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CDK Global Inc.
CDK Global Inc.. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 24 Institutional holders with a total value of $28,169,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Jolley Asset Management, LLC 241 14,000 0.05%
2 STEWART & PATTEN CO LLC 3,672 211,000 0.75%
3 UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,842 220,000 0.78%
4 ABNER HERRMAN & BROCK LLC 4,116 236,000 0.84%
5 LOWE BROCKENBROUGH & CO INC 4,262 244,000 0.87%
6 AUXIER ASSET MANAGEMENT LLC 4,272 245,000 0.87%
7 CONDOR CAPITAL MANAGEMENT 4,398 252,000 0.89%
8 HALSEY ASSOCIATES INC/CT 4,710 270,000 0.96%
9 BERKSHIRE ASSET MANAGEMENT LLC/PA 5,093 292,000 1.04%
10 DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,133 352,000 1.25%
11 Capital Investment Services of America, Inc. 7,302 419,000 1.49%
12 Palisade Asset Management, LLC 7,467 428,000 1.52%
13 DOWLING & YAHNKE LLC 8,021 460,000 1.63%
14 Veritable, L.P. 8,457 485,000 1.72%
15 BOSTON FAMILY OFFICE LLC 8,805 505,000 1.79%
16 SHELTON CAPITAL MANAGEMENT 9,017 538,000 1.91%
17 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,649 553,000 1.96%
18 World Asset Management Inc 9,717 557,000 1.98%
19 Evercore Wealth Management, LLC 10,730 615,000 2.18%
20 CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,904 625,000 2.22%
21 Azimuth Capital Management LLC 13,761 789,000 2.80%
22 GAMBLE JONES INVESTMENT COUNSEL 44,576 2,557,000 9.08%
23 S&CO INC 67,654 3,881,000 13.78%
24 Birch Hill Investment Advisors LLC 233,982 13,421,000 47.64%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.