Northeast Financial Consultants’s CDK Global, Inc. CDK Stock Holding History

Northeast Financial Consultants’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
2019 Q2	–	Sell	-3,440	Closed	-$202K	–	340
2019 Q1	$202K	Buy	+3,440	New	+$188K	0.02%	300
2018 Q1	–	Sell	-3,047	Closed	-$217K	–	158
2017 Q4	$217K	Buy	+3,047	New	+$205K	0.07%	136
2017 Q2	–	Sell	-3,113	Closed	-$202K	–	151
2017 Q1	$202K	Buy	+3,113	New	+$199K	0.08%	144

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Northeast Financial Consultants's CDK Position: Q2 2019 in Review

Northeast Financial Consultants sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 3,440 shares — an estimated $202K sold.

Northeast Financial Consultants first reported a position in CDK in Q1 2017 and held it in 3 quarters. The position peaked at $217K in Q4 2017. 551 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Northeast Financial Consultants reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Northeast Financial Consultants sold 3,440 CDK Global, Inc. shares in Q2 2019, an estimated $202K.
Northeast Financial Consultants first reported a position in CDK Global, Inc. in Q1 2017 and held it in 3 quarters.
Northeast Financial Consultants's CDK Global, Inc. position peaked at $217K in Q4 2017.
551 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Northeast Financial Consultants's 13F filing for Q2 2019, filed 9 Aug 2019.