MWM
ESRX

Mascoma Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Mascoma Wealth Management’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
-226
Closed -$21K – 410
2018
Q3 		$21K Hold
226
– – 0.01% 235
2018
Q2 		$17K Buy
226
+5
+2% +$375 0.01% 239
2018
Q1 		$15K Sell
221
-111
-33% -$8.47K 0.01% 248
2017
Q4 		$25K Sell
332
-358
-52% -$22.9K 0.02% 198
2017
Q3 		$44K Buy
690
+8
+1% +$497 0.03% 157
2017
Q2 		$44K Sell
682
-151
-18% -$9.48K 0.03% 162
2017
Q1 		$55K Hold
833
– – 0.04% 136
2016
Q4 		$57K Buy
+833
New +$59.7K 0.04% 136

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
Brighton Jones LLC
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 $2.22B AUM 32.92% 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 $914M AUM
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Mascoma Wealth Management's ESRX Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 226 shares — an estimated $21K sold.

Mascoma Wealth Management first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $57K in Q4 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Mascoma Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 226 Express Scripts Holding Company shares in Q4 2018, an estimated $21K.
  • Mascoma Wealth Management first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • Mascoma Wealth Management's Express Scripts Holding Company position peaked at $57K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.