FWM
ESRX

Frontier Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Frontier Wealth Management’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
-5,552
Closed -$527K – 415
2018
Q3 		$527K Buy
5,552
+32
+0.6% +$2.73K 0.05% 220
2018
Q2 		$426K Buy
5,520
+312
+6% +$23.4K 0.06% 234
2018
Q1 		$360K Sell
5,208
-150
-3% -$11.4K 0.05% 269
2017
Q4 		$400K Buy
5,358
+1,100
+26% +$70.3K 0.06% 231
2017
Q3 		$270K Hold
4,258
– – 0.04% 310
2017
Q2 		$272K Sell
4,258
-1,550
-27% -$97.4K 0.04% 309
2017
Q1 		$383K Sell
5,808
-750
-11% -$51.6K 0.06% 265
2016
Q4 		$451K Sell
6,558
-1,175
-15% -$84.2K 0.07% 230
2016
Q3 		$545K Sell
7,733
-24
-0.3% -$1.79K 0.08% 194
2016
Q2 		$588K Sell
7,757
-300
-4% -$22.1K 0.09% 187
2016
Q1 		$553K Sell
8,057
-150
-2% -$10.8K 0.05% 191
2015
Q4 		$717K Buy
8,207
+234
+3% +$20K 0.12% 164
2015
Q3 		$645K Buy
7,973
+300
+4% +$26.1K 0.1% 172
2015
Q2 		$682K Buy
7,673
+5,320
+226% +$465K 0.1% 163
2015
Q1 		$204K Buy
+2,353
New +$197K 0.03% 282

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

Frontier Wealth Management's ESRX Position: Q4 2018 in Review

Frontier Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 5,552 shares — an estimated $527K sold.

Frontier Wealth Management first reported a position in ESRX in Q1 2015 and held it in 15 quarters. The position peaked at $717K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Frontier Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 5,552 Express Scripts Holding Company shares in Q4 2018, an estimated $527K.
  • Frontier Wealth Management first reported a position in Express Scripts Holding Company in Q1 2015 and held it in 15 quarters.
  • Frontier Wealth Management's Express Scripts Holding Company position peaked at $717K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Frontier Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.