JGC
KATE

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
-410,000
Closed -$7.66M – 465
2016
Q4 		$7.66M Buy
+410,000
New +$6.72M 0.51% 59
2014
Q4 		– Sell
-105,000
Closed -$2.75M – 325
2014
Q3 		$2.75M Buy
+105,000
New +$3.6M 0.17% 153

Other funds holding KATE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Nomura Holdings
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.