Israel Discount Bank of New York’s Express Scripts Holding Company ESRX Stock Holding History

Israel Discount Bank of New York’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	-8,891	Closed	-$845K	–	457
2018 Q3	$845K	Sell	8,891 -794	-8%	-$67.7K	0.55%	33
2018 Q2	$748K	Buy	9,685 +123	+1%	+$9.23K	0.49%	38
2018 Q1	$660K	Sell	9,562 -33	-0.3%	-$2.52K	0.44%	47
2017 Q4	$716K	Buy	9,595 +85	+0.9%	+$5.44K	0.5%	42
2017 Q3	$603K	Sell	9,510 -209	-2%	-$13K	0.45%	52
2017 Q2	$621K	Buy	9,719 +765	+9%	+$48K	0.5%	48
2017 Q1	$590K	Buy	8,954 +2,155	+32%	+$148K	0.48%	52
2016 Q4	$468K	Buy	+6,799	New	+$487K	0.42%	57

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

Israel Discount Bank of New York's ESRX Position: Q4 2018 in Review

Israel Discount Bank of New York sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 8,891 shares — an estimated $845K sold.

Israel Discount Bank of New York first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $845K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Israel Discount Bank of New York reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Israel Discount Bank of New York sold 8,891 Express Scripts Holding Company shares in Q4 2018, an estimated $845K.
Israel Discount Bank of New York first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
Israel Discount Bank of New York's Express Scripts Holding Company position peaked at $845K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Israel Discount Bank of New York's 13F filing for Q4 2018, filed 13 Feb 2019.