Howe & Rusling’s Kate Spade & Company KATE Stock Holding History

Howe & Rusling’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
2017 Q3	–	Sell	-189	Closed	-$3K	–	1014
2017 Q2	$3K	Hold	189	–	–	﹤0.01%	786
2017 Q1	$4K	Sell	189 -26	-12%	-$544	﹤0.01%	733
2016 Q4	$4K	Buy	215 +80	+59%	+$1.31K	﹤0.01%	759
2016 Q3	$2K	Sell	135 -65	-33%	-$1.26K	﹤0.01%	925
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	720
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	693
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	709
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	710
2015 Q2	$4K	Buy	+200	New	+$5.79K	﹤0.01%	740

Howe & Rusling's KATE Position: Q3 2017 in Review

Howe & Rusling sold out of Kate Spade & Company (KATE) in Q3 2017, closing a stake of 189 shares — an estimated $3K sold.

Howe & Rusling first reported a position in KATE in Q2 2015 and held it in 9 quarters. The position peaked at $5K in Q1 2016. 0 funds tracked by Wall St. Rank hold KATE as of Q3 2017.

Howe & Rusling reported no remaining Kate Spade & Company position as of Q3 2017 after selling out during the quarter.
Howe & Rusling sold 189 Kate Spade & Company shares in Q3 2017, an estimated $3K.
Howe & Rusling first reported a position in Kate Spade & Company in Q2 2015 and held it in 9 quarters.
Howe & Rusling's Kate Spade & Company position peaked at $5K in Q1 2016.
0 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.