Proficio Capital Partners’s Carter's CRI Stock Holding History

Proficio Capital Partners’s Portfolio CRI Stock Details CRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-156	Closed	-$15K	–	450
2019 Q2	$15K	Buy	156 +95	+156%	+$9.25K	0.01%	795
2019 Q1	$6K	Buy	+61	New	+$5.44K	﹤0.01%	1044
2018 Q4	–	Sell	-92	Closed	-$9K	–	1188
2018 Q3	$9K	Hold	92	–	–	﹤0.01%	828
2018 Q2	$10K	Hold	92	–	–	﹤0.01%	819
2018 Q1	$10K	Hold	92	–	–	﹤0.01%	808
2017 Q4	$11K	Hold	92	–	–	﹤0.01%	768
2017 Q3	$9K	Hold	92	–	–	﹤0.01%	812
2017 Q2	$8K	Sell	92 -243	-73%	-$21.4K	﹤0.01%	850
2017 Q1	$27K	Buy	335 +182	+119%	+$15.7K	0.01%	531
2016 Q4	$13K	Buy	+153	New	+$13.7K	0.01%	535
2016 Q3	–	Sell	-12	Closed	-$1K	–	1099
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	888
2016 Q1	$1K	Buy	+12	New	+$1.15K	﹤0.01%	850

Other funds holding CRI

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return