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

Focused 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	-41	Closed	-$2K	–	831
2019 Q1	$2K	Hold	41	–	–	﹤0.01%	640
2018 Q4	$2K	Hold	41	–	–	﹤0.01%	634
2018 Q3	$3K	Hold	41	–	–	﹤0.01%	577
2018 Q2	$3K	Hold	41	–	–	﹤0.01%	574
2018 Q1	$3K	Hold	41	–	–	﹤0.01%	611
2017 Q4	$3K	Hold	41	–	–	﹤0.01%	600
2017 Q3	$3K	Hold	41	–	–	﹤0.01%	568
2017 Q2	$3K	Hold	41	–	–	﹤0.01%	616
2017 Q1	$3K	Hold	41	–	–	﹤0.01%	601
2016 Q4	$2K	Hold	41	–	–	﹤0.01%	627
2016 Q3	$2K	Hold	41	–	–	﹤0.01%	606
2016 Q2	$2K	Sell	41 -8	-16%	-$413	﹤0.01%	608
2016 Q1	$2K	Buy	49 +8	+20%	+$356	﹤0.01%	576
2015 Q4	$2K	Hold	41	–	–	﹤0.01%	600
2015 Q3	$2K	Hold	41	–	–	﹤0.01%	610
2015 Q2	$2K	Hold	41	–	–	﹤0.01%	596
2015 Q1	$2K	Hold	41	–	–	﹤0.01%	615
2014 Q4	$2K	Buy	+41	New	+$1.45K	﹤0.01%	603

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

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

Focused Wealth Management sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 41 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in CDK in Q4 2014 and held it in 18 quarters. The position peaked at $3K in Q3 2018. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Focused Wealth Management reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Focused Wealth Management sold 41 CDK Global, Inc. shares in Q2 2019, an estimated $2K.
Focused Wealth Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 18 quarters.
Focused Wealth Management's CDK Global, Inc. position peaked at $3K in Q3 2018.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

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