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Counsel Portfolio Services’s Darden Restaurants DRI Stock Holding History

Counsel Portfolio 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
2014
Q1 		– Sell
-7,719
Closed -$375K – 311
2013
Q4 		$375K Hold
7,719
– – 0.04% 266
2013
Q3 		$319 Hold
7,719
– – 0.02% 260
2013
Q2 		$348K Buy
+7,719
New +$357K 0.04% 268

Other funds holding DRI

Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Counsel Portfolio Services's DRI Position: Q1 2014 in Review

Counsel Portfolio Services sold out of Darden Restaurants (DRI) in Q1 2014, closing a stake of 7,719 shares — an estimated $375K sold.

Counsel Portfolio Services first reported a position in DRI in Q2 2013 and held it in 3 quarters. The position peaked at $375K in Q4 2013. 467 funds tracked by Wall St. Rank hold DRI as of Q1 2014.

  • Counsel Portfolio Services reported no remaining Darden Restaurants position as of Q1 2014 after selling out during the quarter.
  • Counsel Portfolio Services sold 7,719 Darden Restaurants shares in Q1 2014, an estimated $375K.
  • Counsel Portfolio Services first reported a position in Darden Restaurants in Q2 2013 and held it in 3 quarters.
  • Counsel Portfolio Services's Darden Restaurants position peaked at $375K in Q4 2013.
  • 467 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2014.

Based on Counsel Portfolio Services's 13F filing for Q1 2014, filed 14 May 2014.