EFS
CDK

Essex Financial Services’s CDK Global, Inc. CDK Stock Holding History

Essex Financial 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
2017
Q2 		– Sell
-3,391
Closed -$220K – 364
2017
Q1 		$220K Sell
3,391
-666
-16% -$42.6K 0.05% 295
2016
Q4 		$242K Hold
4,057
– – 0.05% 277
2016
Q3 		$233K Sell
4,057
-133
-3% -$7.65K 0.06% 270
2016
Q2 		$233K Sell
4,190
-333
-7% -$17.2K 0.06% 266
2016
Q1 		$211K Sell
4,523
-591
-12% -$26.3K 0.05% 281
2015
Q4 		$243K Sell
5,114
-889
-15% -$43.1K 0.06% 265
2015
Q3 		$287K Hold
6,003
– – 0.07% 239
2015
Q2 		$324K Sell
6,003
-931
-13% -$47.8K 0.08% 227
2015
Q1 		$324K Sell
6,934
-899
-11% -$41K 0.08% 227
2014
Q4 		$319K Buy
+7,833
New +$277K 0.08% 226

Other funds holding CDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Essex Financial Services's CDK Position: Q2 2017 in Review

Essex Financial Services sold out of CDK Global, Inc. (CDK) in Q2 2017, closing a stake of 3,391 shares — an estimated $220K sold.

Essex Financial Services first reported a position in CDK in Q4 2014 and held it in 10 quarters. The position peaked at $324K in Q2 2015. 571 funds tracked by Wall St. Rank hold CDK as of Q2 2017.

  • Essex Financial Services reported no remaining CDK Global, Inc. position as of Q2 2017 after selling out during the quarter.
  • Essex Financial Services sold 3,391 CDK Global, Inc. shares in Q2 2017, an estimated $220K.
  • Essex Financial Services first reported a position in CDK Global, Inc. in Q4 2014 and held it in 10 quarters.
  • Essex Financial Services's CDK Global, Inc. position peaked at $324K in Q2 2015.
  • 571 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2017.

Based on Essex Financial Services's 13F filing for Q2 2017, filed 7 Aug 2017.