BRWM
CDK

B. Riley Wealth Management’s CDK Global, Inc. CDK Stock Holding History

B. Riley Wealth Management’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 		– Sell
-69
Closed -$3K – 828
2015
Q2 		$3K Hold
69
– – ﹤0.01% 941
2015
Q1 		$3K Sell
69
-47
-41% -$2.14K ﹤0.01% 941
2014
Q4 		$4K Buy
+116
New +$4.11K ﹤0.01% 888

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

B. Riley Wealth Management's CDK Position: Q3 2015 in Review

B. Riley Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2015, closing a stake of 69 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in CDK in Q4 2014 and held it in 3 quarters. The position peaked at $4K in Q4 2014. 513 funds tracked by Wall St. Rank hold CDK as of Q3 2015.

  • B. Riley Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 69 CDK Global, Inc. shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's CDK Global, Inc. position peaked at $4K in Q4 2014.
  • 513 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.