IA
ESRX

IFG Advisory’s Express Scripts Holding Company ESRX Stock Holding History

IFG Advisory’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
-2,243
Closed -$213K – 381
2018
Q3 		$213K Buy
+2,243
New +$191K 0.04% 351
2018
Q2 		– Sell
-2,959
Closed -$204K – 357
2018
Q1 		$204K Sell
2,959
-1,180
-29% -$90K 0.05% 322
2017
Q4 		$308K Buy
+4,139
New +$265K 0.07% 256

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

IFG Advisory's ESRX Position: Q4 2018 in Review

IFG Advisory sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,243 shares — an estimated $213K sold.

IFG Advisory first reported a position in ESRX in Q4 2017 and held it in 3 quarters. The position peaked at $308K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • IFG Advisory reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • IFG Advisory sold 2,243 Express Scripts Holding Company shares in Q4 2018, an estimated $213K.
  • IFG Advisory first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 3 quarters.
  • IFG Advisory's Express Scripts Holding Company position peaked at $308K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on IFG Advisory's 13F filing for Q4 2018, filed 7 Feb 2019.