J. Goldman & Co’s Kate Spade & Company KATE Stock Holding History

J. Goldman & Co’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 Q1	–	Sell	-63,100	Closed	-$1.18M	–	466
2016 Q4	$1.18M	Buy	+63,100	New	+$1.03M	0.08%	211

Other funds holding KATE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

J. Goldman & Co's KATE Position: Q1 2017 in Review

J. Goldman & Co sold out of Kate Spade & Company (KATE) in Q1 2017, closing a stake of 63,100 shares — an estimated $1.18M sold.

J. Goldman & Co first reported a position in KATE in Q4 2016 and held it in 1 quarter. The position peaked at $1.18M in Q4 2016. 279 funds tracked by Wall St. Rank hold KATE as of Q1 2017.

J. Goldman & Co reported no remaining Kate Spade & Company position as of Q1 2017 after selling out during the quarter.
J. Goldman & Co sold 63,100 Kate Spade & Company shares in Q1 2017, an estimated $1.18M.
J. Goldman & Co first reported a position in Kate Spade & Company in Q4 2016 and held it in 1 quarter.
J. Goldman & Co's Kate Spade & Company position peaked at $1.18M in Q4 2016.
279 funds tracked by Wall St. Rank held Kate Spade & Company as of Q1 2017.

Based on J. Goldman & Co's 13F filing for Q1 2017, filed 15 May 2017.