CFFP
CDK

Center for Financial Planning’s CDK Global, Inc. CDK Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-301
Closed -$10K – 603
2020
Q1 		$10K Buy
+301
New +$14.4K ﹤0.01% 336

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Center for Financial Planning's CDK Position: Q2 2020 in Review

Center for Financial Planning sold out of CDK Global, Inc. (CDK) in Q2 2020, closing a stake of 301 shares — an estimated $10K sold.

Center for Financial Planning first reported a position in CDK in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 484 funds tracked by Wall St. Rank hold CDK as of Q2 2020.

  • Center for Financial Planning reported no remaining CDK Global, Inc. position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 301 CDK Global, Inc. shares in Q2 2020, an estimated $10K.
  • Center for Financial Planning first reported a position in CDK Global, Inc. in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's CDK Global, Inc. position peaked at $10K in Q1 2020.
  • 484 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.