IWM
ESRX

IHT Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

IHT Wealth 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
-2,289
Closed -$217K – 526
2018
Q3 		$217K Sell
2,289
-381
-14% -$32.5K 0.05% 393
2018
Q2 		$206K Sell
2,670
-208
-7% -$15.6K 0.05% 381
2018
Q1 		$195K Sell
2,878
-540
-16% -$41.2K 0.05% 352
2017
Q4 		$262K Buy
3,418
+681
+25% +$43.6K 0.07% 311
2017
Q3 		$162K Sell
2,737
-308
-10% -$19.1K 0.07% 287
2017
Q2 		$9 Buy
3,045
+1,101
+57% +$69.2K ﹤0.01% 1008
2017
Q1 		$128K Buy
1,944
+145
+8% +$9.98K 0.09% 247
2016
Q4 		$125K Buy
+1,799
New +$129K 0.09% 235

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

IHT Wealth Management's ESRX Position: Q4 2018 in Review

IHT Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,289 shares — an estimated $217K sold.

IHT Wealth Management first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $262K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • IHT Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,289 Express Scripts Holding Company shares in Q4 2018, an estimated $217K.
  • IHT Wealth Management first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's Express Scripts Holding Company position peaked at $262K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on IHT Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.