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Baltimore-Washington Financial Advisors’s Darden Restaurants DRI Stock Holding History

Baltimore-Washington Financial Advisors’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
Q3 		– Sell
-140
Closed -$6K – 298
2014
Q2 		$6K Buy
+140
New +$6.2K ﹤0.01% 251
2014
Q1 		– Sell
-140
Closed -$7K – 244
2013
Q4 		$7K Hold
140
– – ﹤0.01% 244
2013
Q3 		$6K Buy
+140
New +$6.08K ﹤0.01% 192

Other funds holding DRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baltimore-Washington Financial Advisors's DRI Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Darden Restaurants (DRI) in Q3 2014, closing a stake of 140 shares — an estimated $6K sold.

Baltimore-Washington Financial Advisors first reported a position in DRI in Q3 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 444 funds tracked by Wall St. Rank hold DRI as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Darden Restaurants position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 140 Darden Restaurants shares in Q3 2014, an estimated $6K.
  • Baltimore-Washington Financial Advisors first reported a position in Darden Restaurants in Q3 2013 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Darden Restaurants position peaked at $7K in Q4 2013.
  • 444 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.