LWCFA
ESRX

Loring Wolcott & Coolidge Fiduciary Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-440
Closed -$42K – 745
2018
Q3 		$42K Hold
440
– – ﹤0.01% 438
2018
Q2 		$34K Hold
440
– – ﹤0.01% 466
2018
Q1 		$30K Hold
440
– – ﹤0.01% 494
2017
Q4 		$33K Hold
440
– – ﹤0.01% 474
2017
Q3 		$28K Sell
440
-346
-44% -$21.5K ﹤0.01% 474
2017
Q2 		$49K Sell
786
-1,254
-61% -$78.8K ﹤0.01% 421
2017
Q1 		$134K Hold
2,040
– – ﹤0.01% 319
2016
Q4 		$140K Sell
2,040
-3,143
-61% -$225K ﹤0.01% 306
2016
Q3 		$366K Sell
5,183
-2,266
-30% -$169K 0.01% 212
2016
Q2 		$565K Sell
7,449
-918
-11% -$67.5K 0.01% 178
2016
Q1 		$575K Hold
8,367
– – 0.01% 176
2015
Q4 		$731K Buy
8,367
+3,316
+66% +$284K 0.02% 170
2015
Q3 		$449K Hold
5,051
– – 0.01% 210
2015
Q2 		$449K Hold
5,051
– – 0.01% 210
2015
Q1 		$438K Sell
5,051
-225
-4% -$18.9K 0.01% 220
2014
Q4 		$447K Buy
5,276
+370
+8% +$28.9K 0.01% 212
2014
Q3 		$347K Sell
4,906
-3,055
-38% -$218K 0.01% 217
2014
Q2 		$552K Sell
7,961
-4,954
-38% -$349K 0.01% 184
2014
Q1 		$970K Buy
12,915
+488
+4% +$36.5K 0.03% 151
2013
Q4 		$873K Buy
12,427
+13
+0.1% +$849 0.02% 155
2013
Q3 		$767K Buy
12,414
+2,000
+19% +$129K 0.02% 156
2013
Q2 		$643K Buy
+10,414
New +$627K 0.02% 177

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ESRX Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 440 shares — an estimated $42K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $970K in Q1 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 440 Express Scripts Holding Company shares in Q4 2018, an estimated $42K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Express Scripts Holding Company position peaked at $970K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.