Winch Advisory Services’s Kate Spade & Company KATE Stock Holding History

Winch Advisory Services’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	–	Sell	-375	Closed	-$9K	–	331
2017 Q1	$9K	Hold	375	–	–	0.01%	182
2016 Q4	$7K	Hold	375	–	–	﹤0.01%	173
2016 Q3	$6K	Hold	375	–	–	﹤0.01%	188
2016 Q2	$8K	Hold	375	–	–	0.01%	166
2016 Q1	$10K	Hold	375	–	–	0.02%	129
2015 Q4	$7K	Hold	375	–	–	0.01%	157
2015 Q3	$7K	Hold	375	–	–	0.01%	143
2015 Q2	$8K	Hold	375	–	–	﹤0.01%	190
2015 Q1	$13K	Buy	+375	New	+$11.9K	0.01%	135
2014 Q4	–	Sell	-475	Closed	-$12K	–	214
2014 Q3	$12K	Buy	475 +100	+27%	+$3.43K	0.01%	123
2014 Q2	$14K	Hold	375	–	–	0.01%	144
2014 Q1	$14K	Buy	+375	New	+$12.4K	0.01%	155

Other funds holding KATE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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