Winslow Evans & Crocker’s Darden Restaurants DRI Stock Holding History

Winslow Evans & Crocker’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
2017 Q1	–	Sell	-180	Closed	-$13.1K	–	1245
2016 Q4	$13.1K	Hold	180	–	–	﹤0.01%	819
2016 Q3	$11K	Hold	180	–	–	﹤0.01%	880
2016 Q2	$11.4K	Sell	180 -100	-36%	-$6.54K	﹤0.01%	839
2016 Q1	$18.6K	Hold	280	–	–	0.01%	720
2015 Q4	$17.8K	Sell	280 -33	-11%	-$1.92K	0.01%	774
2015 Q3	$19.2K	Sell	313 -67	-18%	-$4.25K	0.01%	735
2015 Q2	$24.2K	Hold	380	–	–	0.01%	718
2015 Q1	$23.6K	Buy	380 +268	+239%	+$15K	0.01%	694
2014 Q4	$5.86K	Hold	112	–	–	﹤0.01%	1003
2014 Q3	$5.15K	Hold	112	–	–	﹤0.01%	1086
2014 Q2	$4.63K	Sell	112 -224	-67%	-$9.92K	﹤0.01%	1049
2014 Q1	$15.2K	Sell	336 -4,251	-93%	-$190K	0.01%	737
2013 Q4	$223K	Buy	+4,587	New	+$212K	0.08%	269

Other funds holding DRI

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Winslow Evans & Crocker's DRI Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of Darden Restaurants (DRI) in Q1 2017, closing a stake of 180 shares — an estimated $13.1K sold.

Winslow Evans & Crocker first reported a position in DRI in Q4 2013 and held it in 13 quarters. The position peaked at $223K in Q4 2013. 581 funds tracked by Wall St. Rank hold DRI as of Q1 2017.

Winslow Evans & Crocker reported no remaining Darden Restaurants position as of Q1 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 180 Darden Restaurants shares in Q1 2017, an estimated $13.1K.
Winslow Evans & Crocker first reported a position in Darden Restaurants in Q4 2013 and held it in 13 quarters.
Winslow Evans & Crocker's Darden Restaurants position peaked at $223K in Q4 2013.
581 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.