AB
ESRX

Atlas Brown’s Express Scripts Holding Company ESRX Stock Holding History

Atlas Brown’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
-2,620
Closed -$249K – 148
2018
Q3 		$249K Hold
2,620
– – 0.15% 131
2018
Q2 		$211K Buy
+2,620
New +$197K 0.05% 137
2018
Q1 		– Sell
-2,620
Closed -$212K – 147
2017
Q4 		$212K Buy
+2,620
New +$168K 0.04% 139
2013
Q3 		– Sell
-4,956
Closed -$306K – 96
2013
Q2 		$306K Buy
+4,956
New +$298K 0.07% 105

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

Atlas Brown's ESRX Position: Q4 2018 in Review

Atlas Brown sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,620 shares — an estimated $249K sold.

Atlas Brown first reported a position in ESRX in Q2 2013 and held it in 4 quarters. The position peaked at $306K in Q2 2013. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Atlas Brown reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Atlas Brown sold 2,620 Express Scripts Holding Company shares in Q4 2018, an estimated $249K.
  • Atlas Brown first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 4 quarters.
  • Atlas Brown's Express Scripts Holding Company position peaked at $306K in Q2 2013.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Atlas Brown's 13F filing for Q4 2018, filed 28 Jan 2019.