Financial Architects (New Jersey)’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,870
| Closed | -$35K | – | 1683 |
|
|
2017
Q2 | $35K | Buy |
1,870
+870
| +87% | +$16K | 0.01% | 797 |
|
|
2017
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 904 |
|
|
2016
Q4 | $19K | Buy |
1,000
+500
| +100% | +$8.19K | ﹤0.01% | 861 |
|
|
2016
Q3 | $9K | Sell |
500
-3,900
| -89% | -$75.6K | ﹤0.01% | 1041 |
|
|
2016
Q2 | $91K | Hold |
4,400
| – | – | 0.03% | 392 |
|
|
2016
Q1 | $112K | Buy |
+4,400
| New | +$86.5K | 0.04% | 258 |
|
|
2015
Q3 | – | Sell |
-2,875
| Closed | -$62K | – | 1121 |
|
|
2015
Q2 | $62K | Buy |
2,875
+1,750
| +156% | +$50.6K | 0.02% | 400 |
|
|
2015
Q1 | $38K | Sell |
1,125
-25
| -2% | -$791 | 0.01% | 447 |
|
|
2014
Q4 | $37K | Sell |
1,150
-100
| -8% | -$2.85K | 0.02% | 404 |
|
|
2014
Q3 | $33K | Sell |
1,250
-250
| -17% | -$8.56K | 0.02% | 378 |
|
|
2014
Q2 | $57K | Buy |
+1,500
| New | +$53.7K | 0.03% | 307 |
|
|
2013
Q4 | – | Sell |
-1,750
| Closed | -$45K | – | 661 |
|
|
2013
Q3 | $45K | Buy |
1,750
+1,050
| +150% | +$25.6K | 0.03% | 259 |
|
|
2013
Q2 | $16K | Buy |
+700
| New | +$14.9K | 0.01% | 408 |
|
Financial Architects (New Jersey)'s KATE Position: Q3 2017 in Review
Financial Architects (New Jersey) sold out of Kate Spade & Company (KATE) in Q3 2017, closing a stake of 1,870 shares — an estimated $35K sold.
Financial Architects (New Jersey) first reported a position in KATE in Q2 2013 and held it in 13 quarters. The position peaked at $112K in Q1 2016. 0 funds tracked by Wall St. Rank hold KATE as of Q3 2017.
- Financial Architects (New Jersey) reported no remaining Kate Spade & Company position as of Q3 2017 after selling out during the quarter.
- Financial Architects (New Jersey) sold 1,870 Kate Spade & Company shares in Q3 2017, an estimated $35K.
- Financial Architects (New Jersey) first reported a position in Kate Spade & Company in Q2 2013 and held it in 13 quarters.
- Financial Architects (New Jersey)'s Kate Spade & Company position peaked at $112K in Q1 2016.
- 0 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2017.
Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.