IA
ESRX

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

IndexIQ 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
-495,311
Closed -$47.1M – 577
2018
Q3 		$47.1M Buy
495,311
+36,889
+8% +$3.14M 1.52% 12
2018
Q2 		$35.4M Buy
+458,422
New +$34.4M 1.09% 16
2018
Q1 		– Sell
-11,655
Closed -$870K – 741
2017
Q4 		$870K Buy
+11,655
New +$745K 0.03% 425

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

IndexIQ Advisors's ESRX Position: Q4 2018 in Review

IndexIQ Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 495,311 shares — an estimated $47.1M sold.

IndexIQ Advisors first reported a position in ESRX in Q4 2017 and held it in 3 quarters. The position peaked at $47.1M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • IndexIQ Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 495,311 Express Scripts Holding Company shares in Q4 2018, an estimated $47.1M.
  • IndexIQ Advisors first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 3 quarters.
  • IndexIQ Advisors's Express Scripts Holding Company position peaked at $47.1M in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on IndexIQ Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.