Cypress Wealth Services’s CDK Global, Inc. CDK Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-3,395	Closed	-$200K	–	272
2019 Q1	$200K	Buy	+3,395	New	+$185K	0.06%	242
2018 Q4	–	Sell	-3,463	Closed	-$217K	–	245
2018 Q3	$217K	Sell	3,463 -3	-0.1%	-$190	0.08%	199
2018 Q2	$225K	Buy	3,466 +42	+1%	+$2.72K	0.09%	196
2018 Q1	$217K	Hold	3,424	–	–	0.09%	174
2017 Q4	$244K	Buy	+3,424	New	+$230K	0.1%	169

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 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

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

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

CCP

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

Cypress Wealth Services's CDK Position: Q2 2019 in Review

Cypress Wealth Services sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 3,395 shares — an estimated $200K sold.

Cypress Wealth Services first reported a position in CDK in Q4 2017 and held it in 5 quarters. The position peaked at $244K in Q4 2017. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Cypress Wealth Services reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Cypress Wealth Services sold 3,395 CDK Global, Inc. shares in Q2 2019, an estimated $200K.
Cypress Wealth Services first reported a position in CDK Global, Inc. in Q4 2017 and held it in 5 quarters.
Cypress Wealth Services's CDK Global, Inc. position peaked at $244K in Q4 2017.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Cypress Wealth Services's 13F filing for Q2 2019, filed 24 Jul 2019.