WA
PODD icon

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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return