YorkBridge Wealth Partners’s CDK Global, Inc. CDK Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-1,101	Closed	-$54K	–	711
2019 Q2	$54K	Hold	1,101	–	–	0.02%	361
2019 Q1	$65K	Hold	1,101	–	–	0.03%	337
2018 Q4	$53K	Hold	1,101	–	–	0.03%	328
2018 Q3	$69K	Hold	1,101	–	–	0.03%	325
2018 Q2	$72K	Hold	1,101	–	–	0.03%	327
2018 Q1	$71K	Hold	1,101	–	–	0.03%	332
2017 Q4	$75K	Hold	1,101	–	–	0.04%	328
2017 Q3	$69K	Sell	1,101 -2	-0.2%	-$126	0.04%	338
2017 Q2	$68K	Sell	1,103 -100	-8%	-$6.27K	0.04%	333
2017 Q1	$76K	Buy	1,203 +100	+9%	+$6.4K	0.04%	319
2016 Q4	$65K	Buy	+1,103	New	+$63.1K	0.04%	324

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YorkBridge Wealth Partners's CDK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of CDK Global, Inc. (CDK) in Q3 2019, closing a stake of 1,101 shares — an estimated $54K sold.

YorkBridge Wealth Partners first reported a position in CDK in Q4 2016 and held it in 11 quarters. The position peaked at $76K in Q1 2017. 507 funds tracked by Wall St. Rank hold CDK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining CDK Global, Inc. position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,101 CDK Global, Inc. shares in Q3 2019, an estimated $54K.
YorkBridge Wealth Partners first reported a position in CDK Global, Inc. in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's CDK Global, Inc. position peaked at $76K in Q1 2017.
507 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.