Avantax Planning Partners’s Express Scripts Holding Company ESRX Stock Holding History

Avantax Planning Partners’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	-3,813	Closed	-$362K	–	1434
2018 Q3	$362K	Buy	3,813 +489	+15%	+$41.7K	0.03%	173
2018 Q2	$257K	Sell	3,324 -542	-14%	-$40.7K	0.02%	199
2018 Q1	$268K	Buy	+3,866	New	+$295K	0.02%	246
2017 Q4	–	Sell	-4,612	Closed	-$292K	–	369
2017 Q3	$292K	Sell	4,612 -150	-3%	-$9.32K	0.02%	279
2017 Q2	$304K	Buy	4,762 +38	+0.8%	+$2.39K	0.03%	253
2017 Q1	$311K	Sell	4,724 -146	-3%	-$10K	0.03%	236
2016 Q4	$335K	Buy	+4,870	New	+$349K	0.04%	212

Other funds holding ESRX

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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

Avantax Planning Partners's ESRX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,813 shares — an estimated $362K sold.

Avantax Planning Partners first reported a position in ESRX in Q4 2016 and held it in 7 quarters. The position peaked at $362K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Avantax Planning Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 3,813 Express Scripts Holding Company shares in Q4 2018, an estimated $362K.
Avantax Planning Partners first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's Express Scripts Holding Company position peaked at $362K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.