Taylor Wealth Management Partners’s CDK Global, Inc. CDK Stock Holding History

Taylor Wealth Management Partners’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
2018 Q1	–	Sell	-150	Closed	-$11K	–	157
2017 Q4	$11K	Hold	150	–	–	﹤0.01%	126
2017 Q3	$9K	Hold	150	–	–	﹤0.01%	138
2017 Q2	$9K	Hold	150	–	–	﹤0.01%	138
2017 Q1	$10K	Hold	150	–	–	﹤0.01%	134
2016 Q4	$9K	Hold	150	–	–	﹤0.01%	140
2016 Q3	$9K	Hold	150	–	–	﹤0.01%	131
2016 Q2	$8K	Sell	150 -282	-65%	-$14.6K	﹤0.01%	123
2016 Q1	$20K	Buy	432 +282	+188%	+$12.6K	0.01%	100
2015 Q4	$7K	Hold	150	–	–	﹤0.01%	120
2015 Q3	$7K	Sell	150 -66	-31%	-$3.35K	﹤0.01%	130
2015 Q2	$12K	Buy	+216	New	+$11.1K	﹤0.01%	146

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Taylor Wealth Management Partners's CDK Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of CDK Global, Inc. (CDK) in Q1 2018, closing a stake of 150 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in CDK in Q2 2015 and held it in 11 quarters. The position peaked at $20K in Q1 2016. 603 funds tracked by Wall St. Rank hold CDK as of Q1 2018.

Taylor Wealth Management Partners reported no remaining CDK Global, Inc. position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 150 CDK Global, Inc. shares in Q1 2018, an estimated $11K.
Taylor Wealth Management Partners first reported a position in CDK Global, Inc. in Q2 2015 and held it in 11 quarters.
Taylor Wealth Management Partners's CDK Global, Inc. position peaked at $20K in Q1 2016.
603 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.