Creative Financial Designs’s Express Scripts Holding Company ESRX Stock Holding History

Creative Financial Designs’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	-86	Closed	-$8K	–	805
2018 Q3	$8K	Buy	86 +57	+197%	+$4.86K	﹤0.01%	465
2018 Q2	$2K	Sell	29 -206	-88%	-$15.5K	﹤0.01%	680
2018 Q1	$16K	Hold	235	–	–	0.01%	363
2017 Q4	$18K	Hold	235	–	–	0.01%	334
2017 Q3	$15K	Hold	235	–	–	0.01%	372
2017 Q2	$15K	Hold	235	–	–	0.01%	366
2017 Q1	$15K	Buy	235 +206	+710%	+$14.2K	0.01%	361
2016 Q4	$2K	Buy	+29	New	+$2.08K	﹤0.01%	624

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

Creative Financial Designs's ESRX Position: Q4 2018 in Review

Creative Financial Designs sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 86 shares — an estimated $8K sold.

Creative Financial Designs first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $18K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Creative Financial Designs reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Creative Financial Designs sold 86 Express Scripts Holding Company shares in Q4 2018, an estimated $8K.
Creative Financial Designs first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
Creative Financial Designs's Express Scripts Holding Company position peaked at $18K in Q4 2017.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Creative Financial Designs's 13F filing for Q4 2018, filed 24 Jan 2019.