OWA
CDK

One Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-3,023
Closed -$178K – 543
2019
Q1 		$178K Buy
+3,023
New +$165K 0.15% 128
2018
Q4 		– Sell
-3,068
Closed -$192K – 525
2018
Q3 		$192K Sell
3,068
-30
-1% -$1.9K 0.15% 130
2018
Q2 		$202K Sell
3,098
-214
-6% -$13.8K 0.16% 125
2018
Q1 		$210K Sell
3,312
-44
-1% -$3.08K 0.19% 111
2017
Q4 		$239K Buy
+3,356
New +$225K 0.19% 88

Other funds holding CDK

BlackRock
BlackRock New York $5.7T 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return