Financial Management Professionals’s Express Scripts Holding Company ESRX Stock Holding History

Financial Management Professionals’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	-2,634	Closed	-$250K	–	338
2018 Q3	$250K	Hold	2,634	–	–	0.1%	40
2018 Q2	$203K	Hold	2,634	–	–	0.08%	47
2018 Q1	$182K	Buy	2,634 +300	+13%	+$22.9K	0.09%	44
2017 Q4	$174K	Hold	2,334	–	–	0.07%	42
2017 Q3	$147K	Hold	2,334	–	–	0.06%	46
2017 Q2	$149K	Buy	2,334 +1,362	+140%	+$85.5K	0.07%	51
2017 Q1	$64K	Hold	972	–	–	0.03%	77
2016 Q4	$66K	Sell	972 -197	-17%	-$14.1K	0.03%	77
2016 Q3	$82K	Hold	1,169	–	–	0.04%	69
2016 Q2	$88K	Hold	1,169	–	–	0.05%	62
2016 Q1	$80K	Buy	1,169 +197	+20%	+$14.2K	0.04%	60
2015 Q4	$84K	Hold	972	–	–	0.04%	59
2015 Q3	$79K	Hold	972	–	–	0.05%	64
2015 Q2	$86K	Hold	972	–	–	0.04%	60
2015 Q1	$84K	Hold	972	–	–	0.04%	58
2014 Q4	$82K	Hold	972	–	–	0.05%	65
2014 Q3	$68K	Hold	972	–	–	0.05%	69
2014 Q2	$67K	Hold	972	–	–	0.04%	68
2014 Q1	$73K	Hold	972	–	–	0.05%	68
2013 Q4	$68K	Hold	972	–	–	0.05%	66
2013 Q3	$60K	Hold	972	–	–	0.04%	78
2013 Q2	$60K	Buy	+972	New	+$58.5K	0.04%	76

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

Financial Management Professionals's ESRX Position: Q4 2018 in Review

Financial Management Professionals sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,634 shares — an estimated $250K sold.

Financial Management Professionals first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $250K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Financial Management Professionals reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Financial Management Professionals sold 2,634 Express Scripts Holding Company shares in Q4 2018, an estimated $250K.
Financial Management Professionals first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
Financial Management Professionals's Express Scripts Holding Company position peaked at $250K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Financial Management Professionals's 13F filing for Q4 2018, filed 22 Jan 2019.