WA
KATE

WFG Advisors’s Kate Spade & Company KATE Stock Holding History

WFG 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
2017
Q2 		$1K Hold
40
– – ﹤0.01% 1538
2017
Q1 		$1K Hold
40
– – ﹤0.01% 1467
2016
Q4 		$1K Hold
40
– – ﹤0.01% 1535
2016
Q3 		$1K Hold
40
– – ﹤0.01% 1545
2016
Q2 		$1K Hold
40
– – ﹤0.01% 1536
2016
Q1 		$1K Hold
40
– – ﹤0.01% 1500
2015
Q4 		$1K Sell
40
-30
-43% -$586 ﹤0.01% 1537
2015
Q3 		$1K Hold
70
– – ﹤0.01% 1568
2015
Q2 		$2K Hold
70
– – ﹤0.01% 1524
2015
Q1 		$2K Hold
70
– – ﹤0.01% 1589
2014
Q4 		$2K Buy
70
+30
+75% +$856 ﹤0.01% 1904
2014
Q3 		$1K Hold
40
– – ﹤0.01% 2052
2014
Q2 		$2K Hold
40
– – ﹤0.01% 1859
2014
Q1 		$1K Hold
40
– – ﹤0.01% 1943
2013
Q4 		$1K Buy
+40
New +$1.18K ﹤0.01% 2180

Other funds holding KATE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's KATE Position: Q2 2017 in Review

WFG Advisors held its Kate Spade & Company (KATE) position steady in Q2 2017 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

WFG Advisors first reported a position in KATE in Q4 2013 and has held it in 15 quarters since. The position peaked at $2K in Q2 2015. 211 funds tracked by Wall St. Rank hold KATE as of Q2 2017.

  • WFG Advisors held 40 shares of Kate Spade & Company worth $1K as of Q2 2017.
  • WFG Advisors left its Kate Spade & Company share count unchanged in Q2 2017.
  • Kate Spade & Company made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1538 holding.
  • WFG Advisors first reported a position in Kate Spade & Company in Q4 2013 and has held it in 15 quarters since.
  • WFG Advisors's Kate Spade & Company position peaked at $2K in Q2 2015.
  • 211 funds tracked by Wall St. Rank held Kate Spade & Company as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.