Sharkey, Howes & Javer’s CDK Global, Inc. CDK Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-150	Closed	-$7K	–	193
2019 Q2	$7K	Hold	150	–	–	﹤0.01%	164
2019 Q1	$9K	Hold	150	–	–	﹤0.01%	160
2018 Q4	$7K	Hold	150	–	–	﹤0.01%	162
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	163
2018 Q2	$10K	Hold	150	–	–	0.01%	155
2018 Q1	$9K	Hold	150	–	–	0.01%	150
2017 Q4	$11K	Hold	150	–	–	0.01%	148
2017 Q3	$10K	Sell	150 -133	-47%	-$8.38K	0.01%	149
2017 Q2	$18K	Hold	283	–	–	0.01%	133
2017 Q1	$18K	Hold	283	–	–	0.01%	145
2016 Q4	$17K	Hold	283	–	–	0.01%	150
2016 Q3	$16K	Hold	283	–	–	0.01%	146
2016 Q2	$16K	Hold	283	–	–	0.01%	153
2016 Q1	$13K	Hold	283	–	–	0.01%	175
2015 Q4	$13K	Hold	283	–	–	0.01%	175
2015 Q3	$15K	Hold	283	–	–	0.01%	167
2015 Q2	$15K	Buy	+283	New	+$14.5K	0.01%	149

Other funds holding CDK

BlackRock New York $5.7T 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return