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

Lowe 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 Q4	–	Sell	-882	Closed	-$84K	–	320
2018 Q3	$84K	Hold	882	–	–	0.05%	44
2018 Q2	$68K	Hold	882	–	–	0.04%	48
2018 Q1	$61K	Hold	882	–	–	0.04%	56
2017 Q4	$66K	Sell	882 -65	-7%	-$4.16K	0.04%	56
2017 Q3	$60K	Hold	947	–	–	0.04%	58
2017 Q2	$60K	Hold	947	–	–	0.04%	55
2017 Q1	$62K	Hold	947	–	–	0.04%	52
2016 Q4	$65K	Hold	947	–	–	0.04%	53
2016 Q3	$67K	Sell	947 -6	-0.6%	-$449	0.05%	52
2016 Q2	$72K	Hold	953	–	–	0.05%	48
2016 Q1	$65K	Hold	953	–	–	0.04%	49
2015 Q4	$83K	Hold	953	–	–	0.06%	44
2015 Q3	$77K	Sell	953 -1,321	-58%	-$115K	0.06%	44
2015 Q2	$202K	Hold	2,274	–	–	0.14%	32
2015 Q1	$197K	Hold	2,274	–	–	0.13%	29
2014 Q4	$193K	Buy	+2,274	New	+$178K	0.14%	27

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 $1.41B AUM 14.87% 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

Lowe Wealth Advisors's ESRX Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 882 shares — an estimated $84K sold.

Lowe Wealth Advisors first reported a position in ESRX in Q4 2014 and held it in 16 quarters. The position peaked at $202K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Lowe Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 882 Express Scripts Holding Company shares in Q4 2018, an estimated $84K.
Lowe Wealth Advisors first reported a position in Express Scripts Holding Company in Q4 2014 and held it in 16 quarters.
Lowe Wealth Advisors's Express Scripts Holding Company position peaked at $202K in Q2 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.