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 $108B AUM 26.14% 1-Year Est. Return

Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return

Meiji Yasuda Asset Management Tokyo, Japan $2B AUM 22.52% 1-Year Est. Return

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

Atlas Capital Advisors Jackson, Wyoming $875M AUM

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return