Ironwood Investment Management’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
-46,179
Closed -$854K 168
2017
Q2
$854K Sell
46,179
-2,628
-5% -$48.4K 0.62% 58
2017
Q1
$1.13M Sell
48,807
-1,267
-3% -$26.5K 0.85% 36
2016
Q4
$935K Buy
50,074
+11,358
+29% +$186K 0.68% 52
2016
Q3
$663K Buy
38,716
+7,421
+24% +$144K 0.51% 79
2016
Q2
$645K Sell
31,295
-9,630
-24% -$220K 0.48% 83
2016
Q1
$1.04M Buy
+40,925
New +$804K 0.68% 61

Ironwood Investment Management's KATE Position: Q3 2017 in Review

Ironwood Investment Management sold out of Kate Spade & Company (KATE) in Q3 2017, closing a stake of 46,179 shares — an estimated $854K sold.

Ironwood Investment Management first reported a position in KATE in Q1 2016 and held it in 6 quarters. The position peaked at $1.13M in Q1 2017. 0 funds tracked by Wall St. Rank hold KATE as of Q3 2017.

  • Ironwood Investment Management reported no remaining Kate Spade & Company position as of Q3 2017 after selling out during the quarter.
  • Ironwood Investment Management sold 46,179 Kate Spade & Company shares in Q3 2017, an estimated $854K.
  • Ironwood Investment Management first reported a position in Kate Spade & Company in Q1 2016 and held it in 6 quarters.
  • Ironwood Investment Management's Kate Spade & Company position peaked at $1.13M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2017.

Based on Ironwood Investment Management's 13F filing for Q3 2017, filed 1 Nov 2017.