IP
ESRX

Intellectus Partners’s Express Scripts Holding Company ESRX Stock Holding History

Intellectus Partners’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
Q3 		– Sell
-68
Closed -$5.8K – 637
2018
Q2 		$5K Sell
68
-84
-55% -$6.3K ﹤0.01% 541
2018
Q1 		$11K Buy
152
+84
+124% +$6.41K ﹤0.01% 474
2017
Q4 		$5K Hold
68
– – ﹤0.01% 554
2017
Q3 		$4K Hold
68
– – ﹤0.01% 709
2017
Q2 		$4K Hold
68
– – ﹤0.01% 693
2017
Q1 		$4K Hold
68
– – ﹤0.01% 628
2016
Q4 		$5K Buy
+68
New +$4.87K ﹤0.01% 607

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $5.38B AUM 27.31% 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 $2.22B AUM 32.92% 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 $914M AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Intellectus Partners's ESRX Position: Q3 2018 in Review

Intellectus Partners sold out of Express Scripts Holding Company (ESRX) in Q3 2018, closing a stake of 68 shares — an estimated $5.8K sold.

Intellectus Partners first reported a position in ESRX in Q4 2016 and held it in 7 quarters. The position peaked at $11K in Q1 2018. 1,129 funds tracked by Wall St. Rank hold ESRX as of Q3 2018.

  • Intellectus Partners reported no remaining Express Scripts Holding Company position as of Q3 2018 after selling out during the quarter.
  • Intellectus Partners sold 68 Express Scripts Holding Company shares in Q3 2018, an estimated $5.8K.
  • Intellectus Partners first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 7 quarters.
  • Intellectus Partners's Express Scripts Holding Company position peaked at $11K in Q1 2018.
  • 1,129 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.