CPA
CDK

Clear Perspective Advisors’s CDK Global, Inc. CDK Stock Holding History

Clear Perspective 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
2018
Q1 		– Sell
-50
Closed -$4K – 526
2017
Q4 		$4K Buy
+50
New +$3.36K ﹤0.01% 404

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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Clear Perspective Advisors's CDK Position: Q1 2018 in Review

Clear Perspective Advisors sold out of CDK Global, Inc. (CDK) in Q1 2018, closing a stake of 50 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in CDK in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 603 funds tracked by Wall St. Rank hold CDK as of Q1 2018.

  • Clear Perspective Advisors reported no remaining CDK Global, Inc. position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 50 CDK Global, Inc. shares in Q1 2018, an estimated $4K.
  • Clear Perspective Advisors first reported a position in CDK Global, Inc. in Q4 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's CDK Global, Inc. position peaked at $4K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.