EFSCE
KATE

Enterprise Financial Services Corp (EFSC)’s Kate Spade & Company KATE Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2015
Q3 		– Sell
-81
Closed -$2K – 1185
2015
Q2 		$2K Hold
81
– – ﹤0.01% 962
2015
Q1 		$3K Hold
81
– – ﹤0.01% 957
2014
Q4 		$3K Buy
+81
New +$2.31K ﹤0.01% 971

Other funds holding KATE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Enterprise Financial Services Corp (EFSC)'s KATE Position: Q3 2015 in Review

Enterprise Financial Services Corp (EFSC) sold out of Kate Spade & Company (KATE) in Q3 2015, closing a stake of 81 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in KATE in Q4 2014 and held it in 3 quarters. The position peaked at $3K in Q1 2015. 203 funds tracked by Wall St. Rank hold KATE as of Q3 2015.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Kate Spade & Company position as of Q3 2015 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 81 Kate Spade & Company shares in Q3 2015, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Kate Spade & Company in Q4 2014 and held it in 3 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Kate Spade & Company position peaked at $3K in Q1 2015.
  • 203 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2015.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2015, filed 29 Oct 2015.