JWBC
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J.W. Burns & Co’s Darden Restaurants DRI Stock Holding History

J.W. Burns & Co’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
2014
Q1 		– Sell
-4,234
Closed -$206K – 151
2013
Q4 		$206K Buy
+4,234
New +$196K 0.07% 146

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SV
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

J.W. Burns & Co's DRI Position: Q1 2014 in Review

J.W. Burns & Co sold out of Darden Restaurants (DRI) in Q1 2014, closing a stake of 4,234 shares — an estimated $206K sold.

J.W. Burns & Co first reported a position in DRI in Q4 2013 and held it in 1 quarter. The position peaked at $206K in Q4 2013. 467 funds tracked by Wall St. Rank hold DRI as of Q1 2014.

  • J.W. Burns & Co reported no remaining Darden Restaurants position as of Q1 2014 after selling out during the quarter.
  • J.W. Burns & Co sold 4,234 Darden Restaurants shares in Q1 2014, an estimated $206K.
  • J.W. Burns & Co first reported a position in Darden Restaurants in Q4 2013 and held it in 1 quarter.
  • J.W. Burns & Co's Darden Restaurants position peaked at $206K in Q4 2013.
  • 467 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2014.

Based on J.W. Burns & Co's 13F filing for Q1 2014, filed 3 Apr 2014.