WAM
CDK

Wealthspire Advisors (Maryland)’s CDK Global, Inc. CDK Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,427
Closed -$84K – 2286
2019
Q1 		$84K Sell
1,427
-9
-0.6% -$491 0.01% 705
2018
Q4 		$69K Sell
1,436
-460
-24% -$24.3K 0.01% 736
2018
Q3 		$119K Buy
1,896
+86
+5% +$5.45K 0.01% 618
2018
Q2 		$118K Sell
1,810
-26
-1% -$1.68K 0.01% 640
2018
Q1 		$116K Sell
1,836
-106
-5% -$7.42K 0.01% 656
2017
Q4 		$138K Buy
1,942
+153
+9% +$10.3K 0.01% 601
2017
Q3 		$113K Buy
1,789
+35
+2% +$2.21K 0.01% 661
2017
Q2 		$109K Sell
1,754
-225
-11% -$14.1K 0.01% 665
2017
Q1 		$129K Buy
1,979
+23
+1% +$1.47K 0.02% 510
2016
Q4 		$117K Hold
1,956
– – 0.02% 529
2016
Q3 		$112K Buy
1,956
+800
+69% +$46K 0.02% 539
2016
Q2 		$64K Sell
1,156
-66
-5% -$3.41K 0.01% 668
2016
Q1 		$57K Sell
1,222
-39
-3% -$1.74K 0.01% 673
2015
Q4 		$60K Buy
+1,261
New +$61.2K 0.01% 668

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $544B AUM 28.31% 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

Wealthspire Advisors (Maryland)'s CDK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 1,427 shares — an estimated $84K sold.

Wealthspire Advisors (Maryland) first reported a position in CDK in Q4 2015 and held it in 14 quarters. The position peaked at $138K in Q4 2017. 551 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,427 CDK Global, Inc. shares in Q2 2019, an estimated $84K.
  • Wealthspire Advisors (Maryland) first reported a position in CDK Global, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s CDK Global, Inc. position peaked at $138K in Q4 2017.
  • 551 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.