KJWM
CDK

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

Kiley Juergens 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
2018
Q4 		– Sell
-41
Closed -$2K – 720
2018
Q3 		$2K Hold
41
– – ﹤0.01% 596
2018
Q2 		$2K Buy
+41
New +$2.65K ﹤0.01% 538
2018
Q1 		– Sell
-66
Closed -$4K – 655
2017
Q4 		$4K Buy
+66
New +$4.43K ﹤0.01% 599

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiley Juergens Wealth Management's CDK Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 41 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in CDK in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 41 CDK Global, Inc. shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in CDK Global, Inc. in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's CDK Global, Inc. position peaked at $4K in Q4 2017.
  • 572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.