Dowling & Yahnke’s Insulet PODD Stock Holding History

Dowling & Yahnke’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
2014 Q3	–	Sell	-5,075	Closed	-$201K	–	274
2014 Q2	$201K	Hold	5,075	–	–	0.03%	262
2014 Q1	$241K	Buy	+5,075	New	+$225K	0.03%	249

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dowling & Yahnke's PODD Position: Q3 2014 in Review

Dowling & Yahnke sold out of Insulet (PODD) in Q3 2014, closing a stake of 5,075 shares — an estimated $201K sold.

Dowling & Yahnke first reported a position in PODD in Q1 2014 and held it in 2 quarters. The position peaked at $241K in Q1 2014. 169 funds tracked by Wall St. Rank hold PODD as of Q3 2014.

Dowling & Yahnke reported no remaining Insulet position as of Q3 2014 after selling out during the quarter.
Dowling & Yahnke sold 5,075 Insulet shares in Q3 2014, an estimated $201K.
Dowling & Yahnke first reported a position in Insulet in Q1 2014 and held it in 2 quarters.
Dowling & Yahnke's Insulet position peaked at $241K in Q1 2014.
169 funds tracked by Wall St. Rank held Insulet as of Q3 2014.

Based on Dowling & Yahnke's 13F filing for Q3 2014, filed 22 Oct 2014.