Sterling Investment Advisors (Pennsylvania)’s CDK Global, Inc. CDK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-150	Closed	-$7K	–	433
2018 Q4	$7K	Sell	150 -2,000	-93%	-$106K	﹤0.01%	347
2018 Q3	$135K	Hold	2,150	–	–	0.07%	137
2018 Q2	$139K	Hold	2,150	–	–	0.08%	126
2018 Q1	$136K	Buy	2,150 +1,000	+87%	+$70K	0.08%	121
2017 Q4	$82K	Buy	1,150 +1,000	+667%	+$67.1K	0.05%	154
2017 Q3	$9K	Hold	150	–	–	0.01%	301
2017 Q2	$9K	Hold	150	–	–	0.01%	304
2017 Q1	$10K	Hold	150	–	–	0.01%	289
2016 Q4	$9K	Buy	+150	New	+$8.58K	0.01%	255

Other funds holding CDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $609B AUM 40.19% 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

Sterling Investment Advisors (Pennsylvania)'s CDK Position: Q1 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of CDK Global, Inc. (CDK) in Q1 2019, closing a stake of 150 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CDK in Q4 2016 and held it in 9 quarters. The position peaked at $139K in Q2 2018. 591 funds tracked by Wall St. Rank hold CDK as of Q1 2019.

Sterling Investment Advisors (Pennsylvania) reported no remaining CDK Global, Inc. position as of Q1 2019 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 150 CDK Global, Inc. shares in Q1 2019, an estimated $7K.
Sterling Investment Advisors (Pennsylvania) first reported a position in CDK Global, Inc. in Q4 2016 and held it in 9 quarters.
Sterling Investment Advisors (Pennsylvania)'s CDK Global, Inc. position peaked at $139K in Q2 2018.
591 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2019, filed 1 May 2019.