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Greenwood Capital Associates’s Darden Restaurants DRI Stock Holding History

Greenwood Capital Associates’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
Q3 		– Sell
-4,000
Closed -$253K – 165
2016
Q2 		$253K Buy
4,000
+685
+21% +$44.8K 0.08% 136
2016
Q1 		$220K Buy
3,315
+5
+0.2% +$316 0.07% 152
2015
Q4 		$211K Sell
3,310
-371
-10% -$21.6K 0.07% 151
2015
Q3 		$225K Sell
3,681
-16
-0.4% -$1.01K 0.08% 138
2015
Q2 		$234K Buy
3,697
+39
+1% +$2.31K 0.07% 137
2015
Q1 		$226K Buy
+3,658
New +$205K 0.06% 139

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BFA
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greenwood Capital Associates's DRI Position: Q3 2016 in Review

Greenwood Capital Associates sold out of Darden Restaurants (DRI) in Q3 2016, closing a stake of 4,000 shares — an estimated $253K sold.

Greenwood Capital Associates first reported a position in DRI in Q1 2015 and held it in 6 quarters. The position peaked at $253K in Q2 2016. 527 funds tracked by Wall St. Rank hold DRI as of Q3 2016.

  • Greenwood Capital Associates reported no remaining Darden Restaurants position as of Q3 2016 after selling out during the quarter.
  • Greenwood Capital Associates sold 4,000 Darden Restaurants shares in Q3 2016, an estimated $253K.
  • Greenwood Capital Associates first reported a position in Darden Restaurants in Q1 2015 and held it in 6 quarters.
  • Greenwood Capital Associates's Darden Restaurants position peaked at $253K in Q2 2016.
  • 527 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2016.

Based on Greenwood Capital Associates's 13F filing for Q3 2016, filed 14 Nov 2016.