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WFG Advisors’s Darden Restaurants DRI Stock Holding History

WFG 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
2014
Q3 		– Sell
-5,593
Closed -$15K – 2106
2014
Q2 		$15K Hold
5,593
– – ﹤0.01% 1366
2014
Q1 		$34K Buy
+5,593
New +$250K 0.01% 1050

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WFG Advisors's DRI Position: Q2 2017 in Review

WFG Advisors opened a new position in Darden Restaurants (DRI) in Q2 2017: 410 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: WFG Advisors previously reported a position in DRI as recently as Q4 2016.

WFG Advisors first reported a position in DRI in Q2 2013 and has held it in 16 quarters since. The position peaked at $3.4M in Q4 2014. 583 funds tracked by Wall St. Rank hold DRI as of Q2 2017.

  • WFG Advisors held 410 shares of Darden Restaurants worth $37K as of Q2 2017.
  • Darden Restaurants was a new WFG Advisors position in Q2 2017.
  • Darden Restaurants made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #777 holding.
  • WFG Advisors first reported a position in Darden Restaurants in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Darden Restaurants position peaked at $3.4M in Q4 2014.
  • 583 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.