WA
CDK

WFG Advisors’s CDK Global, Inc. CDK Stock Holding History

WFG Advisors’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
2017
Q2 		– Sell
-1,344
Closed -$87K – 1704
2017
Q1 		$87K Buy
1,344
+1
+0.1% +$64 0.02% 515
2016
Q4 		$80K Sell
1,343
-461
-26% -$26.4K 0.02% 594
2016
Q3 		$103K Buy
1,804
+1
+0.1% +$58 0.03% 511
2016
Q2 		$100K Buy
1,803
+15
+0.8% +$775 0.03% 495
2016
Q1 		$83K Buy
1,788
+2
+0.1% +$89 0.02% 526
2015
Q4 		$85K Sell
1,786
-40
-2% -$1.94K 0.03% 514
2015
Q3 		$87K Sell
1,826
-179
-9% -$9.08K 0.03% 485
2015
Q2 		$108K Sell
2,005
-57
-3% -$2.92K 0.03% 511
2015
Q1 		$96K Sell
2,062
-1,108
-35% -$50.5K 0.03% 546
2014
Q4 		$129K Buy
+3,170
New +$112K 0.03% 562

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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

WFG Advisors's CDK Position: Q2 2017 in Review

WFG Advisors sold out of CDK Global, Inc. (CDK) in Q2 2017, closing a stake of 1,344 shares — an estimated $87K sold.

WFG Advisors first reported a position in CDK in Q4 2014 and held it in 10 quarters. The position peaked at $129K in Q4 2014. 571 funds tracked by Wall St. Rank hold CDK as of Q2 2017.

  • WFG Advisors reported no remaining CDK Global, Inc. position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 1,344 CDK Global, Inc. shares in Q2 2017, an estimated $87K.
  • WFG Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 10 quarters.
  • WFG Advisors's CDK Global, Inc. position peaked at $129K in Q4 2014.
  • 571 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.