FCI
ESRX

Financial Counselors Inc’s Express Scripts Holding Company ESRX Stock Holding History

Financial Counselors Inc’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
-3,143
Closed -$299K – 511
2018
Q3 		$299K Sell
3,143
-67
-2% -$5.71K 0.01% 402
2018
Q2 		$248K Sell
3,210
-18
-0.6% -$1.35K 0.01% 433
2018
Q1 		$223K Buy
+3,228
New +$246K 0.01% 436
2017
Q3 		– Sell
-3,536
Closed -$226K – 513
2017
Q2 		$226K Buy
3,536
+154
+5% +$9.67K 0.01% 445
2017
Q1 		$223K Buy
+3,382
New +$233K 0.01% 455
2016
Q2 		$1.4M Sell
18,529
-66,270
-78% -$4.87M 0.08% 225
2016
Q1 		$5.83M Sell
84,799
-17,180
-17% -$1.24M 0.36% 93
2015
Q4 		$8.91M Sell
101,979
-3,155
-3% -$270K 0.57% 47
2015
Q3 		$8.51M Buy
105,134
+1,348
+1% +$117K 0.59% 49
2015
Q2 		$9.23M Sell
103,786
-866
-0.8% -$75.7K 0.59% 42
2015
Q1 		$9.08M Buy
104,652
+3,057
+3% +$256K 0.56% 48
2014
Q4 		$8.6M Buy
101,595
+6,366
+7% +$497K 0.55% 52
2014
Q3 		$6.73M Buy
95,229
+4,829
+5% +$344K 0.47% 64
2014
Q2 		$6.27M Buy
90,400
+68,500
+313% +$4.82M 0.44% 77
2014
Q1 		$1.64M Buy
21,900
+2,510
+13% +$188K 0.12% 195
2013
Q4 		$1.36M Buy
19,390
+6,874
+55% +$449K 0.1% 199
2013
Q3 		$773K Buy
12,516
+3,867
+45% +$250K 0.06% 253
2013
Q2 		$534K Buy
+8,649
New +$521K 0.04% 277

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 $4.53B AUM 21.1% 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 Counselors Inc's ESRX Position: Q4 2018 in Review

Financial Counselors Inc sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,143 shares — an estimated $299K sold.

Financial Counselors Inc first reported a position in ESRX in Q2 2013 and held it in 18 quarters. The position peaked at $9.23M in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Financial Counselors Inc reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 3,143 Express Scripts Holding Company shares in Q4 2018, an estimated $299K.
  • Financial Counselors Inc first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 18 quarters.
  • Financial Counselors Inc's Express Scripts Holding Company position peaked at $9.23M in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Financial Counselors Inc's 13F filing for Q4 2018, filed 1 Feb 2019.