FWIA
ESRX

Fort Washington Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Fort Washington Investment 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
-2,151
Closed -$205K – 575
2018
Q3 		$205K Buy
+2,151
New +$183K ﹤0.01% 537
2016
Q2 		– Sell
-35,756
Closed -$2.46M – 475
2016
Q1 		$2.46M Sell
35,756
-18,295
-34% -$1.32M 0.05% 189
2015
Q4 		$4.72M Sell
54,051
-5,426
-9% -$465K 0.1% 130
2015
Q3 		$4.82M Buy
59,477
+24,528
+70% +$2.14M 0.1% 129
2015
Q2 		$3.11M Sell
34,949
-2,130
-6% -$186K 0.06% 162
2015
Q1 		$3.22M Sell
37,079
-551
-1% -$46.2K 0.06% 162
2014
Q4 		$3.19M Buy
37,630
+260
+0.7% +$20.3K 0.06% 167
2014
Q3 		$2.64M Sell
37,370
-4,697
-11% -$335K 0.06% 187
2014
Q2 		$2.92M Buy
42,067
+10,580
+34% +$745K 0.06% 197
2014
Q1 		$2.36M Sell
31,487
-2,883
-8% -$216K 0.05% 191
2013
Q4 		$2.41M Sell
34,370
-6,938
-17% -$453K 0.05% 234
2013
Q3 		$2.55M Buy
41,308
+1,023
+3% +$66.2K 0.06% 230
2013
Q2 		$2.49M Buy
+40,285
New +$2.43M 0.06% 242

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

Fort Washington Investment Advisors's ESRX Position: Q4 2018 in Review

Fort Washington Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,151 shares — an estimated $205K sold.

Fort Washington Investment Advisors first reported a position in ESRX in Q2 2013 and held it in 13 quarters. The position peaked at $4.82M in Q3 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Fort Washington Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 2,151 Express Scripts Holding Company shares in Q4 2018, an estimated $205K.
  • Fort Washington Investment Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 13 quarters.
  • Fort Washington Investment Advisors's Express Scripts Holding Company position peaked at $4.82M in Q3 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.