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Frontier Wealth Management’s Darden Restaurants DRI Stock Holding History

Frontier 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
2015
Q2 		– Sell
-39,696
Closed -$2.46M – 358
2015
Q1 		$2.46M Buy
39,696
+654
+2% +$36.6K 0.4% 46
2014
Q4 		$2.05M Buy
+39,042
New +$1.89M 0.39% 44

Other funds holding DRI

SV
Starboard Value New York $4.52B AUM 19.34% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Frontier Wealth Management's DRI Position: Q2 2015 in Review

Frontier Wealth Management sold out of Darden Restaurants (DRI) in Q2 2015, closing a stake of 39,696 shares — an estimated $2.46M sold.

Frontier Wealth Management first reported a position in DRI in Q4 2014 and held it in 2 quarters. The position peaked at $2.46M in Q1 2015. 545 funds tracked by Wall St. Rank hold DRI as of Q2 2015.

  • Frontier Wealth Management reported no remaining Darden Restaurants position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 39,696 Darden Restaurants shares in Q2 2015, an estimated $2.46M.
  • Frontier Wealth Management first reported a position in Darden Restaurants in Q4 2014 and held it in 2 quarters.
  • Frontier Wealth Management's Darden Restaurants position peaked at $2.46M in Q1 2015.
  • 545 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.