Destination Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Destination Wealth Management’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	-136	Closed	-$8K	–	786
2019 Q1	$8K	Buy	136 +3	+2%	+$164	﹤0.01%	512
2018 Q4	$6K	Hold	133	–	–	﹤0.01%	442
2018 Q3	$8K	Buy	+133	New	+$8.43K	﹤0.01%	481

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

Destination Wealth Management's CDK Position: Q2 2019 in Review

Destination Wealth Management sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 136 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in CDK in Q3 2018 and held it in 3 quarters. The position peaked at $8K in Q1 2019. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Destination Wealth Management reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 136 CDK Global, Inc. shares in Q2 2019, an estimated $8K.
Destination Wealth Management first reported a position in CDK Global, Inc. in Q3 2018 and held it in 3 quarters.
Destination Wealth Management's CDK Global, Inc. position peaked at $8K in Q1 2019.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.