Kingsview Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Kingsview Wealth Management’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	-2,939	Closed	-$279K	–	457
2018 Q3	$279K	Buy	+2,939	New	+$251K	0.06%	297
2018 Q2	–	Sell	-3,148	Closed	-$217K	–	417
2018 Q1	$217K	Sell	3,148 -1,806	-36%	-$138K	0.05%	291
2017 Q4	$370K	Buy	4,954 +993	+25%	+$63.5K	0.13%	212
2017 Q3	$251K	Sell	3,961 -25	-0.6%	-$1.55K	0.11%	232
2017 Q2	$254K	Sell	3,986 -447	-10%	-$28.1K	0.13%	209
2017 Q1	$292K	Buy	+4,433	New	+$305K	0.17%	179

Other funds holding ESRX

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

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

Kingsview Wealth Management's ESRX Position: Q4 2018 in Review

Kingsview Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,939 shares — an estimated $279K sold.

Kingsview Wealth Management first reported a position in ESRX in Q1 2017 and held it in 6 quarters. The position peaked at $370K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Kingsview Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Kingsview Wealth Management sold 2,939 Express Scripts Holding Company shares in Q4 2018, an estimated $279K.
Kingsview Wealth Management first reported a position in Express Scripts Holding Company in Q1 2017 and held it in 6 quarters.
Kingsview Wealth Management's Express Scripts Holding Company position peaked at $370K in Q4 2017.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Kingsview Wealth Management's 13F filing for Q4 2018, filed 29 Jan 2020.