JP Morgan Private Wealth Advisors’s Kate Spade & Company KATE Stock Holding History

JP Morgan Private Wealth Advisors’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
2014 Q3	–	Sell	-31,784	Closed	-$1.21M	–	1119
2014 Q2	$1.21M	Buy	+31,784	New	+$1.14M	0.02%	373

Other funds holding KATE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

MGM

Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KATE Position: Q3 2014 in Review

JP Morgan Private Wealth Advisors sold out of Kate Spade & Company (KATE) in Q3 2014, closing a stake of 31,784 shares — an estimated $1.21M sold.

JP Morgan Private Wealth Advisors first reported a position in KATE in Q2 2014 and held it in 1 quarter. The position peaked at $1.21M in Q2 2014. 217 funds tracked by Wall St. Rank hold KATE as of Q3 2014.

JP Morgan Private Wealth Advisors reported no remaining Kate Spade & Company position as of Q3 2014 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 31,784 Kate Spade & Company shares in Q3 2014, an estimated $1.21M.
JP Morgan Private Wealth Advisors first reported a position in Kate Spade & Company in Q2 2014 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's Kate Spade & Company position peaked at $1.21M in Q2 2014.
217 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2014, filed 6 Nov 2014.