BWA
ESRX

BDO Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History

BDO 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
-1,552
Closed -$147K – 655
2018
Q3 		$147K Sell
1,552
-87
-5% -$7.42K 0.05% 183
2018
Q2 		$127K Buy
1,639
+910
+125% +$68.3K 0.04% 197
2018
Q1 		$50K Buy
729
+559
+329% +$42.6K 0.02% 254
2017
Q4 		$13K Hold
170
– – 0.01% 322
2017
Q3 		$11K Sell
170
-559
-77% -$34.7K 0.01% 306
2017
Q2 		$47K Buy
+729
New +$45.8K 0.02% 242

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

BDO Wealth Advisors's ESRX Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,552 shares — an estimated $147K sold.

BDO Wealth Advisors first reported a position in ESRX in Q2 2017 and held it in 6 quarters. The position peaked at $147K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • BDO Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,552 Express Scripts Holding Company shares in Q4 2018, an estimated $147K.
  • BDO Wealth Advisors first reported a position in Express Scripts Holding Company in Q2 2017 and held it in 6 quarters.
  • BDO Wealth Advisors's Express Scripts Holding Company position peaked at $147K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.