BRWM
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B. Riley Wealth Management’s Darden Restaurants DRI Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-3,132
Closed -$199K – 286
2015
Q2 		$199K Sell
3,132
-10,628
-77% -$629K 0.16% 188
2015
Q1 		$852K Buy
13,760
+783
+6% +$43.8K 0.64% 29
2014
Q4 		$680K Buy
+12,977
New +$629K 0.56% 38
2014
Q2 		– Sell
-171
Closed -$8K – 1110
2014
Q1 		$8K Buy
+171
New +$7.65K 0.01% 811

Other funds holding DRI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
SV
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

B. Riley Wealth Management's DRI Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Darden Restaurants (DRI) in Q3 2015, closing a stake of 3,132 shares — an estimated $199K sold.

B. Riley Wealth Management first reported a position in DRI in Q1 2014 and held it in 4 quarters. The position peaked at $852K in Q1 2015. 548 funds tracked by Wall St. Rank hold DRI as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Darden Restaurants position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,132 Darden Restaurants shares in Q3 2015, an estimated $199K.
  • B. Riley Wealth Management first reported a position in Darden Restaurants in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Darden Restaurants position peaked at $852K in Q1 2015.
  • 548 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.