HOUSE · KY-1 · 1995–2016
Ed Whitfield portfolio
Ed Whitfield represented KY in the House until 2016. Trades below come from filings made while in office. Ed Whitfield has disclosed 155 trades (107 purchases, 48 sales); the latest was on Sep 2, 2016. Over the past year the disclosed stock holdings returned +6.7%, against +11.8% for the S&P 500.
RRepublicanParty
Former member of HouseRepresents KY
$2.3MEst. portfolio value
10 years agoLast trade
+6.7%1Y return, from filings
1M return-4.5%S&P 500 -0.3% · 34 positionsOn their trade dates: -4.4%
3M return-5.9%S&P 500 +1.7% · 34 positionsOn their trade dates: -5.7%
YTD return+8.0%S&P 500 +11.4% · 34 positionsOn their trade dates: +7.8%
1Y return+6.7%S&P 500 +11.8% · 34 positionsOn their trade dates: +6.4%
3Y return+108.5%S&P 500 +81.7% · 34 positionsOn their trade dates: +107.9%
Est. value $2.1M across 46 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| AVGOsP avago Technologies limited - Ordinary shares | $365K | May 19, 2016Purchase | $2K–30K2 purchases | $14.38 | +2299.10% | $328.08 | 2 |
| AMZNsP amazon.com, Inc. | $267K | Feb 8, 2016Purchase | $4K–60K4 purchases | $28.74 | +757.87% | $239.45 | 4 |
| MUsP Micron Technology, Inc. | $202K | Dec 30, 2014Purchase | $1K–15K1 purchase | $35.40 | +2558.43% | $895.10 | 1 |
| COSTFiling ID #20004444 sP Costco Wholesale Corporatio n | $163K | May 6, 2016Purchase | $3K–45K3 purchases | $148.42 | +568.86% | $1,009.16 | 3 |
| GOOGLP sP alphabet Inc. - Cl ass a | $126K | Feb 8, 2016Purchase | $2K–30K2 purchases | $35.84 | +668.32% | $281.27 | 2 |
| MSFTsP Microsoft Corporation | $82K | Jan 15, 2016Purchase | $1K–15K1 purchase | $50.99 | +885.91% | $522.53 | 1 |
| GEgeneral Electric Company | $72K | May 5, 2016Purchase | $4K–60K4 purchases | $136.52 | +128.07% | $305.81 | 4 |
| NOWsP serviceNow, Inc. | $63K | May 6, 2016Purchase | $1K–15K1 purchase | $13.46 | +631.02% | $106.70 | 1 |
| GOOGsP alphabet Inc. - Cl ass C Capital stock | $60K | Dec 3, 2015Purchase | $1K–15K1 purchase | $37.63 | +706.11% | $279.90 | 1 |
| WFCsP Wells Fargo & Company | $51K | Jan 15, 2016Purchase | $4K–60K4 purchases | $52.40 | +56.52% | $83.77 | 4 |
| NXPIsP NXP semiconductors N.V. | $50K | May 12, 2016Purchase | $2K–30K2 purchases | $84.23 | +199.00% | $261.24 | 2 |
| VsP Visa Inc. | $45K | Mar 22, 2016Purchase | $1K–15K1 purchase | $72.96 | +432.25% | $414.20 | 1 |
| VUGVanguard growth ETF - DNQ | $45K | Apr 8, 2014Purchase | $1K–15K1 purchase | $15.35 | +446.04% | $85.71 | 1 |
| GILDsP gilead sciences, Inc. | $36K | Sep 22, 2015Purchase | $3K–45K3 purchases | $113.32 | +58.24% | $171.17 | 3 |
| TMUSsP T-Mobile us, Inc. | $32K | Jun 4, 2015Purchase | $1K–15K1 purchase | $39.34 | +297.73% | $156.15 | 1 |
| KRsP Kroger Company | $30K | Sep 22, 2015Purchase | $2K–30K2 purchases | $35.79 | +79.59% | $66.19 | 2 |
| LHsP laboratory Corporation of amer icaHoldings | $27K | Aug 4, 2015Purchase | $1K–15K1 purchase | $109.12 | +251.47% | $362.16 | 1 |
| AIRMP sP air Methods Corporation | $24K | May 4, 2016Purchase | $3K–45K3 purchases | $0.40 | — | — | 3 |
| IPsP International Paper Company | $23K | Jan 28, 2016Purchase | $3K–45K3 purchases | $37.88 | -7.49% | $36.20 | 3 |
