BFC
ESRX

Bedel Financial Consulting’s Express Scripts Holding Company ESRX Stock Holding History

Bedel Financial Consulting’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
-9,080
Closed -$873K – 738
2018
Q3 		$873K Hold
9,080
– – 0.58% 29
2018
Q2 		$701K Sell
9,080
-7
-0.1% -$525 0.52% 36
2018
Q1 		$628K Hold
9,087
– – 0.48% 40
2017
Q4 		$678K Buy
+9,087
New +$581K 0.61% 35

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

Bedel Financial Consulting's ESRX Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 9,080 shares — an estimated $873K sold.

Bedel Financial Consulting first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $873K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 9,080 Express Scripts Holding Company shares in Q4 2018, an estimated $873K.
  • Bedel Financial Consulting first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Bedel Financial Consulting's Express Scripts Holding Company position peaked at $873K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.