Rockefeller Financial Services’s CDK Global, Inc. CDK Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$254K	Hold	3,561	–	–	﹤0.01%	327
2017 Q3	$225K	Hold	3,561	–	–	﹤0.01%	329
2017 Q2	$221K	Hold	3,561	–	–	﹤0.01%	287
2017 Q1	$231K	Hold	3,561	–	–	﹤0.01%	299
2016 Q4	$213K	Sell	3,561 -42	-1%	-$2.4K	﹤0.01%	323
2016 Q3	$207K	Sell	3,603 -1,666	-32%	-$95.8K	﹤0.01%	303
2016 Q2	$293K	Hold	5,269	–	–	0.01%	299
2016 Q1	$245K	Sell	5,269 -333	-6%	-$14.8K	﹤0.01%	305
2015 Q4	$266K	Buy	5,602 +1,504	+37%	+$73K	0.01%	313
2015 Q3	$195K	Hold	4,098	–	–	﹤0.01%	329
2015 Q2	$221K	Hold	4,098	–	–	﹤0.01%	307
2015 Q1	$191K	Buy	4,098 +333	+9%	+$15.2K	﹤0.01%	325
2014 Q4	$153K	Buy	+3,765	New	+$133K	﹤0.01%	323

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Rockefeller Financial Services's CDK Position: Q4 2017 in Review

Rockefeller Financial Services held its CDK Global, Inc. (CDK) position steady in Q4 2017 at 3,561 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Rockefeller Financial Services first reported a position in CDK in Q4 2014 and has held it in 13 quarters since. The position peaked at $293K in Q2 2016. 625 funds tracked by Wall St. Rank hold CDK as of Q4 2017.

Rockefeller Financial Services held 3,561 shares of CDK Global, Inc. worth $254K as of Q4 2017.
Rockefeller Financial Services left its CDK Global, Inc. share count unchanged in Q4 2017.
CDK Global, Inc. made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #327 holding.
Rockefeller Financial Services first reported a position in CDK Global, Inc. in Q4 2014 and has held it in 13 quarters since.
Rockefeller Financial Services's CDK Global, Inc. position peaked at $293K in Q2 2016.
625 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.