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

First Personal 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
2019 Q1	–	Sell	-148	Closed	-$7K	–	705
2018 Q4	$7K	Hold	148	–	–	﹤0.01%	530
2018 Q3	$9K	Buy	148 +70	+90%	+$4.44K	﹤0.01%	518
2018 Q2	$5K	Hold	78	–	–	﹤0.01%	587
2018 Q1	$5K	Buy	78 +1	+1%	+$70	﹤0.01%	923
2017 Q4	$5K	Buy	+77	New	+$5.17K	﹤0.01%	906
2017 Q1	–	Sell	-25	Closed	-$1K	–	951
2016 Q4	$1K	Buy	+25	New	+$1.43K	﹤0.01%	908
2016 Q3	–	Sell	-66	Closed	-$4K	–	859
2016 Q2	$4K	Buy	+66	New	+$3.41K	﹤0.01%	719
2015 Q2	–	Sell	-116	Closed	-$6K	–	546
2015 Q1	$6K	Buy	+116	New	+$5.29K	﹤0.01%	316

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

First Personal Financial Services's CDK Position: Q1 2019 in Review

First Personal Financial Services sold out of CDK Global, Inc. (CDK) in Q1 2019, closing a stake of 148 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in CDK in Q1 2015 and held it in 8 quarters. The position peaked at $9K in Q3 2018. 591 funds tracked by Wall St. Rank hold CDK as of Q1 2019.

First Personal Financial Services reported no remaining CDK Global, Inc. position as of Q1 2019 after selling out during the quarter.
First Personal Financial Services sold 148 CDK Global, Inc. shares in Q1 2019, an estimated $7K.
First Personal Financial Services first reported a position in CDK Global, Inc. in Q1 2015 and held it in 8 quarters.
First Personal Financial Services's CDK Global, Inc. position peaked at $9K in Q3 2018.
591 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2019.

Based on First Personal Financial Services's 13F filing for Q1 2019, filed 22 Apr 2019.