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

Lenox 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 Q2	–	Sell	-324	Closed	-$22K	–	677
2018 Q1	$22K	Buy	+324	New	+$24.7K	0.01%	265
2016 Q4	–	Sell	-162	Closed	-$11K	–	202
2016 Q3	$11K	Hold	162	–	–	﹤0.01%	172
2016 Q2	$12K	Hold	162	–	–	﹤0.01%	162
2016 Q1	$11K	Hold	162	–	–	﹤0.01%	163
2015 Q4	$14K	Hold	162	–	–	﹤0.01%	168
2015 Q3	$13K	Hold	162	–	–	﹤0.01%	166
2015 Q2	$14K	Hold	162	–	–	0.01%	118
2015 Q1	$14K	Hold	162	–	–	0.01%	146
2014 Q4	$14K	Hold	162	–	–	0.01%	156
2014 Q3	$11K	Sell	162 -137	-46%	-$9.76K	﹤0.01%	173
2014 Q2	$20K	Buy	299 +137	+85%	+$9.64K	0.01%	107
2014 Q1	$12K	Sell	162 -114	-41%	-$8.54K	0.01%	123
2013 Q4	$19K	Buy	276 +52	+23%	+$3.4K	0.01%	118
2013 Q3	$14K	Sell	224 -170	-43%	-$11K	0.01%	88
2013 Q2	$24K	Buy	+394	New	+$23.7K	0.03%	62

Other funds holding ESRX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Lenox Wealth Advisors's ESRX Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q2 2018, closing a stake of 324 shares — an estimated $22K sold.

Lenox Wealth Advisors first reported a position in ESRX in Q2 2013 and held it in 15 quarters. The position peaked at $24K in Q2 2013. 1,109 funds tracked by Wall St. Rank hold ESRX as of Q2 2018.

Lenox Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 324 Express Scripts Holding Company shares in Q2 2018, an estimated $22K.
Lenox Wealth Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 15 quarters.
Lenox Wealth Advisors's Express Scripts Holding Company position peaked at $24K in Q2 2013.
1,109 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.