First Foundation Advisors’s Express Scripts Holding Company ESRX Stock Holding History

First Foundation Advisors’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	-2,167	Closed	-$206K	–	410
2018 Q3	$206K	Buy	+2,167	New	+$185K	0.01%	330
2016 Q3	–	Sell	-6,186	Closed	-$469K	–	326
2016 Q2	$469K	Buy	6,186 +808	+15%	+$59.4K	0.03%	195
2016 Q1	$369K	Buy	5,378 +1,550	+40%	+$111K	0.03%	206
2015 Q4	$335K	Buy	3,828 +977	+34%	+$83.7K	0.02%	210
2015 Q3	$231K	Sell	2,851 -1,459	-34%	-$127K	0.02%	203
2015 Q2	$383K	Buy	4,310 +300	+7%	+$26.2K	0.03%	169
2015 Q1	$348K	Buy	4,010 +1,255	+46%	+$105K	0.03%	175
2014 Q4	$233K	Buy	+2,755	New	+$215K	0.02%	202

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

First Foundation Advisors's ESRX Position: Q4 2018 in Review

First Foundation Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,167 shares — an estimated $206K sold.

First Foundation Advisors first reported a position in ESRX in Q4 2014 and held it in 8 quarters. The position peaked at $469K in Q2 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

First Foundation Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
First Foundation Advisors sold 2,167 Express Scripts Holding Company shares in Q4 2018, an estimated $206K.
First Foundation Advisors first reported a position in Express Scripts Holding Company in Q4 2014 and held it in 8 quarters.
First Foundation Advisors's Express Scripts Holding Company position peaked at $469K in Q2 2016.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on First Foundation Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.