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ParenteBeard Wealth Management’s Darden Restaurants DRI Stock Holding History

ParenteBeard 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
2014
Q1 		– Sell
-31,776
Closed -$1.54M – 105
2013
Q4 		$1.54M Buy
+31,776
New +$1.47M 0.61% 48

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SV
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

ParenteBeard Wealth Management's DRI Position: Q1 2014 in Review

ParenteBeard Wealth Management sold out of Darden Restaurants (DRI) in Q1 2014, closing a stake of 31,776 shares — an estimated $1.54M sold.

ParenteBeard Wealth Management first reported a position in DRI in Q4 2013 and held it in 1 quarter. The position peaked at $1.54M in Q4 2013. 467 funds tracked by Wall St. Rank hold DRI as of Q1 2014.

  • ParenteBeard Wealth Management reported no remaining Darden Restaurants position as of Q1 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 31,776 Darden Restaurants shares in Q1 2014, an estimated $1.54M.
  • ParenteBeard Wealth Management first reported a position in Darden Restaurants in Q4 2013 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Darden Restaurants position peaked at $1.54M in Q4 2013.
  • 467 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q1 2014, filed 23 Apr 2014.