SFWA
CDK

Summit Financial Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-583
Closed -$31K – 262
2015
Q2 		$31K Hold
583
– – 0.02% 174
2015
Q1 		$31K Hold
583
– – 0.02% 143
2014
Q4 		$24K Buy
+583
New +$20.7K 0.02% 153

Other funds holding CDK

SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Summit Financial Wealth Advisors's CDK Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2015, closing a stake of 583 shares — an estimated $31K sold.

Summit Financial Wealth Advisors first reported a position in CDK in Q4 2014 and held it in 3 quarters. The position peaked at $31K in Q2 2015. 513 funds tracked by Wall St. Rank hold CDK as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 583 CDK Global, Inc. shares in Q3 2015, an estimated $31K.
  • Summit Financial Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's CDK Global, Inc. position peaked at $31K in Q2 2015.
  • 513 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.