LWM
CDK

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

LBA 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
2016
Q4 		– Sell
-70
Closed -$4K – 491
2016
Q3 		$4K Hold
70
– – ﹤0.01% 391
2016
Q2 		$4K Hold
70
– – ﹤0.01% 377
2016
Q1 		$3K Sell
70
-70
-50% -$3.12K ﹤0.01% 384
2015
Q4 		$7K Hold
140
– – ﹤0.01% 322
2015
Q3 		$7K Buy
+140
New +$7.1K ﹤0.01% 274

Other funds holding CDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LBA Wealth Management's CDK Position: Q4 2016 in Review

LBA Wealth Management sold out of CDK Global, Inc. (CDK) in Q4 2016, closing a stake of 70 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in CDK in Q3 2015 and held it in 5 quarters. The position peaked at $7K in Q4 2015. 577 funds tracked by Wall St. Rank hold CDK as of Q4 2016.

  • LBA Wealth Management reported no remaining CDK Global, Inc. position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 70 CDK Global, Inc. shares in Q4 2016, an estimated $4K.
  • LBA Wealth Management first reported a position in CDK Global, Inc. in Q3 2015 and held it in 5 quarters.
  • LBA Wealth Management's CDK Global, Inc. position peaked at $7K in Q4 2015.
  • 577 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.