CPA
ESRX

Court Place Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Court Place 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
-2,183
Closed -$207K – 183
2018
Q3 		$207K Buy
+2,183
New +$186K 0.08% 168
2016
Q1 		– Sell
-3,448
Closed -$301K – 140
2015
Q4 		$301K Hold
3,448
– – 0.19% 100
2015
Q3 		$279K Buy
3,448
+663
+24% +$57.7K 0.19% 101
2015
Q2 		$248K Hold
2,785
– – 0.16% 118
2015
Q1 		$242K Hold
2,785
– – 0.15% 121
2014
Q4 		$236K Buy
+2,785
New +$218K 0.15% 122
2014
Q2 		– Sell
-2,785
Closed -$209K – 125
2014
Q1 		$209K Buy
+2,785
New +$209K 0.15% 114

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

Court Place Advisors's ESRX Position: Q4 2018 in Review

Court Place Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,183 shares — an estimated $207K sold.

Court Place Advisors first reported a position in ESRX in Q1 2014 and held it in 7 quarters. The position peaked at $301K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Court Place Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Court Place Advisors sold 2,183 Express Scripts Holding Company shares in Q4 2018, an estimated $207K.
  • Court Place Advisors first reported a position in Express Scripts Holding Company in Q1 2014 and held it in 7 quarters.
  • Court Place Advisors's Express Scripts Holding Company position peaked at $301K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Court Place Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.