Nelson Capital Management’s CDK Global, Inc. CDK Stock Holding History

Nelson Capital 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 Q1	–	Sell	-1,086	Closed	-$77K	–	327
2017 Q4	$77K	Buy	1,086 +553	+104%	+$37.1K	0.02%	116
2017 Q3	$34K	Buy	+533	New	+$33.6K	0.01%	143
2016 Q2	–	Sell	-733	Closed	-$34K	–	290
2016 Q1	$34K	Hold	733	–	–	0.01%	123
2015 Q4	$35K	Buy	+733	New	+$35.6K	0.01%	126
2015 Q3	–	Sell	-1,399	Closed	-$76K	–	266
2015 Q2	$76K	Buy	+1,399	New	+$71.8K	0.03%	102
2015 Q1	–	Sell	-1,446	Closed	-$59K	–	309
2014 Q4	$59K	Buy	+1,446	New	+$51.2K	0.02%	117

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Nelson Capital Management's CDK Position: Q1 2018 in Review

Nelson Capital Management sold out of CDK Global, Inc. (CDK) in Q1 2018, closing a stake of 1,086 shares — an estimated $77K sold.

Nelson Capital Management first reported a position in CDK in Q4 2014 and held it in 6 quarters. The position peaked at $77K in Q4 2017. 603 funds tracked by Wall St. Rank hold CDK as of Q1 2018.

Nelson Capital Management reported no remaining CDK Global, Inc. position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 1,086 CDK Global, Inc. shares in Q1 2018, an estimated $77K.
Nelson Capital Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 6 quarters.
Nelson Capital Management's CDK Global, Inc. position peaked at $77K in Q4 2017.
603 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.