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KATE

Navellier & Associates’s Kate Spade & Company KATE Stock Holding History

Navellier & Associates’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
Q2 		– Sell
-74,375
Closed -$2.76M – 368
2014
Q1 		$2.76M Buy
+74,375
New +$2.46M 0.13% 55

Other funds holding KATE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return

Navellier & Associates's KATE Position: Q2 2014 in Review

Navellier & Associates sold out of Kate Spade & Company (KATE) in Q2 2014, closing a stake of 74,375 shares — an estimated $2.76M sold.

Navellier & Associates first reported a position in KATE in Q1 2014 and held it in 1 quarter. The position peaked at $2.76M in Q1 2014. 236 funds tracked by Wall St. Rank hold KATE as of Q2 2014.

  • Navellier & Associates reported no remaining Kate Spade & Company position as of Q2 2014 after selling out during the quarter.
  • Navellier & Associates sold 74,375 Kate Spade & Company shares in Q2 2014, an estimated $2.76M.
  • Navellier & Associates first reported a position in Kate Spade & Company in Q1 2014 and held it in 1 quarter.
  • Navellier & Associates's Kate Spade & Company position peaked at $2.76M in Q1 2014.
  • 236 funds tracked by Wall St. Rank held Kate Spade & Company as of Q2 2014.

Based on Navellier & Associates's 13F filing for Q2 2014, filed 9 Jul 2014.