AP
ESRX

Atwood & Palmer’s Express Scripts Holding Company ESRX Stock Holding History

Atwood & Palmer’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
-136
Closed -$13K – 343
2018
Q3 		$13K Sell
136
-40
-23% -$3.41K ﹤0.01% 251
2018
Q2 		$14K Buy
176
+40
+29% +$3K ﹤0.01% 250
2018
Q1 		$9K Hold
136
– – ﹤0.01% 257
2017
Q4 		$10K Hold
136
– – ﹤0.01% 253
2017
Q3 		$9K Hold
136
– – ﹤0.01% 260
2017
Q2 		$9K Sell
136
-943
-87% -$59.2K ﹤0.01% 263
2017
Q1 		$71K Sell
1,079
-3,400
-76% -$234K 0.01% 167
2016
Q4 		$308K Buy
4,479
+300
+7% +$21.5K 0.06% 93
2016
Q3 		$295K Hold
4,179
– – 0.05% 95
2016
Q2 		$317K Hold
4,179
– – 0.06% 91
2016
Q1 		$287K Hold
4,179
– – 0.05% 96
2015
Q4 		$365K Hold
4,179
– – 0.07% 100
2015
Q3 		$338K Hold
4,179
– – 0.07% 102
2015
Q2 		$372K Hold
4,179
– – 0.07% 103
2015
Q1 		$363K Sell
4,179
-2,479
-37% -$208K 0.06% 103
2014
Q4 		$564K Hold
6,658
– – 0.11% 87
2014
Q3 		$470K Buy
6,658
+79
+1% +$5.63K 0.09% 95
2014
Q2 		$456K Sell
6,579
-1,079
-14% -$75.9K 0.12% 86
2014
Q1 		$575K Buy
+7,658
New +$573K 0.13% 70

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

Atwood & Palmer's ESRX Position: Q4 2018 in Review

Atwood & Palmer sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 136 shares — an estimated $13K sold.

Atwood & Palmer first reported a position in ESRX in Q1 2014 and held it in 19 quarters. The position peaked at $575K in Q1 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Atwood & Palmer reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Atwood & Palmer sold 136 Express Scripts Holding Company shares in Q4 2018, an estimated $13K.
  • Atwood & Palmer first reported a position in Express Scripts Holding Company in Q1 2014 and held it in 19 quarters.
  • Atwood & Palmer's Express Scripts Holding Company position peaked at $575K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Atwood & Palmer's 13F filing for Q4 2018, filed 1 Feb 2019.