Gideon Capital Advisors’s CDK Global, Inc. CDK Stock Holding History

Gideon Capital Advisors’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
2018 Q1	–	Sell	-5,303	Closed	-$378K	–	493
2017 Q4	$378K	Buy	+5,303	New	+$356K	0.33%	95
2017 Q2	–	Sell	-15,136	Closed	-$984K	–	437
2017 Q1	$984K	Buy	15,136 +11,682	+338%	+$748K	0.59%	18
2016 Q4	$207K	Buy	+3,454	New	+$198K	0.13%	368
2016 Q2	–	Sell	-5,163	Closed	-$240K	–	263
2016 Q1	$240K	Buy	+5,163	New	+$230K	0.3%	110

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Gideon Capital Advisors's CDK Position: Q1 2018 in Review

Gideon Capital Advisors sold out of CDK Global, Inc. (CDK) in Q1 2018, closing a stake of 5,303 shares — an estimated $378K sold.

Gideon Capital Advisors first reported a position in CDK in Q1 2016 and held it in 4 quarters. The position peaked at $984K in Q1 2017. 603 funds tracked by Wall St. Rank hold CDK as of Q1 2018.

Gideon Capital Advisors reported no remaining CDK Global, Inc. position as of Q1 2018 after selling out during the quarter.
Gideon Capital Advisors sold 5,303 CDK Global, Inc. shares in Q1 2018, an estimated $378K.
Gideon Capital Advisors first reported a position in CDK Global, Inc. in Q1 2016 and held it in 4 quarters.
Gideon Capital Advisors's CDK Global, Inc. position peaked at $984K in Q1 2017.
603 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.