Clarus Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Clarus Wealth Advisors’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 Q3	–	Sell	-742	Closed	-$37K	–	593
2019 Q2	$37K	Buy	742 +2	+0.3%	+$107	0.03%	306
2019 Q1	$44K	Buy	740 +1	+0.1%	+$55	0.03%	317
2018 Q4	$35K	Buy	739 +2	+0.3%	+$106	0.06%	319
2018 Q3	$46K	Sell	737 -1	-0.1%	-$63	0.03%	311
2018 Q2	$47K	Buy	+738	New	+$47.7K	0.04%	298

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TSW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's CDK Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2019, closing a stake of 742 shares — an estimated $37K sold.

Clarus Wealth Advisors first reported a position in CDK in Q2 2018 and held it in 5 quarters. The position peaked at $47K in Q2 2018. 507 funds tracked by Wall St. Rank hold CDK as of Q3 2019.

Clarus Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 742 CDK Global, Inc. shares in Q3 2019, an estimated $37K.
Clarus Wealth Advisors first reported a position in CDK Global, Inc. in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's CDK Global, Inc. position peaked at $47K in Q2 2018.
507 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.