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

River 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 Q1	–	Sell	-73	Closed	-$4K	–	539
2018 Q4	$4K	Sell	73 -185	-72%	-$9.76K	﹤0.01%	489
2018 Q3	$16K	Sell	258 -200	-44%	-$12.7K	0.01%	406
2018 Q2	$30K	Buy	+458	New	+$29.6K	0.01%	320

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

River Wealth Advisors's CDK Position: Q1 2019 in Review

River Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q1 2019, closing a stake of 73 shares — an estimated $4K sold.

River Wealth Advisors first reported a position in CDK in Q2 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2018. 591 funds tracked by Wall St. Rank hold CDK as of Q1 2019.

River Wealth Advisors reported no remaining CDK Global, Inc. position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 73 CDK Global, Inc. shares in Q1 2019, an estimated $4K.
River Wealth Advisors first reported a position in CDK Global, Inc. in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's CDK Global, Inc. position peaked at $30K in Q2 2018.
591 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.