Cahill Financial Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Cahill Financial 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	-3,913	Closed	-$372K	–	159
2018 Q3	$372K	Sell	3,913 -3,400	-46%	-$290K	0.16%	120
2018 Q2	$565K	Hold	7,313	–	–	0.26%	92
2018 Q1	$506K	Hold	7,313	–	–	0.24%	95
2017 Q4	$546K	Hold	7,313	–	–	0.27%	91
2017 Q3	$464K	Hold	7,313	–	–	0.25%	93
2017 Q2	$467K	Buy	7,313 +6	+0.1%	+$377	0.26%	92
2017 Q1	$482K	Hold	7,307	–	–	0.28%	83
2016 Q4	$503K	Hold	7,307	–	–	0.31%	75
2016 Q3	$516K	Hold	7,307	–	–	0.34%	73
2016 Q2	$554K	Buy	+7,307	New	+$537K	0.39%	66

Other funds holding ESRX

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

ECM

Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $2.22B AUM 32.92% 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 $914M AUM

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Cahill Financial Advisors's ESRX Position: Q4 2018 in Review

Cahill Financial Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,913 shares — an estimated $372K sold.

Cahill Financial Advisors first reported a position in ESRX in Q2 2016 and held it in 10 quarters. The position peaked at $565K in Q2 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Cahill Financial Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Cahill Financial Advisors sold 3,913 Express Scripts Holding Company shares in Q4 2018, an estimated $372K.
Cahill Financial Advisors first reported a position in Express Scripts Holding Company in Q2 2016 and held it in 10 quarters.
Cahill Financial Advisors's Express Scripts Holding Company position peaked at $565K in Q2 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Cahill Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.