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

Lenox 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	-245	Closed	-$15K	–	699
2018 Q3	$15K	Buy	245 +46	+23%	+$2.92K	﹤0.01%	363
2018 Q2	$13K	Buy	+199	New	+$12.9K	﹤0.01%	341
2018 Q1	–	Sell	-200	Closed	-$14K	–	514
2017 Q4	$14K	Hold	200	–	–	﹤0.01%	353
2017 Q3	$12K	Hold	200	–	–	﹤0.01%	373
2017 Q2	$12K	Hold	200	–	–	﹤0.01%	359
2017 Q1	$13K	Hold	200	–	–	0.01%	159
2016 Q4	$12K	Hold	200	–	–	0.01%	162
2016 Q3	$11K	Hold	200	–	–	0.01%	158
2016 Q2	$11K	Hold	200	–	–	0.01%	163
2016 Q1	$9K	Buy	+200	New	+$8.9K	0.01%	168

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Management's CDK Position: Q4 2018 in Review

Lenox Wealth Management sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 245 shares — an estimated $15K sold.

Lenox Wealth Management first reported a position in CDK in Q1 2016 and held it in 10 quarters. The position peaked at $15K in Q3 2018. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

Lenox Wealth Management reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 245 CDK Global, Inc. shares in Q4 2018, an estimated $15K.
Lenox Wealth Management first reported a position in CDK Global, Inc. in Q1 2016 and held it in 10 quarters.
Lenox Wealth Management's CDK Global, Inc. position peaked at $15K in Q3 2018.
572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.