APP
CDK

Avantax Planning Partners’s CDK Global, Inc. CDK Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-784
Closed -$49K – 1310
2018
Q3 		$49K Buy
+784
New +$49.7K ﹤0.01% 494
2018
Q2 		– Sell
-954
Closed -$60K – 1636
2018
Q1 		$60K Buy
+954
New +$66.8K 0.01% 498

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's CDK Position: Q4 2018 in Review

Avantax Planning Partners sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 784 shares — an estimated $49K sold.

Avantax Planning Partners first reported a position in CDK in Q1 2018 and held it in 2 quarters. The position peaked at $60K in Q1 2018. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

  • Avantax Planning Partners reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 784 CDK Global, Inc. shares in Q4 2018, an estimated $49K.
  • Avantax Planning Partners first reported a position in CDK Global, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CDK Global, Inc. position peaked at $60K in Q1 2018.
  • 572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.