FPFS
ESRX

First Personal Financial Services’s Express Scripts Holding Company ESRX Stock Holding History

First Personal Financial Services’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
-777
Closed -$74K – 710
2018
Q3 		$74K Sell
777
-6
-0.8% -$511 0.02% 236
2018
Q2 		$60K Sell
783
-386
-33% -$29K 0.02% 252
2018
Q1 		$80K Buy
1,169
+401
+52% +$30.6K 0.02% 343
2017
Q4 		$57K Sell
768
-1,252
-62% -$80.1K 0.01% 447
2017
Q3 		$128K Sell
2,020
-83
-4% -$5.16K 0.03% 273
2017
Q2 		$134K Buy
2,103
+1,400
+199% +$87.9K 0.03% 266
2017
Q1 		$46K Sell
703
-2,770
-80% -$191K 0.01% 413
2016
Q4 		$239K Sell
3,473
-12,066
-78% -$865K 0.06% 172
2016
Q3 		$1.1M Sell
15,539
-592
-4% -$44.3K 0.32% 80
2016
Q2 		$1.22M Sell
16,131
-288
-2% -$21.2K 0.42% 68
2016
Q1 		$1.13M Sell
16,419
-887
-5% -$63.8K 0.56% 53
2015
Q4 		$1.51M Buy
17,306
+138
+0.8% +$11.8K 0.85% 43
2015
Q3 		$1.39M Buy
17,168
+163
+1% +$14.2K 0.84% 43
2015
Q2 		$1.51M Buy
17,005
+1,708
+11% +$149K 0.91% 41
2015
Q1 		$1.33M Sell
15,297
-180
-1% -$15.1K 0.81% 46
2014
Q4 		$1.31M Buy
+15,477
New +$1.21M 0.77% 49

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 $1.41B 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 Personal Financial Services's ESRX Position: Q4 2018 in Review

First Personal Financial Services sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 777 shares — an estimated $74K sold.

First Personal Financial Services first reported a position in ESRX in Q4 2014 and held it in 16 quarters. The position peaked at $1.51M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • First Personal Financial Services reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 777 Express Scripts Holding Company shares in Q4 2018, an estimated $74K.
  • First Personal Financial Services first reported a position in Express Scripts Holding Company in Q4 2014 and held it in 16 quarters.
  • First Personal Financial Services's Express Scripts Holding Company position peaked at $1.51M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.