MWPCG
CDK

Measured Wealth Private Client Group’s CDK Global, Inc. CDK Stock Holding History

Measured Wealth Private Client Group’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
-915
Closed -$58K – 773
2018
Q3 		$58K Buy
+915
New +$58K 0.03% 318

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

Measured Wealth Private Client Group's CDK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 915 shares — an estimated $58K sold.

Measured Wealth Private Client Group first reported a position in CDK in Q3 2018 and held it in 1 quarter. The position peaked at $58K in Q3 2018. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 915 CDK Global, Inc. shares in Q4 2018, an estimated $58K.
  • Measured Wealth Private Client Group first reported a position in CDK Global, Inc. in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's CDK Global, Inc. position peaked at $58K in Q3 2018.
  • 572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.