Pinnacle Summer Investments’s Darden Restaurants DRI Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	–	Sell	-441	Closed	-$27K	–	835
2015 Q3	$27K	Buy	+441	New	+$28K	﹤0.01%	577
2015 Q2	–	Sell	-564	Closed	-$35K	–	790
2015 Q1	$35K	Hold	564	–	–	﹤0.01%	568
2014 Q4	$30K	Hold	564	–	–	﹤0.01%	596
2014 Q3	$26K	Hold	564	–	–	﹤0.01%	631
2014 Q2	$23K	Hold	564	–	–	﹤0.01%	627
2014 Q1	$25K	Hold	564	–	–	﹤0.01%	550
2013 Q4	$27K	Hold	564	–	–	﹤0.01%	552
2013 Q3	$23K	Hold	564	–	–	﹤0.01%	534
2013 Q2	$25K	Buy	+564	New	+$26.1K	0.01%	470

Other funds holding DRI

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Summer Investments's DRI Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Darden Restaurants (DRI) in Q4 2015, closing a stake of 441 shares — an estimated $27K sold.

Pinnacle Summer Investments first reported a position in DRI in Q2 2013 and held it in 9 quarters. The position peaked at $35K in Q1 2015. 532 funds tracked by Wall St. Rank hold DRI as of Q4 2015.

Pinnacle Summer Investments reported no remaining Darden Restaurants position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 441 Darden Restaurants shares in Q4 2015, an estimated $27K.
Pinnacle Summer Investments first reported a position in Darden Restaurants in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's Darden Restaurants position peaked at $35K in Q1 2015.
532 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.