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

Edge 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	-988	Closed	-$94K	–	651
2018 Q3	$94K	Hold	988	–	–	0.02%	201
2018 Q2	$76K	Hold	988	–	–	0.02%	210
2018 Q1	$68K	Hold	988	–	–	0.02%	200
2017 Q4	$74K	Hold	988	–	–	0.02%	188
2017 Q3	$63K	Hold	988	–	–	0.02%	204
2017 Q2	$63K	Hold	988	–	–	0.02%	202
2017 Q1	$65K	Hold	988	–	–	0.02%	186
2016 Q4	$68K	Hold	988	–	–	0.03%	171
2016 Q3	$70K	Hold	988	–	–	0.03%	159
2016 Q2	$75K	Hold	988	–	–	0.03%	154
2016 Q1	$68K	Hold	988	–	–	0.03%	156
2015 Q4	$87K	Hold	988	–	–	0.03%	154
2015 Q3	$80K	Hold	988	–	–	0.03%	150
2015 Q2	$88K	Hold	988	–	–	0.03%	151
2015 Q1	$86K	Hold	988	–	–	0.03%	147
2014 Q4	$84K	Hold	988	–	–	0.03%	158
2014 Q3	$70K	Hold	988	–	–	0.03%	163
2014 Q2	$68K	Hold	988	–	–	0.03%	164
2014 Q1	$74K	Hold	988	–	–	0.03%	148
2013 Q4	$69K	Hold	988	–	–	0.03%	147
2013 Q3	$61K	Hold	988	–	–	0.04%	134
2013 Q2	$61K	Buy	+988	New	+$59.5K	0.04%	115

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

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

Edge Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 988 shares — an estimated $94K sold.

Edge Wealth Management first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $94K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Edge Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Edge Wealth Management sold 988 Express Scripts Holding Company shares in Q4 2018, an estimated $94K.
Edge Wealth Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
Edge Wealth Management's Express Scripts Holding Company position peaked at $94K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

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