FGC
ESRX

Financial Gravity Companies’s Express Scripts Holding Company ESRX Stock Holding History

Financial Gravity Companies’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 		$0 Buy
+4
New +$387 ﹤0.01% 1593
2018
Q1 		$155K Buy
2,102
+309
+17% +$23.6K 0.16% 135
2017
Q4 		$142K Buy
+1,793
New +$115K 0.16% 127

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 $1.59B 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 Gravity Companies's ESRX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Express Scripts Holding Company (ESRX) in Q4 2018: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ESRX as recently as Q1 2018.

Financial Gravity Companies first reported a position in ESRX in Q4 2017 and has held it in 3 quarters since. The position peaked at $155K in Q1 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Financial Gravity Companies held 4 shares of Express Scripts Holding Company worth $0 as of Q4 2018.
  • Express Scripts Holding Company was a new Financial Gravity Companies position in Q4 2018.
  • Express Scripts Holding Company made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1593 holding.
  • Financial Gravity Companies first reported a position in Express Scripts Holding Company in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Express Scripts Holding Company position peaked at $155K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.