CWM
ESRX

Cornerstone Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Cornerstone Wealth 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
-261,222
Closed -$4.41M – 1304
2018
Q3 		$4.41M Sell
261,222
-31,008
-11% -$2.64M 0.06% 320
2018
Q2 		$3.75M Buy
292,230
+288,356
+7,443% +$21.6M 0.04% 380
2018
Q1 		$263K Sell
3,874
-963
-20% -$73.5K 0.05% 315
2017
Q4 		$370K Buy
4,837
+426
+10% +$27.2K 0.07% 270
2017
Q3 		$262K Sell
4,411
-746
-14% -$46.4K 0.05% 305
2017
Q2 		$321K Buy
5,157
+282
+6% +$17.7K 0.07% 265
2017
Q1 		$324K Buy
4,875
+745
+18% +$51.3K 0.08% 244
2016
Q4 		$287K Sell
4,130
-98
-2% -$7.02K 0.09% 219
2016
Q3 		$296K Buy
+4,228
New +$316K 0.11% 196

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

Cornerstone Wealth Management's ESRX Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 261,222 shares — an estimated $4.41M sold.

Cornerstone Wealth Management first reported a position in ESRX in Q3 2016 and held it in 9 quarters. The position peaked at $4.41M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 261,222 Express Scripts Holding Company shares in Q4 2018, an estimated $4.41M.
  • Cornerstone Wealth Management first reported a position in Express Scripts Holding Company in Q3 2016 and held it in 9 quarters.
  • Cornerstone Wealth Management's Express Scripts Holding Company position peaked at $4.41M in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.