MWAC
CDK

Mariner Wealth Advisors (Cincinnati)’s CDK Global, Inc. CDK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q1 		– Sell
-3,209
Closed -$229K – 293
2017
Q4 		$229K Hold
3,209
– – 0.01% 256
2017
Q3 		$202K Sell
3,209
-186
-5% -$11.7K 0.01% 265
2017
Q2 		$211K Hold
3,395
– – 0.01% 244
2017
Q1 		$221K Buy
+3,395
New +$217K 0.02% 238

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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CDK Position: Q1 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of CDK Global, Inc. (CDK) in Q1 2018, closing a stake of 3,209 shares — an estimated $229K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in CDK in Q1 2017 and held it in 4 quarters. The position peaked at $229K in Q4 2017. 603 funds tracked by Wall St. Rank hold CDK as of Q1 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining CDK Global, Inc. position as of Q1 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 3,209 CDK Global, Inc. shares in Q1 2018, an estimated $229K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in CDK Global, Inc. in Q1 2017 and held it in 4 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s CDK Global, Inc. position peaked at $229K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2018, filed 15 May 2018.