PMFA
KATE

Plante Moran Financial Advisors’s Kate Spade & Company KATE Stock Holding History

Plante Moran Financial 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
2016
Q3 		– Sell
-166
Closed -$3K – 1029
2016
Q2 		$3K Buy
+166
New +$3.79K ﹤0.01% 771
2015
Q4 		– Sell
-20
Closed – – 1026
2015
Q3 		$0 Buy
+20
New +$399 ﹤0.01% 780
2015
Q1 		– Sell
-400
Closed -$13K – 835
2014
Q4 		$13K Buy
400
+200
+100% +$5.71K 0.01% 491
2014
Q3 		$5K Buy
+200
New +$6.85K ﹤0.01% 688

Other funds holding KATE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return