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	–	527
2019 Q1	$178K	Buy	+3,023	New	+$165K	0.15%	128
2018 Q4	–	Sell	-3,068	Closed	-$192K	–	524
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

One Wealth Advisors's CDK Position: Q2 2019 in Review

One Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 3,023 shares — an estimated $178K sold.

One Wealth Advisors first reported a position in CDK in Q4 2017 and held it in 5 quarters. The position peaked at $239K in Q4 2017. 551 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

One Wealth Advisors reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 3,023 CDK Global, Inc. shares in Q2 2019, an estimated $178K.
One Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's CDK Global, Inc. position peaked at $239K in Q4 2017.
551 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.