AWS
CDK

Aris Wealth Services’s CDK Global, Inc. CDK Stock Holding History

Aris Wealth Services’s Portfolio CDK Stock Details CDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$7K Sell
149
-117
-44% -$5.94K 0.01% 262
2015
Q2 		$14K Sell
266
-24
-8% -$1.23K 0.01% 344
2015
Q1 		$14K Buy
+290
New +$13.2K 0.01% 339

Other funds holding CDK

SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Aris Wealth Services's CDK Position: Q3 2015 in Review

Aris Wealth Services reduced its CDK Global, Inc. (CDK) stake by 44% in Q3 2015, selling an estimated $5.94K and leaving 149 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #262.

Aris Wealth Services first reported a position in CDK in Q1 2015 and has held it in 3 quarters since. The position peaked at $14K in Q2 2015. 513 funds tracked by Wall St. Rank hold CDK as of Q3 2015.

  • Aris Wealth Services held 149 shares of CDK Global, Inc. worth $7K as of Q3 2015.
  • Aris Wealth Services sold 117 CDK Global, Inc. shares in Q3 2015, an estimated $5.94K.
  • CDK Global, Inc. made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #262 holding.
  • Aris Wealth Services first reported a position in CDK Global, Inc. in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's CDK Global, Inc. position peaked at $14K in Q2 2015.
  • 513 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.