E.E. Geduld’s Kate Spade & Company KATE Stock Holding History

E.E. Geduld’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
2016 Q4	–	Sell	-10,000	Closed	-$171K	–	219
2016 Q3	$171K	Buy	+10,000	New	+$194K	0.17%	99
2016 Q1	–	Sell	-10,000	Closed	-$178K	–	220
2015 Q4	$178K	Hold	10,000	–	–	0.11%	94
2015 Q3	$191K	Buy	+10,000	New	+$200K	0.18%	102
2013 Q3	–	Sell	-15,000	Closed	-$335K	–	327
2013 Q2	$335K	Buy	+15,000	New	+$320K	0.24%	110

Other funds holding KATE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

E.E. Geduld's KATE Position: Q4 2016 in Review

E.E. Geduld sold out of Kate Spade & Company (KATE) in Q4 2016, closing a stake of 10,000 shares — an estimated $171K sold.

E.E. Geduld first reported a position in KATE in Q2 2013 and held it in 4 quarters. The position peaked at $335K in Q2 2013. 246 funds tracked by Wall St. Rank hold KATE as of Q4 2016.

E.E. Geduld reported no remaining Kate Spade & Company position as of Q4 2016 after selling out during the quarter.
E.E. Geduld sold 10,000 Kate Spade & Company shares in Q4 2016, an estimated $171K.
E.E. Geduld first reported a position in Kate Spade & Company in Q2 2013 and held it in 4 quarters.
E.E. Geduld's Kate Spade & Company position peaked at $335K in Q2 2013.
246 funds tracked by Wall St. Rank held Kate Spade & Company as of Q4 2016.

Based on E.E. Geduld's 13F filing for Q4 2016, filed 8 Feb 2017.