50K – $100K	Jan 30, 2017	Jan 31, 2017 1 day later	—
YUM	sellReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
YUMC	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
Walt disney Company (dIS) F S UBHOLdINg…	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
V	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
VOO	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
UTX	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
TJX	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
TWX	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
TMO	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
SBUX	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
Simon Property group, Inc. (SPg) F S UB…	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
COL	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ROK	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
RHT	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
PRXL	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ORLY	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
NKE	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
MYL	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
Medtronic plc. Ordinary Shares (MdT) F …	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
MMP	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
LOW	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
KMI	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
IBB	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
IVZ	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ICE	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
HON	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
HLT	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
FB	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ETP	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ECL	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ASHS	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
danaher Corporation (dHR) F S UBHOLdINg…	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
CVS	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
CMCSA	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
CL	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
BLK	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
Becton, dickinson and Company (BdX) F S…	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
AAPL	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ABC	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
AMP	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
Alphabet Inc. - Class A (gOOgL) F S UBH…	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
Adobe Systems Incorporated (AdBE) F S U…	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ATVI	sellspouseReduce	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—
ACN	buyspouseOpen	$1K – $15K	Dec 30, 2016	Jan 10, 2017 11 days later	—

Source: the original filing