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

Catamount 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
2019 Q1	$8K	Hold	133	–	–	﹤0.01%	145
2018 Q4	$7K	Hold	133	–	–	﹤0.01%	147
2018 Q3	$8K	Hold	133	–	–	﹤0.01%	155
2018 Q2	$9K	Hold	133	–	–	﹤0.01%	147
2018 Q1	$8K	Hold	133	–	–	﹤0.01%	141
2017 Q4	$9K	Hold	133	–	–	0.01%	140
2017 Q3	$8K	Hold	133	–	–	﹤0.01%	142
2017 Q2	$8K	Hold	133	–	–	﹤0.01%	137
2017 Q1	$9K	Hold	133	–	–	0.01%	137
2016 Q4	$8K	Hold	133	–	–	0.01%	124
2016 Q3	$7K	Hold	133	–	–	0.01%	122
2016 Q2	$7K	Buy	+133	New	+$6.87K	0.01%	109

Other funds holding CDK

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catamount Wealth Management's CDK Position: Q1 2019 in Review

Catamount Wealth Management held its CDK Global, Inc. (CDK) position steady in Q1 2019 at 133 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Catamount Wealth Management first reported a position in CDK in Q2 2016 and has held it in 12 quarters since. The position peaked at $9K in Q2 2018. 591 funds tracked by Wall St. Rank hold CDK as of Q1 2019.

Catamount Wealth Management held 133 shares of CDK Global, Inc. worth $8K as of Q1 2019.
Catamount Wealth Management left its CDK Global, Inc. share count unchanged in Q1 2019.
CDK Global, Inc. made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #145 holding.
Catamount Wealth Management first reported a position in CDK Global, Inc. in Q2 2016 and has held it in 12 quarters since.
Catamount Wealth Management's CDK Global, Inc. position peaked at $9K in Q2 2018.
591 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.