Gould Asset Management’s Express Scripts Holding Company ESRX Stock Holding History

Gould Asset 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	-2,938	Closed	-$279K	–	152
2018 Q3	$279K	Hold	2,938	–	–	0.11%	109
2018 Q2	$227K	Hold	2,938	–	–	0.1%	119
2018 Q1	$203K	Hold	2,938	–	–	0.09%	134
2017 Q4	$219K	Buy	+2,938	New	+$188K	0.1%	126
2016 Q3	–	Sell	-3,438	Closed	-$261K	–	112
2016 Q2	$261K	Buy	3,438 +38	+1%	+$2.79K	0.14%	75
2016 Q1	$234K	Buy	3,400 +100	+3%	+$7.19K	0.13%	79
2015 Q4	$288K	Sell	3,300 -100	-3%	-$8.57K	0.15%	74
2015 Q3	$275K	Hold	3,400	–	–	0.15%	76
2015 Q2	$302K	Hold	3,400	–	–	0.15%	82
2015 Q1	$295K	Hold	3,400	–	–	0.15%	77
2014 Q4	$288K	Hold	3,400	–	–	0.14%	74
2014 Q3	$240K	Hold	3,400	–	–	0.12%	92
2014 Q2	$236K	Hold	3,400	–	–	0.11%	89
2014 Q1	$255K	Hold	3,400	–	–	0.14%	81
2013 Q4	$239K	Hold	3,400	–	–	0.14%	72
2013 Q3	$210K	Hold	3,400	–	–	0.13%	73
2013 Q2	$210K	Buy	+3,400	New	+$205K	0.13%	66

Other funds holding ESRX

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

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

Gould Asset Management's ESRX Position: Q4 2018 in Review

Gould Asset Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,938 shares — an estimated $279K sold.

Gould Asset Management first reported a position in ESRX in Q2 2013 and held it in 17 quarters. The position peaked at $302K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Gould Asset Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Gould Asset Management sold 2,938 Express Scripts Holding Company shares in Q4 2018, an estimated $279K.
Gould Asset Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 17 quarters.
Gould Asset Management's Express Scripts Holding Company position peaked at $302K in Q2 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Gould Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.