Gradient Investments’s Express Scripts Holding Company ESRX Stock Holding History

Gradient Investments’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	-183	Closed	-$17K	–	1162
2018 Q3	$17K	Buy	183 +36	+24%	+$3.07K	﹤0.01%	540
2018 Q2	$11K	Sell	147 -9	-6%	-$675	﹤0.01%	604
2018 Q1	$11K	Hold	156	–	–	﹤0.01%	619
2017 Q4	$12K	Buy	+156	New	+$9.98K	﹤0.01%	571
2017 Q3	–	Sell	-136	Closed	-$9K	–	811
2017 Q2	$9K	Hold	136	–	–	﹤0.01%	509
2017 Q1	$9K	Buy	136 +55	+68%	+$3.78K	﹤0.01%	535
2016 Q4	$6K	Sell	81 -50	-38%	-$3.58K	﹤0.01%	543
2016 Q3	$9K	Hold	131	–	–	﹤0.01%	473
2016 Q2	$10K	Sell	131 -38	-22%	-$2.79K	﹤0.01%	437
2016 Q1	$12K	Sell	169 -3,806	-96%	-$274K	﹤0.01%	421
2015 Q4	$347K	Sell	3,975 -2	-0.1%	-$171	0.05%	152
2015 Q3	$322K	Buy	3,977 +2	+0.1%	+$174	0.05%	145
2015 Q2	$354K	Buy	3,975 +3,856	+3,240%	+$337K	0.05%	149
2015 Q1	$10K	Hold	119	–	–	﹤0.01%	418
2014 Q4	$10K	Hold	119	–	–	﹤0.01%	355
2014 Q3	$8K	Hold	119	–	–	﹤0.01%	353
2014 Q2	$8K	Sell	119 -287	-71%	-$20.2K	﹤0.01%	371
2014 Q1	$30K	Buy	406 +368	+968%	+$27.6K	0.01%	238
2013 Q4	$3K	Hold	38	–	–	﹤0.01%	490
2013 Q3	$2K	Hold	38	–	–	﹤0.01%	427
2013 Q2	$2K	Buy	+38	New	+$2.29K	﹤0.01%	380

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

Gradient Investments's ESRX Position: Q4 2018 in Review

Gradient Investments sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 183 shares — an estimated $17K sold.

Gradient Investments first reported a position in ESRX in Q2 2013 and held it in 21 quarters. The position peaked at $354K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Gradient Investments reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 183 Express Scripts Holding Company shares in Q4 2018, an estimated $17K.
Gradient Investments first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 21 quarters.
Gradient Investments's Express Scripts Holding Company position peaked at $354K in Q2 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.