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Godshalk Welsh Capital Management’s Darden Restaurants DRI Stock Holding History

Godshalk Welsh Capital 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
2016
Q1 		– Sell
-9,100
Closed -$579K – 137
2015
Q4 		$579K Sell
9,100
-2,423
-21% -$141K 0.6% 64
2015
Q3 		$706K Hold
11,523
– – 0.77% 48
2015
Q2 		$732K Sell
11,523
-503
-4% -$29.8K 0.74% 54
2015
Q1 		$745K Hold
12,026
– – 0.76% 52
2014
Q4 		$630K Buy
+12,026
New +$583K 0.57% 67

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State Street
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Godshalk Welsh Capital Management's DRI Position: Q1 2016 in Review

Godshalk Welsh Capital Management sold out of Darden Restaurants (DRI) in Q1 2016, closing a stake of 9,100 shares — an estimated $579K sold.

Godshalk Welsh Capital Management first reported a position in DRI in Q4 2014 and held it in 5 quarters. The position peaked at $745K in Q1 2015. 549 funds tracked by Wall St. Rank hold DRI as of Q1 2016.

  • Godshalk Welsh Capital Management reported no remaining Darden Restaurants position as of Q1 2016 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 9,100 Darden Restaurants shares in Q1 2016, an estimated $579K.
  • Godshalk Welsh Capital Management first reported a position in Darden Restaurants in Q4 2014 and held it in 5 quarters.
  • Godshalk Welsh Capital Management's Darden Restaurants position peaked at $745K in Q1 2015.
  • 549 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2016.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2016, filed 13 May 2016.