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Beaumont Financial Advisors’s Insulet PODD Stock Holding History

Beaumont Financial Advisors’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-18,997
Closed -$597K – 171
2013
Q2 		$597K Buy
+18,997
New +$538K 0.06% 105

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Beaumont Financial Advisors's PODD Position: Q3 2013 in Review

Beaumont Financial Advisors sold out of Insulet (PODD) in Q3 2013, closing a stake of 18,997 shares — an estimated $597K sold.

Beaumont Financial Advisors first reported a position in PODD in Q2 2013 and held it in 1 quarter. The position peaked at $597K in Q2 2013. 154 funds tracked by Wall St. Rank hold PODD as of Q3 2013.

  • Beaumont Financial Advisors reported no remaining Insulet position as of Q3 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 18,997 Insulet shares in Q3 2013, an estimated $597K.
  • Beaumont Financial Advisors first reported a position in Insulet in Q2 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's Insulet position peaked at $597K in Q2 2013.
  • 154 funds tracked by Wall St. Rank held Insulet as of Q3 2013.

Based on Beaumont Financial Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.