Smith Shellnut Wilson’s CDK Global, Inc. CDK Stock Holding History

Smith Shellnut Wilson’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 Q2	–	Sell	-3,700	Closed	-$218K	–	138
2019 Q1	$218K	Buy	+3,700	New	+$202K	0.17%	120
2018 Q4	–	Sell	-3,700	Closed	-$231K	–	122
2018 Q3	$231K	Buy	+3,700	New	+$235K	0.21%	107
2018 Q1	$234K	Buy	+3,700	New	+$259K	0.2%	110

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 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

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

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

CCP

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

Smith Shellnut Wilson's CDK Position: Q2 2019 in Review

Smith Shellnut Wilson sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 3,700 shares — an estimated $218K sold.

Smith Shellnut Wilson first reported a position in CDK in Q1 2018 and held it in 3 quarters. The position peaked at $234K in Q1 2018. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Smith Shellnut Wilson reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Smith Shellnut Wilson sold 3,700 CDK Global, Inc. shares in Q2 2019, an estimated $218K.
Smith Shellnut Wilson first reported a position in CDK Global, Inc. in Q1 2018 and held it in 3 quarters.
Smith Shellnut Wilson's CDK Global, Inc. position peaked at $234K in Q1 2018.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Smith Shellnut Wilson's 13F filing for Q2 2019, filed 14 Aug 2019.