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Simply Money Advisors’s Darden Restaurants DRI Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-260
Closed -$12K – 183
2013
Q2 		$12K Buy
+260
New +$12K ﹤0.01% 143

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BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simply Money Advisors's DRI Position: Q3 2013 in Review

Simply Money Advisors sold out of Darden Restaurants (DRI) in Q3 2013, closing a stake of 260 shares — an estimated $12K sold.

Simply Money Advisors first reported a position in DRI in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 482 funds tracked by Wall St. Rank hold DRI as of Q3 2013.

  • Simply Money Advisors reported no remaining Darden Restaurants position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 260 Darden Restaurants shares in Q3 2013, an estimated $12K.
  • Simply Money Advisors first reported a position in Darden Restaurants in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Darden Restaurants position peaked at $12K in Q2 2013.
  • 482 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.