UCFA
CDK

United Capital Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

United Capital Financial 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
2019
Q2 		– Sell
-3,564
Closed -$210K – 1506
2019
Q1 		$210K Sell
3,564
-998
-22% -$54.4K ﹤0.01% 1254
2018
Q4 		$216K Sell
4,562
-25,476
-85% -$1.34M ﹤0.01% 1177
2018
Q3 		$1.88M Sell
30,038
-34,620
-54% -$2.19M 0.01% 630
2018
Q2 		$4.21M Buy
64,658
+46,288
+252% +$2.99M 0.03% 448
2018
Q1 		$1.16M Buy
18,370
+1,637
+10% +$115K 0.01% 739
2017
Q4 		$1.2M Sell
16,733
-3,704
-18% -$249K 0.01% 737
2017
Q3 		$1.29M Buy
20,437
+2,989
+17% +$188K 0.01% 708
2017
Q2 		$1.08M Buy
17,448
+2,351
+16% +$147K 0.01% 742
2017
Q1 		$981K Buy
15,097
+11,679
+342% +$748K 0.01% 751
2016
Q4 		$204K Sell
3,418
-424
-11% -$24.3K ﹤0.01% 1181
2016
Q3 		$220K Sell
3,842
-634
-14% -$36.5K ﹤0.01% 1166
2016
Q2 		$246K Buy
4,476
+94
+2% +$4.86K ﹤0.01% 1104
2016
Q1 		$204K Sell
4,382
-837
-16% -$37.3K ﹤0.01% 1119
2015
Q4 		$248K Sell
5,219
-115
-2% -$5.58K ﹤0.01% 1075
2015
Q3 		$255K Buy
5,334
+19
+0.4% +$964 ﹤0.01% 1094
2015
Q2 		$287K Buy
5,315
+149
+3% +$7.64K ﹤0.01% 1088
2015
Q1 		$248K Sell
5,166
-1,260
-20% -$57.5K ﹤0.01% 1125
2014
Q4 		$262K Buy
+6,426
New +$228K ﹤0.01% 1013

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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

United Capital Financial Advisors's CDK Position: Q2 2019 in Review

United Capital Financial Advisors sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 3,564 shares — an estimated $210K sold.

United Capital Financial Advisors first reported a position in CDK in Q4 2014 and held it in 18 quarters. The position peaked at $4.21M in Q2 2018. 551 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

  • United Capital Financial Advisors reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,564 CDK Global, Inc. shares in Q2 2019, an estimated $210K.
  • United Capital Financial Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 18 quarters.
  • United Capital Financial Advisors's CDK Global, Inc. position peaked at $4.21M in Q2 2018.
  • 551 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on United Capital Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.