IFP Advisors’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
-8,093
Closed -$150K 4382
2017
Q2
$150K Sell
8,093
-79
-1% -$1.46K 0.01% 1294
2017
Q1
$190K Buy
8,172
+800
+11% +$16.7K 0.01% 1145
2016
Q4
$138K Sell
7,372
-128
-2% -$2.1K 0.01% 1254
2016
Q3
$128K Buy
7,500
+128
+2% +$2.48K 0.01% 1232
2016
Q2
$152K Buy
+7,372
New +$168K 0.01% 1112
2016
Q1
Sell
-23,511
Closed -$418K 4058
2015
Q4
$418K Buy
+23,511
New +$459K 0.03% 545

IFP Advisors's KATE Position: Q3 2017 in Review

IFP Advisors sold out of Kate Spade & Company (KATE) in Q3 2017, closing a stake of 8,093 shares — an estimated $150K sold.

IFP Advisors first reported a position in KATE in Q4 2015 and held it in 6 quarters. The position peaked at $418K in Q4 2015. 0 funds tracked by Wall St. Rank hold KATE as of Q3 2017.

  • IFP Advisors reported no remaining Kate Spade & Company position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 8,093 Kate Spade & Company shares in Q3 2017, an estimated $150K.
  • IFP Advisors first reported a position in Kate Spade & Company in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's Kate Spade & Company position peaked at $418K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.