FAIM
ESRX

Financial Advocates Investment Management’s Express Scripts Holding Company ESRX Stock Holding History

Financial Advocates Investment 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
-4,827
Closed -$459K – 520
2018
Q3 		$459K Sell
4,827
-199
-4% -$17K 0.05% 298
2018
Q2 		$389K Sell
5,026
-11
-0.2% -$825 0.05% 315
2018
Q1 		$348K Buy
+5,037
New +$384K 0.05% 335

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B 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 $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 $1.59B AUM 18.1% 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

Financial Advocates Investment Management's ESRX Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 4,827 shares — an estimated $459K sold.

Financial Advocates Investment Management first reported a position in ESRX in Q1 2018 and held it in 3 quarters. The position peaked at $459K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,827 Express Scripts Holding Company shares in Q4 2018, an estimated $459K.
  • Financial Advocates Investment Management first reported a position in Express Scripts Holding Company in Q1 2018 and held it in 3 quarters.
  • Financial Advocates Investment Management's Express Scripts Holding Company position peaked at $459K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.