EWM
CDK

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

Executive 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
Q3 		– Sell
-23
Closed -$1K – 880
2019
Q2 		$1K Hold
23
– – ﹤0.01% 888
2019
Q1 		$1K Sell
23
-25
-52% -$1.36K ﹤0.01% 821
2018
Q4 		$2K Buy
+48
New +$2.53K ﹤0.01% 790

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's CDK Position: Q3 2019 in Review

Executive Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2019, closing a stake of 23 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in CDK in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 507 funds tracked by Wall St. Rank hold CDK as of Q3 2019.

  • Executive Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 23 CDK Global, Inc. shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in CDK Global, Inc. in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's CDK Global, Inc. position peaked at $2K in Q4 2018.
  • 507 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.