| SJMsP J.M. smucker Company | $21K | Jul 31, 2014Purchase | $2K–30K2 purchases | $99.64 | +26.24% | $130.41 | 2 |
| INGRsP Ingredion Incorporated | $21K | Sep 25, 2014Purchase | $2K–30K2 purchases | $74.69 | +27.04% | $96.43 | 2 |
| INCYsP Incyte Corporation | $20K | Sep 22, 2014Purchase | $1K–15K1 purchase | $47.41 | +152.75% | $121.35 | 1 |
| COFCapital one Financial Corporation | $20K | Nov 9, 2015Purchase | $1K–15K1 purchase | $80.45 | +168.74% | $205.21 | 1 |
| AEPsP american Electric Power Company, Inc. | $18K | Jan 20, 2016Purchase | $1K–15K1 purchase | $57.92 | +111.15% | $130.91 | 1 |
| DEAP sP Easterly government Properties, Inc. | $17K | Jul 12, 2016Purchase | $4K–60K4 purchases | $42.12 | -47.43% | $22.53 | 4 |
| MSGsP The Madison square gard en Company -Class a | $16K | Feb 8, 2016Purchase | $2K–30K2 purchases | No data | — | — | 6 |
| UTXsP united Technologi es Corporation | $16K | Jan 7, 2016Purchase | $2K–30K2 purchases | $99.58 | — | — | 2 |
| CBIP sP Chicago Bridge & Iron Company N.V. | $16K | Sep 25, 2014Purchase | $2K–30K2 purchases | $68.21 | — | — | 2 |
| PYPLsP PayPal Holdings, Inc. | $14K | Feb 9, 2016Purchase | $1K–15K1 purchase | $32.70 | +48.01% | $56.97 | 1 |
| VXUSVanguard Total International stock ETF | $13K | Apr 8, 2014Purchase | $1K–15K1 purchase | $52.35 | +54.34% | $82.57 | 1 |
| IEMGDelaware statutory Trust in student lo fts at st. louis university. sold by Inland Realty.sP ishares Core MsCI Emerging MarketsETF | $12K | Sep 25, 2014Purchase | $1K–15K1 purchase | $50.81 | +47.55% | $74.72 | 1 |
| PFFsP ishares us Preferred stock ETF | $12K | Jul 30, 2014Purchase | $2K–30K2 purchases | $39.85 | -27.91% | $28.65 | 2 |
| EGBNsP Eagle Bancorp, Inc. | $10K | Dec 11, 2015Purchase | $2K–30K2 purchases | $51.11 | -27.30% | $33.34 | 2 |
| VTRsP Ventas, Inc. | $9K | Aug 4, 2015Purchase | $1K–15K1 purchase | $76.24 | +58.63% | $85.38 | 1 |
| WBAsP Walgreens Boots alli ance, Inc. | $8K | May 19, 2016Purchase | $1K–15K1 purchase | $76.21 | — | — | 4 |
| AGNsP allergan plc Ordinary shares | $8K | May 6, 2016Purchase | $1K–15K1 purchase | $201.65 | — | — | 1 |
| AMRIP sP albany Molecular Research, Inc. | $8K | Aug 4, 2015Purchase | $1K–15K1 purchase | $22.01 | — | — | 1 |
| APUP sP amerigas Partners, l.P. | $8K | Jul 29, 2015Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| PCPsP Precision Castparts Corporat ion | $8K | Jun 22, 2015Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| CYTCytec Industries Inc. | $8K | Apr 27, 2015Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| DISCKP sP Discovery Communicatio ns, Inc. - seriesC | $8K | Oct 1, 2014Purchase | $1K–15K1 purchase | $36.02 | — | — | 1 |
| LOsP lorillard, Inc | $8K | May 22, 2014Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| VODPDsP Vodafone group Plc Ordinary shares | $8K | Apr 7, 2014Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| VCsP Visteon Corporation | $5K | Dec 11, 2015Purchase | $1K–15K1 purchase | $116.42 | -28.82% | $72.00 | 1 |
| SLBsP schlumberger N.V. | $4K | Sep 22, 2014Purchase | $1K–15K1 purchase | $101.72 | -45.46% | $53.69 | 1 |
| LILAsP liberty global plc - Class a Ord inaryshares | $3K | Jul 1, 2016Purchase | $1K–15K1 purchase | $21.19 | -54.28% | $8.48 | 3 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.