JWA
ESRX

JFS Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History

JFS Wealth 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
2018
Q4 		– Sell
-1,084
Closed -$103K – 564
2018
Q3 		$103K Sell
1,084
-27
-2% -$2.3K 0.03% 195
2018
Q2 		$86K Hold
1,111
– – 0.02% 208
2018
Q1 		$77K Sell
1,111
-82
-7% -$6.26K 0.02% 213
2017
Q4 		$89K Hold
1,193
– – 0.02% 206
2017
Q3 		$76K Hold
1,193
– – 0.02% 204
2017
Q2 		$76K Sell
1,193
-57
-5% -$3.58K 0.02% 194
2017
Q1 		$86K Hold
1,250
– – 0.02% 180
2016
Q4 		$86K Sell
1,250
-121
-9% -$8.67K 0.02% 180
2016
Q3 		$97K Sell
1,371
-3,500
-72% -$262K 0.03% 180
2016
Q2 		$369K Buy
4,871
+3,500
+255% +$257K 0.1% 112
2016
Q1 		$94K Hold
1,371
– – 0.03% 180
2015
Q4 		$120K Buy
1,371
+9
+0.7% +$771 0.03% 165
2015
Q3 		$110K Buy
+1,362
New +$119K 0.05% 144

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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

JFS Wealth Advisors's ESRX Position: Q4 2018 in Review

JFS Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,084 shares — an estimated $103K sold.

JFS Wealth Advisors first reported a position in ESRX in Q3 2015 and held it in 13 quarters. The position peaked at $369K in Q2 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • JFS Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,084 Express Scripts Holding Company shares in Q4 2018, an estimated $103K.
  • JFS Wealth Advisors first reported a position in Express Scripts Holding Company in Q3 2015 and held it in 13 quarters.
  • JFS Wealth Advisors's Express Scripts Holding Company position peaked at $369K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.