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Braver Wealth Management’s Darden Restaurants DRI Stock Holding History

Braver 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
2013
Q4 		– Sell
-13,877
Closed -$574K – 75
2013
Q3 		$574K Buy
13,877
+275
+2% +$11.9K 0.2% 65
2013
Q2 		$614K Buy
+13,602
New +$629K 0.28% 53

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SV
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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braver Wealth Management's DRI Position: Q4 2013 in Review

Braver Wealth Management sold out of Darden Restaurants (DRI) in Q4 2013, closing a stake of 13,877 shares — an estimated $574K sold.

Braver Wealth Management first reported a position in DRI in Q2 2013 and held it in 2 quarters. The position peaked at $614K in Q2 2013. 491 funds tracked by Wall St. Rank hold DRI as of Q4 2013.

  • Braver Wealth Management reported no remaining Darden Restaurants position as of Q4 2013 after selling out during the quarter.
  • Braver Wealth Management sold 13,877 Darden Restaurants shares in Q4 2013, an estimated $574K.
  • Braver Wealth Management first reported a position in Darden Restaurants in Q2 2013 and held it in 2 quarters.
  • Braver Wealth Management's Darden Restaurants position peaked at $614K in Q2 2013.
  • 491 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2013.

Based on Braver Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.