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Integrated Wealth Management (Palm Desert)’s Darden Restaurants DRI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-72
Closed -$4K – 418
2016
Q3 		$4K Buy
+72
New +$4.46K ﹤0.01% 944
2016
Q2 		– Sell
-32
Closed -$2K – 1310
2016
Q1 		$2K Hold
32
– – ﹤0.01% 986
2015
Q4 		$2K Sell
32
-228
-88% -$13.2K ﹤0.01% 1072
2015
Q3 		$16K Hold
260
– – 0.01% 639
2015
Q2 		$16K Hold
260
– – 0.01% 664
2015
Q1 		$16K Buy
+260
New +$14.6K 0.01% 624

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Integrated Wealth Management (Palm Desert)'s DRI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Darden Restaurants (DRI) in Q4 2016, closing a stake of 72 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DRI in Q1 2015 and held it in 6 quarters. The position peaked at $16K in Q3 2015. 551 funds tracked by Wall St. Rank hold DRI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Darden Restaurants position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 72 Darden Restaurants shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Darden Restaurants in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Darden Restaurants position peaked at $16K in Q3 2015.
  • 551 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.