Index Management Solutions’s Darden Restaurants DRI Stock Holding History

Index Management Solutions’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 Q3	$12K	Sell	215 -80	-27%	-$5.08K	0.01%	496
2015 Q2	$19K	Buy	+295	New	+$17.5K	0.02%	499
2015 Q1	–	Sell	-1,779	Closed	-$93K	–	792
2014 Q4	$93K	Buy	1,779 +3	+0.2%	+$145	0.01%	256
2014 Q3	$82K	Sell	1,776 -25,719	-94%	-$1.09M	0.01%	765
2014 Q2	$1.14M	Buy	27,495 +4,810	+21%	+$213K	0.14%	127
2014 Q1	$1.03M	Buy	22,685 +21,313	+1,553%	+$953K	0.17%	127
2013 Q4	$67K	Buy	1,372 +116	+9%	+$5.37K	0.02%	362
2013 Q3	$52K	Buy	+1,256	New	+$54.6K	0.02%	430

Other funds holding DRI

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Index Management Solutions's DRI Position: Q3 2015 in Review

Index Management Solutions reduced its Darden Restaurants (DRI) stake by 27% in Q3 2015, selling an estimated $5.08K and leaving 215 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #496.

Index Management Solutions first reported a position in DRI in Q3 2013 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2014. 548 funds tracked by Wall St. Rank hold DRI as of Q3 2015.

Index Management Solutions held 215 shares of Darden Restaurants worth $12K as of Q3 2015.
Index Management Solutions sold 80 Darden Restaurants shares in Q3 2015, an estimated $5.08K.
Darden Restaurants made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #496 holding.
Index Management Solutions first reported a position in Darden Restaurants in Q3 2013 and has held it in 8 quarters since.
Index Management Solutions's Darden Restaurants position peaked at $1.14M in Q2 2014.
548 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.