HFP
CDK

Holistic Financial Partners’s CDK Global, Inc. CDK Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-474
Closed -$30K – 395
2018
Q1 		$30K Buy
474
+15
+3% +$1.05K 0.03% 251
2017
Q4 		$33K Buy
+459
New +$30.8K 0.03% 246

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Holistic Financial Partners's CDK Position: Q2 2018 in Review

Holistic Financial Partners sold out of CDK Global, Inc. (CDK) in Q2 2018, closing a stake of 474 shares — an estimated $30K sold.

Holistic Financial Partners first reported a position in CDK in Q4 2017 and held it in 2 quarters. The position peaked at $33K in Q4 2017. 602 funds tracked by Wall St. Rank hold CDK as of Q2 2018.

  • Holistic Financial Partners reported no remaining CDK Global, Inc. position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 474 CDK Global, Inc. shares in Q2 2018, an estimated $30K.
  • Holistic Financial Partners first reported a position in CDK Global, Inc. in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's CDK Global, Inc. position peaked at $33K in Q4 2017.
  • 602 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.