AWP
CDK

Ascent Wealth Partners’s CDK Global, Inc. CDK Stock Holding History

Ascent Wealth Partners’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
Q1 		– Sell
-11,832
Closed -$483K – 119
2014
Q4 		$483K Buy
+11,832
New +$419K 0.28% 74

Other funds holding CDK

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Ascent Wealth Partners's CDK Position: Q1 2015 in Review

Ascent Wealth Partners sold out of CDK Global, Inc. (CDK) in Q1 2015, closing a stake of 11,832 shares — an estimated $483K sold.

Ascent Wealth Partners first reported a position in CDK in Q4 2014 and held it in 1 quarter. The position peaked at $483K in Q4 2014. 525 funds tracked by Wall St. Rank hold CDK as of Q1 2015.

  • Ascent Wealth Partners reported no remaining CDK Global, Inc. position as of Q1 2015 after selling out during the quarter.
  • Ascent Wealth Partners sold 11,832 CDK Global, Inc. shares in Q1 2015, an estimated $483K.
  • Ascent Wealth Partners first reported a position in CDK Global, Inc. in Q4 2014 and held it in 1 quarter.
  • Ascent Wealth Partners's CDK Global, Inc. position peaked at $483K in Q4 2014.
  • 525 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2015.

Based on Ascent Wealth Partners's 13F filing for Q1 2015, filed 21 Aug 2019.