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First Allied Advisory Services’s Insulet PODD Stock Holding History

First Allied Advisory Services’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
-5,378
Closed -$213K – 1091
2014
Q2 		$213K Buy
+5,378
New +$207K 0.02% 864

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Allied Advisory Services's PODD Position: Q3 2014 in Review

First Allied Advisory Services sold out of Insulet (PODD) in Q3 2014, closing a stake of 5,378 shares — an estimated $213K sold.

First Allied Advisory Services first reported a position in PODD in Q2 2014 and held it in 1 quarter. The position peaked at $213K in Q2 2014. 169 funds tracked by Wall St. Rank hold PODD as of Q3 2014.

  • First Allied Advisory Services reported no remaining Insulet position as of Q3 2014 after selling out during the quarter.
  • First Allied Advisory Services sold 5,378 Insulet shares in Q3 2014, an estimated $213K.
  • First Allied Advisory Services first reported a position in Insulet in Q2 2014 and held it in 1 quarter.
  • First Allied Advisory Services's Insulet position peaked at $213K in Q2 2014.
  • 169 funds tracked by Wall St. Rank held Insulet as of Q3 2014.

Based on First Allied Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.