IFA
ESRX

Interactive Financial Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Interactive Financial 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
2014
Q2 		– Sell
-3
Closed – – 137
2014
Q1 		$0 Buy
+3
New +$225 ﹤0.01% 143

Other funds holding ESRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Interactive Financial Advisors's ESRX Position: Q2 2014 in Review

Interactive Financial Advisors sold out of Express Scripts Holding Company (ESRX) in Q2 2014, closing a stake of 3 shares.

Interactive Financial Advisors first reported a position in ESRX in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 1,106 funds tracked by Wall St. Rank hold ESRX as of Q2 2014.

  • Interactive Financial Advisors reported no remaining Express Scripts Holding Company position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 3 Express Scripts Holding Company shares in Q2 2014.
  • Interactive Financial Advisors first reported a position in Express Scripts Holding Company in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's Express Scripts Holding Company position peaked at $0 in Q1 2014.
  • 1,106 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.