Investors Asset Management of Georgia’s Express Scripts Holding Company ESRX Stock Holding History

Investors Asset Management of Georgia’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	-2,116	Closed	-$201K	–	152
2018 Q3	$201K	Sell	2,116 -1,000	-32%	-$85.2K	0.14%	139
2018 Q2	$241K	Hold	3,116	–	–	0.18%	123
2018 Q1	$215K	Hold	3,116	–	–	0.16%	131
2017 Q4	$233K	Buy	+3,116	New	+$199K	0.17%	130
2017 Q2	–	Sell	-3,116	Closed	-$205K	–	147
2017 Q1	$205K	Buy	+3,116	New	+$214K	0.14%	132

Other funds holding ESRX

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 $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 $2B AUM 22.52% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

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

Investors Asset Management of Georgia's ESRX Position: Q4 2018 in Review

Investors Asset Management of Georgia sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,116 shares — an estimated $201K sold.

Investors Asset Management of Georgia first reported a position in ESRX in Q1 2017 and held it in 5 quarters. The position peaked at $241K in Q2 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Investors Asset Management of Georgia reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Investors Asset Management of Georgia sold 2,116 Express Scripts Holding Company shares in Q4 2018, an estimated $201K.
Investors Asset Management of Georgia first reported a position in Express Scripts Holding Company in Q1 2017 and held it in 5 quarters.
Investors Asset Management of Georgia's Express Scripts Holding Company position peaked at $241K in Q2 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2018, filed 22 Jan 2019.