DAS
ESRX

Dynamic Advisor Solutions’s Express Scripts Holding Company ESRX Stock Holding History

Dynamic Advisor Solutions’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
-2,955
Closed -$281K – 457
2018
Q3 		$281K Buy
2,955
+249
+9% +$21.2K 0.06% 322
2018
Q2 		$208K Buy
+2,706
New +$203K 0.05% 370
2016
Q4 		– Sell
-15,534
Closed -$1.1M – 251
2016
Q3 		$1.1M Sell
15,534
-7,062
-31% -$528K 0.42% 70
2016
Q2 		$1.71M Sell
22,596
-253
-1% -$18.6K 0.69% 45
2016
Q1 		$1.57M Sell
22,849
-257
-1% -$18.5K 0.67% 45
2015
Q4 		$2.02M Buy
23,106
+1,012
+5% +$86.7K 0.84% 34
2015
Q3 		$1.79M Buy
22,094
+1,310
+6% +$114K 0.9% 35
2015
Q2 		$1.85M Buy
20,784
+2,653
+15% +$232K 1.08% 29
2015
Q1 		$1.57M Buy
18,131
+3,835
+27% +$322K 0.79% 37
2014
Q4 		$1.21M Buy
14,296
+511
+4% +$39.9K 0.65% 43
2014
Q3 		$974K Buy
13,785
+2,674
+24% +$191K 0.53% 56
2014
Q2 		$770K Buy
+11,111
New +$782K 0.46% 68

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

Dynamic Advisor Solutions's ESRX Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,955 shares — an estimated $281K sold.

Dynamic Advisor Solutions first reported a position in ESRX in Q2 2014 and held it in 12 quarters. The position peaked at $2.02M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,955 Express Scripts Holding Company shares in Q4 2018, an estimated $281K.
  • Dynamic Advisor Solutions first reported a position in Express Scripts Holding Company in Q2 2014 and held it in 12 quarters.
  • Dynamic Advisor Solutions's Express Scripts Holding Company position peaked at $2.02M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.