SIC
KATE

Salem Investment Counselors’s Kate Spade & Company KATE Stock Holding History

Salem Investment Counselors’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
-500
Closed -$9K – 735
2016
Q4 		$9K Hold
500
– – ﹤0.01% 507
2016
Q3 		$86 Buy
+500
New +$9.69K ﹤0.01% 426

Other funds holding KATE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Salem Investment Counselors's KATE Position: Q1 2017 in Review

Salem Investment Counselors sold out of Kate Spade & Company (KATE) in Q1 2017, closing a stake of 500 shares — an estimated $9K sold.

Salem Investment Counselors first reported a position in KATE in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 279 funds tracked by Wall St. Rank hold KATE as of Q1 2017.

  • Salem Investment Counselors reported no remaining Kate Spade & Company position as of Q1 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 500 Kate Spade & Company shares in Q1 2017, an estimated $9K.
  • Salem Investment Counselors first reported a position in Kate Spade & Company in Q3 2016 and held it in 2 quarters.
  • Salem Investment Counselors's Kate Spade & Company position peaked at $9K in Q4 2016.
  • 279 funds tracked by Wall St. Rank held Kate Spade & Company as of Q1 2017.

Based on Salem Investment Counselors's 13F filing for Q1 2017, filed 16 May 2017.