Global Financial Private Capital’s Express Scripts Holding Company ESRX Stock Holding History

Global Financial Private Capital’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	-10,093	Closed	-$959K	–	542
2018 Q3	$959K	Buy	10,093 +2,236	+28%	+$191K	0.03%	286
2018 Q2	$607K	Buy	7,857 +2,394	+44%	+$180K	0.02%	336
2018 Q1	$377K	Buy	5,463 +260	+5%	+$19.8K	0.01%	407
2017 Q4	$388K	Sell	5,203 -597	-10%	-$38.2K	0.01%	387
2017 Q3	$367K	Buy	+5,800	New	+$360K	0.01%	372

Other funds holding ESRX

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 $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 $1.59B 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

Global Financial Private Capital's ESRX Position: Q4 2018 in Review

Global Financial Private Capital sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 10,093 shares — an estimated $959K sold.

Global Financial Private Capital first reported a position in ESRX in Q3 2017 and held it in 5 quarters. The position peaked at $959K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Global Financial Private Capital reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 10,093 Express Scripts Holding Company shares in Q4 2018, an estimated $959K.
Global Financial Private Capital first reported a position in Express Scripts Holding Company in Q3 2017 and held it in 5 quarters.
Global Financial Private Capital's Express Scripts Holding Company position peaked at $959K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.