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

MinichMacGregor 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	-166	Closed	-$10K	–	559
2018 Q3	$10K	Hold	166	–	–	0.01%	320
2018 Q2	$10K	Hold	166	–	–	0.01%	309
2018 Q1	$10K	Hold	166	–	–	0.01%	313
2017 Q4	$11K	Hold	166	–	–	0.01%	293
2017 Q3	$10K	Hold	166	–	–	0.01%	291
2017 Q2	$10K	Hold	166	–	–	0.01%	279
2017 Q1	$10K	Hold	166	–	–	0.01%	283
2016 Q4	$9K	Hold	166	–	–	0.01%	280
2016 Q3	$9K	Hold	166	–	–	0.01%	287
2016 Q2	$9K	Hold	166	–	–	0.01%	277
2016 Q1	$7K	Hold	166	–	–	0.01%	294
2015 Q4	$8K	Buy	+166	New	+$8.05K	0.01%	261

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

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

MinichMacGregor Wealth Management sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 166 shares — an estimated $10K sold.

MinichMacGregor Wealth Management first reported a position in CDK in Q4 2015 and held it in 12 quarters. The position peaked at $11K in Q4 2017. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 166 CDK Global, Inc. shares in Q4 2018, an estimated $10K.
MinichMacGregor Wealth Management first reported a position in CDK Global, Inc. in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's CDK Global, Inc. position peaked at $11K in Q4 2017.
572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.