RIA
CDK

Regal Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-533
Closed -$25K – 936
2015
Q3 		$25K Hold
533
– – 0.01% 528
2015
Q2 		$28K Sell
533
-398
-43% -$20.4K 0.01% 514
2015
Q1 		$44K Sell
931
-233
-20% -$10.6K 0.01% 445
2014
Q4 		$47K Buy
+1,164
New +$41.2K 0.01% 406

Other funds holding CDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's CDK Position: Q4 2015 in Review

Regal Investment Advisors sold out of CDK Global, Inc. (CDK) in Q4 2015, closing a stake of 533 shares — an estimated $25K sold.

Regal Investment Advisors first reported a position in CDK in Q4 2014 and held it in 4 quarters. The position peaked at $47K in Q4 2014. 508 funds tracked by Wall St. Rank hold CDK as of Q4 2015.

  • Regal Investment Advisors reported no remaining CDK Global, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 533 CDK Global, Inc. shares in Q4 2015, an estimated $25K.
  • Regal Investment Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's CDK Global, Inc. position peaked at $47K in Q4 2014.
  • 508 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.