WAM
CDK

Weatherly Asset Management’s CDK Global, Inc. CDK Stock Holding History

Weatherly Asset Management’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
Q2 		– Sell
-3,881
Closed -$246K – 195
2018
Q1 		$246K Hold
3,881
– – 0.06% 171
2017
Q4 		$277K Buy
+3,881
New +$261K 0.07% 171

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weatherly Asset Management's CDK Position: Q2 2018 in Review

Weatherly Asset Management sold out of CDK Global, Inc. (CDK) in Q2 2018, closing a stake of 3,881 shares — an estimated $246K sold.

Weatherly Asset Management first reported a position in CDK in Q4 2017 and held it in 2 quarters. The position peaked at $277K in Q4 2017. 602 funds tracked by Wall St. Rank hold CDK as of Q2 2018.

  • Weatherly Asset Management reported no remaining CDK Global, Inc. position as of Q2 2018 after selling out during the quarter.
  • Weatherly Asset Management sold 3,881 CDK Global, Inc. shares in Q2 2018, an estimated $246K.
  • Weatherly Asset Management first reported a position in CDK Global, Inc. in Q4 2017 and held it in 2 quarters.
  • Weatherly Asset Management's CDK Global, Inc. position peaked at $277K in Q4 2017.
  • 602 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2018.

Based on Weatherly Asset Management's 13F filing for Q2 2018, filed 31 Jul 2018.