KIA
ESRX

KCM Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

KCM Investment 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
-4,127
Closed -$392K – 515
2018
Q3 		$392K Hold
4,127
– – 0.02% 397
2018
Q2 		$319K Hold
4,127
– – 0.02% 425
2018
Q1 		$285K Sell
4,127
-625
-13% -$47.7K 0.02% 445
2017
Q4 		$355K Sell
4,752
-4,287
-47% -$274K 0.02% 410
2017
Q3 		$572K Sell
9,039
-400
-4% -$24.9K 0.04% 330
2017
Q2 		$603K Sell
9,439
-2,246
-19% -$141K 0.04% 326
2017
Q1 		$770K Sell
11,685
-145
-1% -$9.98K 0.05% 289
2016
Q4 		$814K Sell
11,830
-141
-1% -$10.1K 0.05% 278
2016
Q3 		$844K Sell
11,971
-162
-1% -$12.1K 0.06% 270
2016
Q2 		$920K Sell
12,133
-1,013
-8% -$74.5K 0.06% 255
2016
Q1 		$903K Sell
13,146
-2,452
-16% -$176K 0.07% 253
2015
Q4 		$1.36M Buy
15,598
+423
+3% +$36.2K 0.11% 205
2015
Q3 		$1.23M Buy
15,175
+57
+0.4% +$4.96K 0.1% 216
2015
Q2 		$1.34M Buy
15,118
+1,054
+7% +$92.1K 0.11% 217
2015
Q1 		$1.22M Sell
14,064
-150
-1% -$12.6K 0.1% 225
2014
Q4 		$1.2M Sell
14,214
-360
-2% -$28.1K 0.1% 223
2014
Q3 		$1.03M Sell
14,574
-214
-1% -$15.2K 0.09% 231
2014
Q2 		$1.02M Sell
14,788
-61
-0.4% -$4.29K 0.1% 228
2014
Q1 		$1.11M Sell
14,849
-123
-0.8% -$9.21K 0.12% 211
2013
Q4 		$1.05M Buy
14,972
+137
+0.9% +$8.95K 0.11% 206
2013
Q3 		$917K Buy
14,835
+329
+2% +$21.3K 0.11% 214
2013
Q2 		$896K Buy
+14,506
New +$873K 0.11% 208

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 $1.59B 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

KCM Investment Advisors's ESRX Position: Q4 2018 in Review

KCM Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 4,127 shares — an estimated $392K sold.

KCM Investment Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.36M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • KCM Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 4,127 Express Scripts Holding Company shares in Q4 2018, an estimated $392K.
  • KCM Investment Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • KCM Investment Advisors's Express Scripts Holding Company position peaked at $1.36M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on KCM Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.