WANY
CDK

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-66
Closed -$3K – 869
2018
Q4 		$3K Buy
+66
New +$3.48K ﹤0.01% 732

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s CDK Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of CDK Global, Inc. (CDK) in Q1 2019, closing a stake of 66 shares — an estimated $3K sold.

Wealthspire Advisors (New York) first reported a position in CDK in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 591 funds tracked by Wall St. Rank hold CDK as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining CDK Global, Inc. position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 66 CDK Global, Inc. shares in Q1 2019, an estimated $3K.
  • Wealthspire Advisors (New York) first reported a position in CDK Global, Inc. in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s CDK Global, Inc. position peaked at $3K in Q4 2018.
  • 591 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.