WealthPLAN Partners’s CDK Global, Inc. CDK Stock Holding History

WealthPLAN 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
2016 Q3	$282	Hold	5	–	–	﹤0.01%	934
2016 Q2	$277	Buy	+5	New	+$258	﹤0.01%	2396
2015 Q4	$237	Buy	+5	New	+$243	﹤0.01%	1608

Other funds holding CDK

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

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Blue Ridge Capital New York $215M AUM

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

WealthPLAN Partners's CDK Position: Q3 2016 in Review

WealthPLAN Partners held its CDK Global, Inc. (CDK) position steady in Q3 2016 at 5 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #934.

WealthPLAN Partners first reported a position in CDK in Q4 2015 and has held it in 3 quarters since. 548 funds tracked by Wall St. Rank hold CDK as of Q3 2016.

WealthPLAN Partners held 5 shares of CDK Global, Inc. worth $282 as of Q3 2016.
WealthPLAN Partners left its CDK Global, Inc. share count unchanged in Q3 2016.
CDK Global, Inc. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #934 holding.
WealthPLAN Partners first reported a position in CDK Global, Inc. in Q4 2015 and has held it in 3 quarters since.
548 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.