Ironwood Investment Counsel’s Express Scripts Holding Company ESRX Stock Holding History

Ironwood Investment Counsel’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	-5,196	Closed	-$493K	–	160
2018 Q3	$493K	Buy	5,196 +9	+0.2%	+$767	0.19%	96
2018 Q2	$400K	Hold	5,187	–	–	0.17%	97
2018 Q1	$358K	Hold	5,187	–	–	0.16%	97
2017 Q4	$387K	Hold	5,187	–	–	0.14%	104
2017 Q3	$328K	Sell	5,187 -140	-3%	-$8.7K	0.13%	115
2017 Q2	$340K	Buy	5,327 +140	+3%	+$8.79K	0.13%	120
2017 Q1	$341K	Sell	5,187 -150	-3%	-$10.3K	0.14%	118
2016 Q4	$367K	Buy	5,337 +300	+6%	+$21.5K	0.16%	110
2016 Q3	$355K	Buy	5,037 +150	+3%	+$11.2K	0.17%	112
2016 Q2	$370K	Sell	4,887 -859	-15%	-$63.2K	0.22%	91
2016 Q1	$394K	Buy	5,746 +859	+18%	+$61.8K	0.21%	90
2015 Q4	$427K	Hold	4,887	–	–	0.24%	84
2015 Q3	$395K	Hold	4,887	–	–	0.21%	90
2015 Q2	$435K	Hold	4,887	–	–	0.22%	89
2015 Q1	$424K	Sell	4,887 -106	-2%	-$8.89K	0.22%	92
2014 Q4	$423K	Hold	4,993	–	–	0.21%	93
2014 Q3	$353K	Hold	4,993	–	–	0.19%	97
2014 Q2	$346K	Hold	4,993	–	–	0.18%	105
2014 Q1	$375K	Hold	4,993	–	–	0.2%	96
2013 Q4	$351K	Hold	4,993	–	–	0.2%	98
2013 Q3	$309K	Hold	4,993	–	–	0.2%	89
2013 Q2	$308K	Buy	+4,993	New	+$301K	0.2%	86

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

Ironwood Investment Counsel's ESRX Position: Q4 2018 in Review

Ironwood Investment Counsel sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 5,196 shares — an estimated $493K sold.

Ironwood Investment Counsel first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $493K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Ironwood Investment Counsel reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Ironwood Investment Counsel sold 5,196 Express Scripts Holding Company shares in Q4 2018, an estimated $493K.
Ironwood Investment Counsel first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
Ironwood Investment Counsel's Express Scripts Holding Company position peaked at $493K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Ironwood Investment Counsel's 13F filing for Q4 2018, filed 25 Jan 2019.