MYIA
CDK

Mount Yale Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Mount Yale Investment 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
2018
Q3 		– Sell
-32
Closed -$2K – 1020
2018
Q2 		$2K Buy
+32
New +$2.07K ﹤0.01% 926

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Mount Yale Investment Advisors's CDK Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2018, closing a stake of 32 shares — an estimated $2K sold.

Mount Yale Investment Advisors first reported a position in CDK in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 610 funds tracked by Wall St. Rank hold CDK as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 32 CDK Global, Inc. shares in Q3 2018, an estimated $2K.
  • Mount Yale Investment Advisors first reported a position in CDK Global, Inc. in Q2 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's CDK Global, Inc. position peaked at $2K in Q2 2018.
  • 610 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.