Creative Planning
ESRX

Creative Planning’s Express Scripts Holding Company ESRX Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-2,400
Closed -$2K – 4360
2017
Q2 		$2K Buy
2,400
+1,400
+140% +$87.9K ﹤0.01% 4373
2017
Q1 		$1K Sell
1,000
-2,500
-71% -$172K ﹤0.01% 4566
2016
Q4 		$10K Hold
3,500
– – ﹤0.01% 3579
2016
Q3 		$10K Buy
+3,500
New +$262K ﹤0.01% 3553

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 $1.41B 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

Creative Planning's ESRX Position: Q4 2018 in Review

Creative Planning sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 53,808 shares — an estimated $5.11M sold.

Creative Planning first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $6.2M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Creative Planning reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 53,808 Express Scripts Holding Company shares in Q4 2018, an estimated $5.11M.
  • Creative Planning first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Express Scripts Holding Company position peaked at $6.2M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.