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Crestwood Advisors Group’s Darden Restaurants DRI Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-305
Closed -$26K – 225
2017
Q1 		$26K Buy
+305
New +$22.8K ﹤0.01% 340

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State Street
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Bank of New York Mellon
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Ameriprise
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Crestwood Advisors Group's DRI Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Darden Restaurants (DRI) in Q2 2017, closing a stake of 305 shares — an estimated $26K sold.

Crestwood Advisors Group first reported a position in DRI in Q1 2017 and held it in 1 quarter. The position peaked at $26K in Q1 2017. 583 funds tracked by Wall St. Rank hold DRI as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Darden Restaurants position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 305 Darden Restaurants shares in Q2 2017, an estimated $26K.
  • Crestwood Advisors Group first reported a position in Darden Restaurants in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Darden Restaurants position peaked at $26K in Q1 2017.
  • 583 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.