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

Cranbrook 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	-36	Closed	-$3K	–	269
2018 Q3	$3K	Hold	36	–	–	﹤0.01%	208
2018 Q2	$3K	Hold	36	–	–	﹤0.01%	196
2018 Q1	$2K	Hold	36	–	–	﹤0.01%	205
2017 Q4	$3K	Hold	36	–	–	﹤0.01%	196
2017 Q3	$2K	Hold	36	–	–	﹤0.01%	203
2017 Q2	$2K	Hold	36	–	–	﹤0.01%	209
2017 Q1	$2K	Hold	36	–	–	﹤0.01%	194
2016 Q4	$2K	Hold	36	–	–	﹤0.01%	198
2016 Q3	$3K	Hold	36	–	–	﹤0.01%	185
2016 Q2	$3K	Sell	36 -17	-32%	-$1.25K	﹤0.01%	171
2016 Q1	$4K	Hold	53	–	–	﹤0.01%	179
2015 Q4	$5K	Hold	53	–	–	﹤0.01%	175
2015 Q3	$4K	Hold	53	–	–	﹤0.01%	185
2015 Q2	$5K	Hold	53	–	–	﹤0.01%	186
2015 Q1	$5K	Sell	53 -40	-43%	-$3.35K	﹤0.01%	184
2014 Q4	$8K	Buy	+93	New	+$7.27K	0.01%	174
2014 Q1	–	Sell	-72	Closed	-$5K	–	245
2013 Q4	$5K	Buy	+72	New	+$4.7K	﹤0.01%	188

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

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

Cranbrook Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 36 shares — an estimated $3K sold.

Cranbrook Wealth Management first reported a position in ESRX in Q4 2013 and held it in 17 quarters. The position peaked at $8K in Q4 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Cranbrook Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Cranbrook Wealth Management sold 36 Express Scripts Holding Company shares in Q4 2018, an estimated $3K.
Cranbrook Wealth Management first reported a position in Express Scripts Holding Company in Q4 2013 and held it in 17 quarters.
Cranbrook Wealth Management's Express Scripts Holding Company position peaked at $8K in Q4 2014.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

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