Mariner Independent Advisor Network’s Express Scripts Holding Company ESRX Stock Holding History

Mariner Independent Advisor Network’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
2017 Q3	–	Sell	-13,794	Closed	-$880K	–	211
2017 Q2	$880K	Buy	+13,794	New	+$866K	0.13%	139
2017 Q1	–	Sell	-19,629	Closed	-$1.35M	–	368
2016 Q4	$1.35M	Sell	19,629 -1,575	-7%	-$113K	0.22%	89
2016 Q3	$1.5M	Buy	+21,204	New	+$1.59M	0.21%	92
2015 Q4	–	Sell	-10,426	Closed	-$844K	–	147
2015 Q3	$844K	Buy	10,426 +1,578	+18%	+$137K	0.32%	80
2015 Q2	$787K	Buy	+8,848	New	+$773K	0.39%	64
2015 Q1	–	Sell	-8,922	Closed	-$755K	–	174
2014 Q4	$755K	Buy	8,922 +40	+0.5%	+$3.13K	0.35%	57
2014 Q3	$627K	Buy	8,882 +243	+3%	+$17.3K	0.33%	49
2014 Q2	$599K	Buy	+8,639	New	+$608K	0.29%	61

Other funds holding ESRX

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Mariner Independent Advisor Network's ESRX Position: Q3 2017 in Review

Mariner Independent Advisor Network sold out of Express Scripts Holding Company (ESRX) in Q3 2017, closing a stake of 13,794 shares — an estimated $880K sold.

Mariner Independent Advisor Network first reported a position in ESRX in Q2 2014 and held it in 8 quarters. The position peaked at $1.5M in Q3 2016. 1,034 funds tracked by Wall St. Rank hold ESRX as of Q3 2017.

Mariner Independent Advisor Network reported no remaining Express Scripts Holding Company position as of Q3 2017 after selling out during the quarter.
Mariner Independent Advisor Network sold 13,794 Express Scripts Holding Company shares in Q3 2017, an estimated $880K.
Mariner Independent Advisor Network first reported a position in Express Scripts Holding Company in Q2 2014 and held it in 8 quarters.
Mariner Independent Advisor Network's Express Scripts Holding Company position peaked at $1.5M in Q3 2016.
1,034 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q3 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2017, filed 7 Nov 2017.