AFWA
ESRX

Ancora Family Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$4.93M Buy
69,889
+1,735
+3% +$130K 1.68% 10
2016
Q2 		$5.17M Buy
68,154
+12,925
+23% +$950K 1.96% 8
2016
Q1 		$3.79M Buy
55,229
+5,450
+11% +$392K 1.55% 14
2015
Q4 		$4.35M Buy
49,779
+3,567
+8% +$306K 1.86% 9
2015
Q3 		$3.74M Buy
+46,212
New +$4.03M 1.56% 10

Other funds holding ESRX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ancora Family Wealth Advisors's ESRX Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Express Scripts Holding Company (ESRX) stake by 2.5% in Q3 2016, buying an estimated $130K and bringing the position to 69,889 shares worth $4.93M. The position accounts for 1.68% of the portfolio, ranked #10.

Ancora Family Wealth Advisors first reported a position in ESRX in Q3 2015 and has held it in 5 quarters since. The position peaked at $5.17M in Q2 2016. 1,150 funds tracked by Wall St. Rank hold ESRX as of Q3 2016.

  • Ancora Family Wealth Advisors held 69,889 shares of Express Scripts Holding Company worth $4.93M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,735 Express Scripts Holding Company shares in Q3 2016, an estimated $130K.
  • Express Scripts Holding Company made up 1.68% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #10 holding.
  • Ancora Family Wealth Advisors first reported a position in Express Scripts Holding Company in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Express Scripts Holding Company position peaked at $5.17M in Q2 2016.
  • 1,150 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.