Nisa Investment Advisors
KATE

Nisa Investment Advisors’s Kate Spade & Company KATE Stock Holding History

Nisa Investment 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
Q4 		– Sell
-9,400
Closed -$247K – 1324
2014
Q3 		$247K Hold
9,400
– – ﹤0.01% 1197
2014
Q2 		$359K Hold
9,400
– – 0.01% 1132
2014
Q1 		$349K Buy
+9,400
New +$311K 0.01% 1144

Other funds holding KATE

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Nisa Investment Advisors's KATE Position: Q4 2014 in Review

Nisa Investment Advisors sold out of Kate Spade & Company (KATE) in Q4 2014, closing a stake of 9,400 shares — an estimated $247K sold.

Nisa Investment Advisors first reported a position in KATE in Q1 2014 and held it in 3 quarters. The position peaked at $359K in Q2 2014. 233 funds tracked by Wall St. Rank hold KATE as of Q4 2014.

  • Nisa Investment Advisors reported no remaining Kate Spade & Company position as of Q4 2014 after selling out during the quarter.
  • Nisa Investment Advisors sold 9,400 Kate Spade & Company shares in Q4 2014, an estimated $247K.
  • Nisa Investment Advisors first reported a position in Kate Spade & Company in Q1 2014 and held it in 3 quarters.
  • Nisa Investment Advisors's Kate Spade & Company position peaked at $359K in Q2 2014.
  • 233 funds tracked by Wall St. Rank held Kate Spade & Company as of Q4 2014.

Based on Nisa Investment Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.