Baystate Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Baystate Wealth Management’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	-598	Closed	-$57K	–	735
2018 Q3	$57K	Hold	598	–	–	0.01%	188
2018 Q2	$48K	Hold	598	–	–	0.01%	193
2018 Q1	$45K	Buy	598 +31	+5%	+$2.37K	0.01%	200
2017 Q4	$46K	Sell	567 -48	-8%	-$3.07K	0.01%	207
2017 Q3	$36K	Buy	615 +27	+5%	+$1.68K	0.01%	214
2017 Q2	$37K	Hold	588	–	–	0.01%	206
2017 Q1	$39K	Buy	588 +36	+7%	+$2.48K	0.01%	200
2016 Q4	$39K	Buy	+552	New	+$39.6K	0.01%	166
2013 Q3	–	Sell	-42	Closed	-$3K	–	258
2013 Q2	$3K	Buy	+42	New	+$2.53K	﹤0.01%	262

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

Baystate Wealth Management's ESRX Position: Q4 2018 in Review

Baystate Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 598 shares — an estimated $57K sold.

Baystate Wealth Management first reported a position in ESRX in Q2 2013 and held it in 9 quarters. The position peaked at $57K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Baystate Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Baystate Wealth Management sold 598 Express Scripts Holding Company shares in Q4 2018, an estimated $57K.
Baystate Wealth Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 9 quarters.
Baystate Wealth Management's Express Scripts Holding Company position peaked at $57K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.