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WFG Advisors’s Insulet PODD Stock Holding History

WFG 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
2017
Q1 		– Sell
-75
Closed -$3K – 1620
2016
Q4 		$3K Buy
+75
New +$2.79K ﹤0.01% 1365
2015
Q1 		– Sell
-200
Closed -$9K – 1998
2014
Q4 		$9K Hold
200
– – ﹤0.01% 1500
2014
Q3 		$7K Sell
200
-150
-43% -$5.48K ﹤0.01% 1584
2014
Q2 		$14K Sell
350
-200
-36% -$7.69K ﹤0.01% 1389
2014
Q1 		$26K Buy
+550
New +$24.3K 0.01% 1159

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

WFG Advisors's PODD Position: Q1 2017 in Review

WFG Advisors sold out of Insulet (PODD) in Q1 2017, closing a stake of 75 shares — an estimated $3K sold.

WFG Advisors first reported a position in PODD in Q1 2014 and held it in 5 quarters. The position peaked at $26K in Q1 2014. 154 funds tracked by Wall St. Rank hold PODD as of Q1 2017.

  • WFG Advisors reported no remaining Insulet position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 75 Insulet shares in Q1 2017, an estimated $3K.
  • WFG Advisors first reported a position in Insulet in Q1 2014 and held it in 5 quarters.
  • WFG Advisors's Insulet position peaked at $26K in Q1 2014.
  • 154 funds tracked by Wall St. Rank held Insulet as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.