AG
KATE

Advisor Group’s Kate Spade & Company KATE Stock Holding History

Advisor Group’s Portfolio KATE Stock Details KATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,772
Closed -$125K – 5108
2017
Q2 		$125K Sell
6,772
-72
-1% -$1.33K ﹤0.01% 2127
2017
Q1 		$160K Sell
6,844
-6
-0.1% -$125 ﹤0.01% 1832
2016
Q4 		$128K Sell
6,850
-35
-0.5% -$573 ﹤0.01% 1902
2016
Q3 		$118K Buy
6,885
+329
+5% +$6.38K ﹤0.01% 1895
2016
Q2 		$134K Buy
+6,556
New +$149K ﹤0.01% 1725

Advisor Group's KATE Position: Q3 2017 in Review

Advisor Group sold out of Kate Spade & Company (KATE) in Q3 2017, closing a stake of 6,772 shares — an estimated $125K sold.

Advisor Group first reported a position in KATE in Q2 2016 and held it in 5 quarters. The position peaked at $160K in Q1 2017. 0 funds tracked by Wall St. Rank hold KATE as of Q3 2017.

  • Advisor Group reported no remaining Kate Spade & Company position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 6,772 Kate Spade & Company shares in Q3 2017, an estimated $125K.
  • Advisor Group first reported a position in Kate Spade & Company in Q2 2016 and held it in 5 quarters.
  • Advisor Group's Kate Spade & Company position peaked at $160K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.