SHJ
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Sharkey, Howes & Javer’s Darden Restaurants DRI Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-56
Closed -$3K – 203
2015
Q1 		$3K Buy
+56
New +$3.13K ﹤0.01% 197

Other funds holding DRI

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sharkey, Howes & Javer's DRI Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Darden Restaurants (DRI) in Q2 2015, closing a stake of 56 shares — an estimated $3K sold.

Sharkey, Howes & Javer first reported a position in DRI in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 545 funds tracked by Wall St. Rank hold DRI as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Darden Restaurants position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 56 Darden Restaurants shares in Q2 2015, an estimated $3K.
  • Sharkey, Howes & Javer first reported a position in Darden Restaurants in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Darden Restaurants position peaked at $3K in Q1 2015.
  • 545 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.