BRWA
ESRX

B. Riley Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History

B. Riley 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
2018
Q4 		– Sell
-5,059
Closed -$482K – 764
2018
Q3 		$482K Sell
5,059
-1,373
-21% -$117K 0.06% 361
2018
Q2 		$499K Buy
6,432
+490
+8% +$36.8K 0.07% 324
2018
Q1 		$412K Sell
5,942
-4,209
-41% -$321K 0.06% 359
2017
Q4 		$760K Buy
10,151
+4,275
+73% +$273K 0.1% 221
2017
Q3 		$374K Sell
5,876
-2,063
-26% -$128K 0.06% 327
2017
Q2 		$510K Buy
7,939
+115
+1% +$7.22K 0.09% 248
2017
Q1 		$518K Buy
7,824
+339
+5% +$23.3K 0.1% 228
2016
Q4 		$517K Sell
7,485
-304
-4% -$21.8K 0.11% 223
2016
Q3 		$551K Sell
7,789
-484
-6% -$36.2K 0.11% 236
2016
Q2 		$629K Buy
8,273
+904
+12% +$66.5K 0.13% 207
2016
Q1 		$506K Buy
7,369
+232
+3% +$16.7K 0.12% 222
2015
Q4 		$626K Buy
7,137
+20
+0.3% +$1.71K 0.13% 197
2015
Q3 		$580K Buy
7,117
+1,732
+32% +$151K 0.14% 205
2015
Q2 		$480K Sell
5,385
-2,395
-31% -$209K 0.12% 220
2015
Q1 		$675K Sell
7,780
-5,242
-40% -$440K 0.16% 159
2014
Q4 		$5.11K Buy
13,022
+5,117
+65% +$400K 0.11% 242
2014
Q3 		$558K Sell
7,905
-1,084
-12% -$77.2K 0.15% 184
2014
Q2 		$392K Buy
8,989
+7,096
+375% +$499K 0.09% 239
2014
Q1 		$142K Sell
1,893
-699
-27% -$52.3K 0.04% 510
2013
Q4 		$182K Sell
2,592
-219
-8% -$14.3K 0.06% 374
2013
Q3 		$174K Buy
2,811
+1,003
+55% +$64.9K 0.06% 384
2013
Q2 		$112K Buy
+1,808
New +$109K 0.04% 516

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 $1.59B 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

B. Riley Wealth Advisors's ESRX Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 5,059 shares — an estimated $482K sold.

B. Riley Wealth Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $760K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,059 Express Scripts Holding Company shares in Q4 2018, an estimated $482K.
  • B. Riley Wealth Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Express Scripts Holding Company position peaked at $760K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.