ACM
KATE

Aviance Capital Management’s Kate Spade & Company KATE Stock Holding History

Aviance Capital Management’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
2013
Q4 		– Sell
-685
Closed -$17K – 495
2013
Q3 		$17K Buy
+685
New +$16.7K 0.01% 273

Other funds holding KATE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
SCM
Scout Capital Management New York $6.08B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aviance Capital Management's KATE Position: Q4 2013 in Review

Aviance Capital Management sold out of Kate Spade & Company (KATE) in Q4 2013, closing a stake of 685 shares — an estimated $17K sold.

Aviance Capital Management first reported a position in KATE in Q3 2013 and held it in 1 quarter. The position peaked at $17K in Q3 2013. 230 funds tracked by Wall St. Rank hold KATE as of Q4 2013.

  • Aviance Capital Management reported no remaining Kate Spade & Company position as of Q4 2013 after selling out during the quarter.
  • Aviance Capital Management sold 685 Kate Spade & Company shares in Q4 2013, an estimated $17K.
  • Aviance Capital Management first reported a position in Kate Spade & Company in Q3 2013 and held it in 1 quarter.
  • Aviance Capital Management's Kate Spade & Company position peaked at $17K in Q3 2013.
  • 230 funds tracked by Wall St. Rank held Kate Spade & Company as of Q4 2013.

Based on Aviance Capital Management's 13F filing for Q4 2013, filed 12 Feb 2014.