Bruderman Asset Management’s Express Scripts Holding Company ESRX Stock Holding History

Bruderman Asset 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	-130	Closed	-$12K	–	712
2018 Q3	$12K	Hold	130	–	–	﹤0.01%	277
2018 Q2	$10K	Hold	130	–	–	﹤0.01%	300
2018 Q1	$9K	Buy	+130	New	+$9.92K	﹤0.01%	306
2017 Q1	–	Sell	-400	Closed	-$28K	–	349
2016 Q4	$28K	Hold	400	–	–	0.01%	259
2016 Q3	$28K	Hold	400	–	–	0.01%	261
2016 Q2	$30K	Hold	400	–	–	0.01%	240
2016 Q1	$27K	Hold	400	–	–	0.01%	246
2015 Q4	$35K	Hold	400	–	–	0.01%	241
2015 Q3	$32K	Hold	400	–	–	0.01%	247
2015 Q2	$36K	Buy	400 +298	+292%	+$26K	0.01%	251
2015 Q1	$9K	Buy	+102	New	+$8.55K	﹤0.01%	355

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 $1.41B 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

Bruderman Asset Management's ESRX Position: Q4 2018 in Review

Bruderman Asset Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 130 shares — an estimated $12K sold.

Bruderman Asset Management first reported a position in ESRX in Q1 2015 and held it in 11 quarters. The position peaked at $36K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Bruderman Asset Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Bruderman Asset Management sold 130 Express Scripts Holding Company shares in Q4 2018, an estimated $12K.
Bruderman Asset Management first reported a position in Express Scripts Holding Company in Q1 2015 and held it in 11 quarters.
Bruderman Asset Management's Express Scripts Holding Company position peaked at $36K in Q2 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.