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Pathway Financial Advisors’s Darden Restaurants DRI Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-624
Closed -$67K – 164
2018
Q2 		$67K Hold
624
– – 0.04% 203
2018
Q1 		$53K Hold
624
– – 0.03% 247
2017
Q4 		$60K Buy
+624
New +$52.7K 0.03% 234

Other funds holding DRI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pathway Financial Advisors's DRI Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Darden Restaurants (DRI) in Q3 2018, closing a stake of 624 shares — an estimated $67K sold.

Pathway Financial Advisors first reported a position in DRI in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q2 2018. 646 funds tracked by Wall St. Rank hold DRI as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Darden Restaurants position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 624 Darden Restaurants shares in Q3 2018, an estimated $67K.
  • Pathway Financial Advisors first reported a position in Darden Restaurants in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Darden Restaurants position peaked at $67K in Q2 2018.
  • 646 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.