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Woodmont Investment Counsel’s Darden Restaurants DRI Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-200
Closed -$12K – 297
2016
Q3 		$12K Buy
+200
New +$12.4K ﹤0.01% 439
2016
Q2 		– Sell
-200
Closed -$13K – 251
2016
Q1 		$13K Hold
200
– – ﹤0.01% 392
2015
Q4 		$13K Sell
200
-24
-11% -$1.39K ﹤0.01% 399
2015
Q3 		$14K Hold
224
– – ﹤0.01% 388
2015
Q2 		$14K Buy
+224
New +$13.3K ﹤0.01% 393

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
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

Woodmont Investment Counsel's DRI Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Darden Restaurants (DRI) in Q4 2016, closing a stake of 200 shares — an estimated $12K sold.

Woodmont Investment Counsel first reported a position in DRI in Q2 2015 and held it in 5 quarters. The position peaked at $14K in Q3 2015. 552 funds tracked by Wall St. Rank hold DRI as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Darden Restaurants position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 200 Darden Restaurants shares in Q4 2016, an estimated $12K.
  • Woodmont Investment Counsel first reported a position in Darden Restaurants in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Darden Restaurants position peaked at $14K in Q3 2015.
  • 552 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.