IFAM
ESRX

Institutional & Family Asset Management’s Express Scripts Holding Company ESRX Stock Holding History

Institutional & Family Asset 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
-162
Closed -$15K – 913
2018
Q3 		$15K Hold
162
– – ﹤0.01% 476
2018
Q2 		$13K Hold
162
– – ﹤0.01% 490
2018
Q1 		$11K Buy
+162
New +$12.4K ﹤0.01% 494

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 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

Institutional & Family Asset Management's ESRX Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 162 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in ESRX in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 162 Express Scripts Holding Company shares in Q4 2018, an estimated $15K.
  • Institutional & Family Asset Management first reported a position in Express Scripts Holding Company in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Express Scripts Holding Company position peaked at $15K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.