SSWM
CDK

Sheets Smith Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-9,677
Closed -$629K – 317
2017
Q1 		$629K Sell
9,677
-73
-0.7% -$4.67K 0.17% 160
2016
Q4 		$582K Buy
+9,750
New +$558K 0.16% 169

Other funds holding CDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Sheets Smith Wealth Management's CDK Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of CDK Global, Inc. (CDK) in Q2 2017, closing a stake of 9,677 shares — an estimated $629K sold.

Sheets Smith Wealth Management first reported a position in CDK in Q4 2016 and held it in 2 quarters. The position peaked at $629K in Q1 2017. 571 funds tracked by Wall St. Rank hold CDK as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining CDK Global, Inc. position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,677 CDK Global, Inc. shares in Q2 2017, an estimated $629K.
  • Sheets Smith Wealth Management first reported a position in CDK Global, Inc. in Q4 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's CDK Global, Inc. position peaked at $629K in Q1 2017.
  • 571 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.