ICRM
KATE

Insight Capital Research & Management’s Kate Spade & Company KATE Stock Holding History

Insight Capital Research & Management’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
2013
Q4 		– Sell
-8,987
Closed -$238K – 180
2013
Q3 		$238K Sell
8,987
-217,655
-96% -$5.3M 0.06% 148
2013
Q2 		$5.06M Buy
+226,642
New +$4.83M 1.31% 17

Other funds holding KATE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
SCM
Scout Capital Management New York $6.08B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Insight Capital Research & Management's KATE Position: Q4 2013 in Review

Insight Capital Research & Management sold out of Kate Spade & Company (KATE) in Q4 2013, closing a stake of 8,987 shares — an estimated $238K sold.

Insight Capital Research & Management first reported a position in KATE in Q2 2013 and held it in 2 quarters. The position peaked at $5.06M in Q2 2013. 230 funds tracked by Wall St. Rank hold KATE as of Q4 2013.

  • Insight Capital Research & Management reported no remaining Kate Spade & Company position as of Q4 2013 after selling out during the quarter.
  • Insight Capital Research & Management sold 8,987 Kate Spade & Company shares in Q4 2013, an estimated $238K.
  • Insight Capital Research & Management first reported a position in Kate Spade & Company in Q2 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's Kate Spade & Company position peaked at $5.06M in Q2 2013.
  • 230 funds tracked by Wall St. Rank held Kate Spade & Company as of Q4 2013.

Based on Insight Capital Research & Management's 13F filing for Q4 2013, filed 12 Feb 2014.