IA
ESRX

IFP Advisors’s Express Scripts Holding Company ESRX Stock Holding History

IFP Advisors’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
-10,141
Closed -$963K – 4069
2018
Q3 		$963K Buy
10,141
+805
+9% +$68.6K 0.04% 440
2018
Q2 		$721K Sell
9,336
-385
-4% -$28.9K 0.03% 528
2018
Q1 		$726K Hold
9,721
– – 0.03% 485
2017
Q4 		$726K Sell
9,721
-5,647
-37% -$361K 0.03% 486
2017
Q3 		$973K Sell
15,368
-1,169
-7% -$72.6K 0.04% 457
2017
Q2 		$1.06M Buy
16,537
+1,307
+9% +$82.1K 0.04% 422
2017
Q1 		$1M Buy
15,230
+457
+3% +$31.4K 0.04% 426
2016
Q4 		$1.02M Buy
14,773
+3,326
+29% +$238K 0.05% 376
2016
Q3 		$807K Sell
11,447
-243
-2% -$18.2K 0.04% 417
2016
Q2 		$886K Buy
+11,690
New +$860K 0.05% 381
2016
Q1 		– Sell
-10,247
Closed -$896K – 3885
2015
Q4 		$896K Buy
+10,247
New +$878K 0.06% 338

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

IFP Advisors's ESRX Position: Q4 2018 in Review

IFP Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 10,141 shares — an estimated $963K sold.

IFP Advisors first reported a position in ESRX in Q4 2015 and held it in 11 quarters. The position peaked at $1.06M in Q2 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • IFP Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 10,141 Express Scripts Holding Company shares in Q4 2018, an estimated $963K.
  • IFP Advisors first reported a position in Express Scripts Holding Company in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Express Scripts Holding Company position peaked at $1.06M in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.