UMB Bank’s Kate Spade & Company KATE Stock Holding History

UMB Bank’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
2013 Q4	–	Sell	-11,025	Closed	-$277	–	309
2013 Q3	$277	Buy	+11,025	New	+$269K	0.02%	249

Other funds holding KATE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

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

SCM

Scout Capital Management New York $6.08B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UMB Bank's KATE Position: Q4 2013 in Review

UMB Bank sold out of Kate Spade & Company (KATE) in Q4 2013, closing a stake of 11,025 shares — an estimated $277 sold.

UMB Bank first reported a position in KATE in Q3 2013 and held it in 1 quarter. The position peaked at $277 in Q3 2013. 230 funds tracked by Wall St. Rank hold KATE as of Q4 2013.

UMB Bank reported no remaining Kate Spade & Company position as of Q4 2013 after selling out during the quarter.
UMB Bank sold 11,025 Kate Spade & Company shares in Q4 2013, an estimated $277.
UMB Bank first reported a position in Kate Spade & Company in Q3 2013 and held it in 1 quarter.
UMB Bank's Kate Spade & Company position peaked at $277 in Q3 2013.
230 funds tracked by Wall St. Rank held Kate Spade & Company as of Q4 2013.

Based on UMB Bank's 13F filing for Q4 2013, filed 5 Feb 2014.