Ed Whitfield

Following their disclosures vs. same money in SPY: -47.7 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	CH CHTR (SP)	$1K–$15K	2016-07-06	2016-10-20 LATE	PDF →
SELL	DE DEO (SP)	$1K–$15K	2016-09-02	2016-09-14	PDF →
SELL	PG PG (SP)	$1K–$15K	2016-08-23	2016-09-14	PDF →
SELL	CN CNQ (SP)	$1K–$15K	2016-08-11	2016-09-14	PDF →
BUY	DE DEA	$1K–$15K	2016-07-12	2016-08-12	PDF →
SELL	CH CHTR (SP)	$1K–$15K	2016-07-07	2016-08-12	PDF →
BUY	LI LILA (SP)	$1K–$15K	2016-07-01	2016-08-12	PDF →
SELL	LM LMCK	$1K–$15K	2016-03-11	2016-08-04 LATE	PDF →
SELL	LB LBRDK	$1K–$15K	2016-02-22	2016-08-04 LATE	PDF →
SELL	LM LMCK	$1K–$15K	2016-02-09	2016-08-04 LATE	PDF →
SELL	MS MSG	$1K–$15K	2015-11-24	2016-08-04 LATE	PDF →
BUY	LB LBRDA (SP)	$1K–$15K	2014-07-01	2016-08-04 LATE	PDF →
BUY	LB LBRDK (SP)	$1K–$15K	2014-07-01	2016-08-04 LATE	PDF →
BUY	LI LILA (SP)	$1K–$15K	2014-07-01	2016-08-04 LATE	PDF →
BUY	LM LMCA (SP)	$1K–$15K	2014-07-01	2016-08-04 LATE	PDF →
SELL	BI BIIB (SP)	$1K–$15K	2016-06-03	2016-07-15	PDF →
BUY	AV AVGO (SP)	$1K–$15K	2016-05-19	2016-06-14	PDF →
BUY	WB WBA (SP)	$1K–$15K	2016-05-19	2016-06-14	PDF →
BUY	NX NXPI (SP)	$1K–$15K	2016-05-12	2016-06-14	PDF →
BUY	AG AGN (SP)	$1K–$15K	2016-05-06	2016-06-14	PDF →
BUY	NO NOW (SP)	$1K–$15K	2016-05-06	2016-06-14	PDF →
BUY	CO COST (SP)	$1K–$15K	2016-05-06	2016-06-14	PDF →
BUY	GE GE (SP)	$1K–$15K	2016-05-05	2016-06-14	PDF →
BUY	NX NXPI (SP)	$1K–$15K	2016-05-05	2016-06-14	PDF →
BUY	AI AIRM (SP)	$1K–$15K	2016-05-04	2016-06-14	PDF →
SELL	BI BIIB (SP)	$1K–$15K	2016-04-13	2016-05-10	PDF →
SELL	DI DIS (SP)	$1K–$15K	2016-04-11	2016-05-10	PDF →
BUY	V V (SP)	$1K–$15K	2016-03-22	2016-04-11	PDF →
SELL	LL LLY (SP)	$1K–$15K	2016-03-16	2016-04-11	PDF →
SELL	TW TWC (SP)	$1K–$15K	2016-03-16	2016-04-11	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Whitfield still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
AV AVGO		$261K	18.2%	+3272.1%	Jan 2016	May 2016
CA CAT		$175K	12.2%	+958.3%	May 2015	Dec 2015
AM AMZN		$143K	10.0%	+824.5%	Jan 2016	Feb 2016
MU MU		$117K	8.1%	+2907.2%	Jan 2015	Dec 2014
CO COST		$91K	6.4%	+684.2%	Feb 2016	May 2016
LL LLY		$78K	5.5%	+1944.6%	Feb 2016	Mar 2016
GO GOOGL		$68K	4.8%	+780.1%	Mar 2016	Feb 2016
MS MSFT		$45K	3.2%	+1070.0%	Feb 2016	Jan 2016
GE GE		$40K	2.8%	+157.7%	Oct 2014	May 2016
NO NOW		$39K	2.7%	+908.0%	Jun 2016	May 2016
GO GOOG		$36K	2.5%	+825.4%	Jan 2016	Dec 2015
WF WFC		$33K	2.3%	+113.1%	Aug 2015	Jan 2016
NX NXPI		$26K	1.8%	+232.2%	Jun 2016	May 2016
VU VUG		$25K	1.7%	+537.0%	May 2014	Apr 2014
GI GILD		$25K	1.7%	+112.3%	Sep 2015	Sep 2015
V V		$21K	1.5%	+449.4%	Apr 2016	Mar 2016
KR KR		$17K	1.2%	+118.5%	May 2015	Sep 2015
IP IP		$17K	1.2%	+45.2%	May 2014	Jan 2016
DE DEA		$16K	1.1%	+2.8%	Jul 2015	Jul 2016
TM TMUS		$15K	1.1%	+294.9%	Jul 2015	Jun 2015
LH LH		$14K	1.0%	+268.9%	Sep 2015	Aug 2015
IN INGR		$13K	0.9%	+69.1%	Aug 2014	Sep 2014
CO COF		$13K	0.9%	+233.9%	Dec 2015	Nov 2015
AE AEP		$11K	0.8%	+194.9%	Feb 2016	Jan 2016
PF PFF		$11K	0.8%	+43.1%	Aug 2014	Jul 2014
IN INCY		$10K	0.7%	+145.6%	Oct 2014	Sep 2014
VT VTR		$9K	0.6%	+134.8%	Sep 2015	Aug 2015
VX VXUS		$9K	0.6%	+126.1%	May 2014	Apr 2014
IE IEMG		$8K	0.6%	+113.0%	Oct 2014	Sep 2014
EG EGBN		$7K	0.5%	-7.7%	Jan 2016	Dec 2015
SJ SJM		$7K	0.5%	+75.1%	Aug 2014	Jul 2014
DI DIS		$7K	0.5%	+34.6%	Oct 2014	Apr 2016
PY PYPL		$6K	0.4%	+44.4%	Mar 2016	Feb 2016
VC VC		$5K	0.3%	+23.2%	Jan 2016	Dec 2015
DE DEO		$4K	0.3%	+8.7%	Aug 2014	Sep 2016
BI BIIB		$3K	0.2%	-6.0%	Feb 2016	Jun 2016
LI LILA		$3K	0.2%	-58.9%	Aug 2016	Jul 2016
SL SLB		$3K	0.2%	-21.2%	Oct 2014	Sep 2014
LB LBRDA		$2K	0.2%	-41.9%	Aug 2016	Dec 2015

Filings 33 on file · every disclosure Whitfield has made