BWA
ESRX

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

Burt 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
-1,463
Closed -$139K – 413
2018
Q3 		$139K Hold
1,463
– – 0.06% 112
2018
Q2 		$113K Hold
1,463
– – 0.05% 118
2018
Q1 		$101K Hold
1,463
– – 0.05% 122
2017
Q4 		$109K Sell
1,463
-59
-4% -$3.77K 0.07% 120
2017
Q3 		$96K Sell
1,522
-174
-10% -$10.8K 0.06% 128
2017
Q2 		$108K Buy
1,696
+174
+11% +$10.9K 0.07% 115
2017
Q1 		$100K Hold
1,522
– – 0.07% 111
2016
Q4 		$105K Sell
1,522
-38
-2% -$2.72K 0.09% 111
2016
Q3 		$110K Sell
1,560
-75
-5% -$5.61K 0.12% 94
2016
Q2 		$123K Sell
1,635
-39
-2% -$2.87K 0.14% 84
2016
Q1 		$115K Buy
1,674
+39
+2% +$2.8K 0.1% 96
2015
Q4 		$142K Hold
1,635
– – 0.11% 80
2015
Q3 		$132K Buy
1,635
+75
+5% +$6.53K 0.16% 71
2015
Q2 		$138K Hold
1,560
– – 0.15% 79
2015
Q1 		$135K Hold
1,560
– – 0.14% 73
2014
Q4 		$132K Buy
+1,560
New +$122K 0.14% 81

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

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

Burt Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,463 shares — an estimated $139K sold.

Burt Wealth Advisors first reported a position in ESRX in Q4 2014 and held it in 16 quarters. The position peaked at $142K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,463 Express Scripts Holding Company shares in Q4 2018, an estimated $139K.
  • Burt Wealth Advisors first reported a position in Express Scripts Holding Company in Q4 2014 and held it in 16 quarters.
  • Burt Wealth Advisors's Express Scripts Holding Company position peaked at $142K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

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