AIS
ESRX

Accurate Investment Solutions’s Express Scripts Holding Company ESRX Stock Holding History

Accurate Investment Solutions’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-190
Closed -$18K – 402
2018
Q3 		$18K Sell
190
-116
-38% -$9.89K 0.01% 188
2018
Q2 		$24K Hold
306
– – 0.02% 201
2018
Q1 		$21K Buy
306
+116
+61% +$8.85K 0.02% 204
2017
Q4 		$14K Hold
190
– – 0.01% 227
2017
Q3 		$12K Hold
190
– – 0.01% 245
2017
Q2 		$12K Sell
190
-6
-3% -$377 0.01% 213
2017
Q1 		$13K Hold
196
– – 0.01% 195
2016
Q4 		$13K Hold
196
– – 0.01% 198
2016
Q3 		$14K Hold
196
– – 0.01% 188
2016
Q2 		$15K Sell
196
-2,540
-93% -$187K 0.02% 178
2016
Q1 		$188K Buy
2,736
+2,540
+1,296% +$183K 0.18% 52
2015
Q4 		$17K Buy
+196
New +$16.8K 0.02% 176

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
MYAM
Meiji Yasuda Asset Management Tokyo, Japan $2B AUM 22.52% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Accurate Investment Solutions's ESRX Position: Q4 2018 in Review

Accurate Investment Solutions sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 190 shares — an estimated $18K sold.

Accurate Investment Solutions first reported a position in ESRX in Q4 2015 and held it in 12 quarters. The position peaked at $188K in Q1 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Accurate Investment Solutions reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 190 Express Scripts Holding Company shares in Q4 2018, an estimated $18K.
  • Accurate Investment Solutions first reported a position in Express Scripts Holding Company in Q4 2015 and held it in 12 quarters.
  • Accurate Investment Solutions's Express Scripts Holding Company position peaked at $188K in Q1 2016.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Accurate Investment Solutions's 13F filing for Q4 2018, filed 11 Jan 2019.