AWMS
KATE

Advocacy Wealth Management Services’s Kate Spade & Company KATE Stock Holding History

Advocacy Wealth Management Services’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
-100
Closed -$2K – 294
2017
Q2 		$2K Hold
100
– – ﹤0.01% 270
2017
Q1 		$2K Buy
+100
New +$2.09K ﹤0.01% 294

Advocacy Wealth Management Services's KATE Position: Q3 2017 in Review

Advocacy Wealth Management Services sold out of Kate Spade & Company (KATE) in Q3 2017, closing a stake of 100 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in KATE in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 0 funds tracked by Wall St. Rank hold KATE as of Q3 2017.

  • Advocacy Wealth Management Services reported no remaining Kate Spade & Company position as of Q3 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 Kate Spade & Company shares in Q3 2017, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Kate Spade & Company in Q1 2017 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Kate Spade & Company position peaked at $2K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2017, filed 13 Oct 2017.