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Alpha Cubed Investments’s Darden Restaurants DRI Stock Holding History

Alpha Cubed Investments’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
2014
Q4 		– Sell
-69,033
Closed -$3.18M – 141
2014
Q3 		$3.18M Buy
+69,033
New +$2.92M 1.5% 17

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SV
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha Cubed Investments's DRI Position: Q4 2014 in Review

Alpha Cubed Investments sold out of Darden Restaurants (DRI) in Q4 2014, closing a stake of 69,033 shares — an estimated $3.18M sold.

Alpha Cubed Investments first reported a position in DRI in Q3 2014 and held it in 1 quarter. The position peaked at $3.18M in Q3 2014. 495 funds tracked by Wall St. Rank hold DRI as of Q4 2014.

  • Alpha Cubed Investments reported no remaining Darden Restaurants position as of Q4 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 69,033 Darden Restaurants shares in Q4 2014, an estimated $3.18M.
  • Alpha Cubed Investments first reported a position in Darden Restaurants in Q3 2014 and held it in 1 quarter.
  • Alpha Cubed Investments's Darden Restaurants position peaked at $3.18M in Q3 2014.
  • 495 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2014.

Based on Alpha Cubed Investments's 13F filing for Q4 2014, filed 30 Jan 2015.