PFA
CDK

Pathway Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

Pathway Financial 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
-66
Closed -$4K – 404
2018
Q2 		$4K Hold
66
– – ﹤0.01% 393
2018
Q1 		$4K Hold
66
– – ﹤0.01% 410
2017
Q4 		$5K Buy
+66
New +$4.43K ﹤0.01% 412

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

Pathway Financial Advisors's CDK Position: Q3 2018 in Review

Pathway Financial Advisors sold out of CDK Global, Inc. (CDK) in Q3 2018, closing a stake of 66 shares — an estimated $4K sold.

Pathway Financial Advisors first reported a position in CDK in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 610 funds tracked by Wall St. Rank hold CDK as of Q3 2018.

  • Pathway Financial Advisors reported no remaining CDK Global, Inc. position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 66 CDK Global, Inc. shares in Q3 2018, an estimated $4K.
  • Pathway Financial Advisors first reported a position in CDK Global, Inc. in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's CDK Global, Inc. position peaked at $5K in Q4 2017.
  • 610 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.