CPIG
CDK

Chicago Partners Investment Group’s CDK Global, Inc. CDK Stock Holding History

Chicago Partners Investment Group’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
-295
Closed -$17K – 1002
2018
Q3 		$17K Buy
+295
New +$18.7K ﹤0.01% 721
2015
Q2 		– Sell
-37
Closed -$1K – 492
2015
Q1 		$1K Sell
37
-27
-42% -$1.23K ﹤0.01% 477
2014
Q4 		$3K Buy
+64
New +$2.27K ﹤0.01% 490

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

Chicago Partners Investment Group's CDK Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 295 shares — an estimated $17K sold.

Chicago Partners Investment Group first reported a position in CDK in Q4 2014 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 295 CDK Global, Inc. shares in Q4 2018, an estimated $17K.
  • Chicago Partners Investment Group first reported a position in CDK Global, Inc. in Q4 2014 and held it in 3 quarters.
  • Chicago Partners Investment Group's CDK Global, Inc. position peaked at $17K in Q3 2018.
  • 572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.