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Elite Wealth Management’s Darden Restaurants DRI Stock Holding History

Elite 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
2014
Q2 		– Sell
-1,336
Closed -$61K – 463
2014
Q1 		$61K Sell
1,336
-536
-29% -$24K 0.05% 111
2013
Q4 		$91K Sell
1,872
-17,801
-90% -$824K 0.07% 109
2013
Q3 		$814K Buy
+19,673
New +$854K 0.72% 36

Other funds holding DRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Elite Wealth Management's DRI Position: Q2 2014 in Review

Elite Wealth Management sold out of Darden Restaurants (DRI) in Q2 2014, closing a stake of 1,336 shares — an estimated $61K sold.

Elite Wealth Management first reported a position in DRI in Q3 2013 and held it in 3 quarters. The position peaked at $814K in Q3 2013. 464 funds tracked by Wall St. Rank hold DRI as of Q2 2014.

  • Elite Wealth Management reported no remaining Darden Restaurants position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,336 Darden Restaurants shares in Q2 2014, an estimated $61K.
  • Elite Wealth Management first reported a position in Darden Restaurants in Q3 2013 and held it in 3 quarters.
  • Elite Wealth Management's Darden Restaurants position peaked at $814K in Q3 2013.
  • 464 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.