GRP
ESRX

Global Retirement Partners’s Express Scripts Holding Company ESRX Stock Holding History

Global Retirement Partners’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
-313
Closed -$30K – 1614
2018
Q3 		$30K Sell
313
-2,893
-90% -$247K 0.01% 700
2018
Q2 		$248K Sell
3,206
-316
-9% -$23.7K 0.06% 253
2018
Q1 		$243K Buy
3,522
+1,012
+40% +$77.2K 0.07% 254
2017
Q4 		$187K Buy
2,510
+70
+3% +$4.48K 0.05% 263
2017
Q3 		$155K Buy
2,440
+342
+16% +$21.3K 0.06% 262
2017
Q2 		$134K Buy
2,098
+722
+52% +$45.3K 0.06% 265
2017
Q1 		$91K Buy
1,376
+239
+21% +$16.4K 0.05% 294
2016
Q4 		$78K Buy
+1,137
New +$81.5K 0.05% 286

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 $1.59B 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 Retirement Partners's ESRX Position: Q4 2018 in Review

Global Retirement Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 313 shares — an estimated $30K sold.

Global Retirement Partners first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $248K in Q2 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Global Retirement Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Global Retirement Partners sold 313 Express Scripts Holding Company shares in Q4 2018, an estimated $30K.
  • Global Retirement Partners first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • Global Retirement Partners's Express Scripts Holding Company position peaked at $248K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.