Clear Perspective Advisors’s Insulet PODD Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-1,155	Closed	-$99K	–	360
2018 Q2	$99K	Hold	1,155	–	–	0.07%	190
2018 Q1	$100K	Hold	1,155	–	–	0.07%	192
2017 Q4	$80K	Hold	1,155	–	–	0.06%	204
2017 Q3	$64K	Hold	1,155	–	–	0.05%	215
2017 Q2	$59K	Hold	1,155	–	–	0.05%	206
2017 Q1	$50K	Hold	1,155	–	–	0.03%	213
2016 Q4	$44K	Buy	+1,155	New	+$43K	0.03%	211

Other funds holding PODD

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Clear Perspective Advisors's PODD Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Insulet (PODD) in Q3 2018, closing a stake of 1,155 shares — an estimated $99K sold.

Clear Perspective Advisors first reported a position in PODD in Q4 2016 and held it in 7 quarters. The position peaked at $100K in Q1 2018. 237 funds tracked by Wall St. Rank hold PODD as of Q3 2018.

Clear Perspective Advisors reported no remaining Insulet position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,155 Insulet shares in Q3 2018, an estimated $99K.
Clear Perspective Advisors first reported a position in Insulet in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Insulet position peaked at $100K in Q1 2018.
237 funds tracked by Wall St. Rank held Insulet as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.