MSA
ESRX

Marino Stram & Associates’s Express Scripts Holding Company ESRX Stock Holding History

Marino Stram & Associates’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
-228
Closed -$22K – 677
2018
Q3 		$22K Hold
228
– – 0.02% 236
2018
Q2 		$18K Hold
228
– – 0.02% 258
2018
Q1 		$16K Hold
228
– – 0.01% 276
2017
Q4 		$17K Buy
+228
New +$14.6K 0.02% 273

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

Marino Stram & Associates's ESRX Position: Q4 2018 in Review

Marino Stram & Associates sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 228 shares — an estimated $22K sold.

Marino Stram & Associates first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Marino Stram & Associates reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 228 Express Scripts Holding Company shares in Q4 2018, an estimated $22K.
  • Marino Stram & Associates first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Express Scripts Holding Company position peaked at $22K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.