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PacWest Financial Management’s Darden Restaurants DRI Stock Holding History

PacWest Financial 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
2014
Q3 		– Sell
-5,689
Closed -$235K – 87
2014
Q2 		$235K Buy
5,689
+224
+4% +$9.92K 0.17% 81
2014
Q1 		$248K Buy
5,465
+476
+10% +$21.3K 0.19% 81
2013
Q4 		$242 Buy
+4,989
New +$231K 0.07% 87

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PacWest Financial Management's DRI Position: Q3 2014 in Review

PacWest Financial Management sold out of Darden Restaurants (DRI) in Q3 2014, closing a stake of 5,689 shares — an estimated $235K sold.

PacWest Financial Management first reported a position in DRI in Q4 2013 and held it in 3 quarters. The position peaked at $248K in Q1 2014. 444 funds tracked by Wall St. Rank hold DRI as of Q3 2014.

  • PacWest Financial Management reported no remaining Darden Restaurants position as of Q3 2014 after selling out during the quarter.
  • PacWest Financial Management sold 5,689 Darden Restaurants shares in Q3 2014, an estimated $235K.
  • PacWest Financial Management first reported a position in Darden Restaurants in Q4 2013 and held it in 3 quarters.
  • PacWest Financial Management's Darden Restaurants position peaked at $248K in Q1 2014.
  • 444 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2014.

Based on PacWest Financial Management's 13F filing for Q3 2014, filed 28 Oct 2014.