LFA
ESRX

Legacy Financial Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Legacy Financial 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
-3,669
Closed -$348K – 1080
2018
Q3 		$348K Buy
3,669
+16
+0.4% +$1.36K 0.13% 67
2018
Q2 		$298K Sell
3,653
-604
-14% -$45.3K 0.11% 79
2018
Q1 		$297K Sell
4,257
-694
-14% -$52.9K 0.12% 80
2017
Q4 		$369K Buy
+4,951
New +$317K 0.15% 63

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

Legacy Financial Advisors's ESRX Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,669 shares — an estimated $348K sold.

Legacy Financial Advisors first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $369K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,669 Express Scripts Holding Company shares in Q4 2018, an estimated $348K.
  • Legacy Financial Advisors first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Express Scripts Holding Company position peaked at $369K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.