TWA
KATE

TCI Wealth Advisors’s Kate Spade & Company KATE Stock Holding History

TCI 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
2016
Q3 		– Sell
-21
Closed – – 1443
2016
Q2 		$0 Hold
21
– – ﹤0.01% 1444
2016
Q1 		$1K Buy
+21
New +$413 ﹤0.01% 1255

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 $871B AUM 31.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B 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

TCI Wealth Advisors's KATE Position: Q3 2016 in Review

TCI Wealth Advisors sold out of Kate Spade & Company (KATE) in Q3 2016, closing a stake of 21 shares.

TCI Wealth Advisors first reported a position in KATE in Q1 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2016. 236 funds tracked by Wall St. Rank hold KATE as of Q3 2016.

  • TCI Wealth Advisors reported no remaining Kate Spade & Company position as of Q3 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 21 Kate Spade & Company shares in Q3 2016.
  • TCI Wealth Advisors first reported a position in Kate Spade & Company in Q1 2016 and held it in 2 quarters.
  • TCI Wealth Advisors's Kate Spade & Company position peaked at $1K in Q1 2016.
  • 236 funds tracked by Wall St. Rank held Kate Spade & Company as of Q3 2016.

Based on TCI Wealth Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.