WWMSC
CDK

Wagner Wealth Management (South Carolina)’s CDK Global, Inc. CDK Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$95K Hold
1,518
– – 0.06% 199
2018
Q2 		$99K Hold
1,518
– – 0.07% 177
2018
Q1 		$96K Hold
1,518
– – 0.07% 172
2017
Q4 		$112K Buy
+1,518
New +$102K 0.08% 166

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CDK Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its CDK Global, Inc. (CDK) position steady in Q3 2018 at 1,518 shares worth $95K. The position accounts for 0.06% of the portfolio, ranked #199.

Wagner Wealth Management (South Carolina) first reported a position in CDK in Q4 2017 and has held it in 4 quarters since. The position peaked at $112K in Q4 2017. 610 funds tracked by Wall St. Rank hold CDK as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,518 shares of CDK Global, Inc. worth $95K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its CDK Global, Inc. share count unchanged in Q3 2018.
  • CDK Global, Inc. made up 0.06% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #199 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in CDK Global, Inc. in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s CDK Global, Inc. position peaked at $112K in Q4 2017.
  • 610 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.