DWA
CDK

Dougherty Wealth Advisers’s CDK Global, Inc. CDK Stock Holding History

Dougherty Wealth Advisers’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
-123
Closed -$7K – 255
2019
Q1 		$7K Hold
123
– – 0.02% 179
2018
Q4 		$7K Buy
+123
New +$6.49K 0.02% 189

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
Boston Partners
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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

Dougherty Wealth Advisers's CDK Position: Q2 2019 in Review

Dougherty Wealth Advisers sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 123 shares — an estimated $7K sold.

Dougherty Wealth Advisers first reported a position in CDK in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

  • Dougherty Wealth Advisers reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 123 CDK Global, Inc. shares in Q2 2019, an estimated $7K.
  • Dougherty Wealth Advisers first reported a position in CDK Global, Inc. in Q4 2018 and held it in 2 quarters.
  • Dougherty Wealth Advisers's CDK Global, Inc. position peaked at $7K in Q1 2019.
  • 550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2019, filed 7 Aug 2019.