LFA
CDK

Legacy Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-537
Closed -$32K – 983
2019
Q1 		$32K Hold
537
– – 0.01% 362
2018
Q4 		$26K Sell
537
-1,399
-72% -$73.8K 0.01% 359
2018
Q3 		$121K Buy
1,936
+37
+2% +$2.35K 0.04% 155
2018
Q2 		$128K Buy
+1,899
New +$123K 0.05% 142
2018
Q1 		– Sell
-497
Closed -$35K – 925
2017
Q4 		$35K Buy
+497
New +$33.4K 0.01% 291

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Legacy Financial Advisors's CDK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 537 shares — an estimated $32K sold.

Legacy Financial Advisors first reported a position in CDK in Q4 2017 and held it in 5 quarters. The position peaked at $128K in Q2 2018. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 537 CDK Global, Inc. shares in Q2 2019, an estimated $32K.
  • Legacy Financial Advisors first reported a position in CDK Global, Inc. in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's CDK Global, Inc. position peaked at $128K in Q2 2018.
  • 550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.