AWMS
DRI icon

Advocacy Wealth Management Services’s Darden Restaurants DRI Stock Holding History

Advocacy Wealth Management Services’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$25K – 324
2016
Q3 		$25K Buy
+400
New +$24.8K 0.01% 176

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Advocacy Wealth Management Services's DRI Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Darden Restaurants (DRI) in Q4 2016, closing a stake of 400 shares — an estimated $25K sold.

Advocacy Wealth Management Services first reported a position in DRI in Q3 2016 and held it in 1 quarter. The position peaked at $25K in Q3 2016. 552 funds tracked by Wall St. Rank hold DRI as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining Darden Restaurants position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 400 Darden Restaurants shares in Q4 2016, an estimated $25K.
  • Advocacy Wealth Management Services first reported a position in Darden Restaurants in Q3 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Darden Restaurants position peaked at $25K in Q3 2016.
  • 552 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.