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Independent Portfolio Consultants’s Darden Restaurants DRI Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-16
Closed -$1K – 829
2016
Q4 		$1K Buy
+16
New +$1.11K ﹤0.01% 765
2015
Q3 		– Sell
-386
Closed -$25K – 802
2015
Q2 		$25K Buy
386
+364
+1,655% +$21.5K 0.01% 694
2015
Q1 		$1K Buy
+22
New +$1.23K ﹤0.01% 922
2014
Q3 		– Sell
-408
Closed -$17K – 857
2014
Q2 		$17K Buy
+408
New +$18.1K ﹤0.01% 788

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Independent Portfolio Consultants's DRI Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Darden Restaurants (DRI) in Q1 2017, closing a stake of 16 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in DRI in Q2 2014 and held it in 4 quarters. The position peaked at $25K in Q2 2015. 581 funds tracked by Wall St. Rank hold DRI as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Darden Restaurants position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 16 Darden Restaurants shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Darden Restaurants in Q2 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Darden Restaurants position peaked at $25K in Q2 2015.
  • 581 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.