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
Q2
Sell
-1,000
Closed -$23K 1718
2017
Q1
$23K Buy
+1,000
New +$20.9K ﹤0.01% 905
2014
Q4
Sell
-2,000
Closed -$9K 1080
2014
Q3
$9K Buy
+2,000
New +$68.5K ﹤0.01% 641

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.