PS
CDK

Portfolio Strategies’s CDK Global, Inc. CDK Stock Holding History

Portfolio Strategies’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
Q4 		– Sell
-371
Closed -$23K – 227
2018
Q3 		$23K Hold
371
– – 0.01% 108
2018
Q2 		$24K Hold
371
– – 0.02% 103
2018
Q1 		$23K Hold
371
– – 0.02% 112
2017
Q4 		$26K Buy
+371
New +$24.9K 0.02% 111

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Portfolio Strategies's CDK Position: Q4 2018 in Review

Portfolio Strategies sold out of CDK Global, Inc. (CDK) in Q4 2018, closing a stake of 371 shares — an estimated $23K sold.

Portfolio Strategies first reported a position in CDK in Q4 2017 and held it in 4 quarters. The position peaked at $26K in Q4 2017. 572 funds tracked by Wall St. Rank hold CDK as of Q4 2018.

  • Portfolio Strategies reported no remaining CDK Global, Inc. position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 371 CDK Global, Inc. shares in Q4 2018, an estimated $23K.
  • Portfolio Strategies first reported a position in CDK Global, Inc. in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's CDK Global, Inc. position peaked at $26K in Q4 2017.
  • 572 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.