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LBA Wealth Management’s Darden Restaurants DRI Stock Holding History

LBA Wealth Management’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 		$832K Buy
9,940
+1,175
+13% +$88K 0.44% 42
2016
Q4 		$637K Sell
8,765
-475
-5% -$33K 0.35% 51
2016
Q3 		$567K Sell
9,240
-35
-0.4% -$2.17K 0.32% 55
2016
Q2 		$587K Buy
9,275
+700
+8% +$45.8K 0.33% 53
2016
Q1 		$569K Buy
8,575
+10
+0.1% +$633 0.33% 53
2015
Q4 		$545K Sell
8,565
-485
-5% -$28.2K 0.31% 55
2015
Q3 		$554K Sell
9,050
-1,108
-11% -$70.3K 0.35% 47
2015
Q2 		$645K Buy
10,158
+325
+3% +$19.2K 0.4% 42
2015
Q1 		$609K Buy
9,833
+1,370
+16% +$76.7K 0.38% 46
2014
Q4 		$444K Buy
8,463
+3,552
+72% +$172K 0.29% 53
2014
Q3 		$226K Sell
4,911
-392
-7% -$16.6K 0.16% 74
2014
Q2 		$219K Sell
5,303
-251
-5% -$11.1K 0.18% 76
2014
Q1 		$252K Buy
5,554
+1,146
+26% +$51.2K 0.21% 69
2013
Q4 		$214K Buy
+4,408
New +$204K 0.18% 73

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

LBA Wealth Management's DRI Position: Q1 2017 in Review

LBA Wealth Management increased its Darden Restaurants (DRI) stake by 13% in Q1 2017, buying an estimated $88K and bringing the position to 9,940 shares worth $832K. The position accounts for 0.44% of the portfolio, ranked #42.

LBA Wealth Management first reported a position in DRI in Q4 2013 and has held it in 14 quarters since. 581 funds tracked by Wall St. Rank hold DRI as of Q1 2017.

  • LBA Wealth Management held 9,940 shares of Darden Restaurants worth $832K as of Q1 2017.
  • LBA Wealth Management bought 1,175 Darden Restaurants shares in Q1 2017, an estimated $88K.
  • Darden Restaurants made up 0.44% of LBA Wealth Management's portfolio in Q1 2017, its #42 holding.
  • LBA Wealth Management first reported a position in Darden Restaurants in Q4 2013 and has held it in 14 quarters since.
  • 581 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.