Integrated Wealth Management (Palm Desert)’s CDK Global, Inc. CDK Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$261K	Buy	4,016 +2	+0%	+$128	0.09%	205
2016 Q4	$240K	Hold	4,014	–	–	0.09%	207
2016 Q3	$230K	Buy	+4,014	New	+$231K	0.08%	199
2016 Q2	–	Sell	-4,164	Closed	-$194K	–	1398
2016 Q1	$194K	Hold	4,164	–	–	0.08%	192
2015 Q4	$198K	Hold	4,164	–	–	0.09%	185
2015 Q3	$199K	Buy	4,164 +28	+0.7%	+$1.42K	0.09%	183
2015 Q2	$223K	Buy	+4,136	New	+$212K	0.09%	178

Other funds holding CDK

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CDK Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its CDK Global, Inc. (CDK) stake by 0.05% in Q1 2017, buying an estimated $128 and bringing the position to 4,016 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #205.

Integrated Wealth Management (Palm Desert) first reported a position in CDK in Q2 2015 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold CDK as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 4,016 shares of CDK Global, Inc. worth $261K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 2 CDK Global, Inc. shares in Q1 2017, an estimated $128.
CDK Global, Inc. made up 0.09% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #205 holding.
Integrated Wealth Management (Palm Desert) first reported a position in CDK Global, Inc. in Q2 2015 and has held it in 7 quarters since.
595 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.