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

MinichMacGregor 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	-137	Closed	-$13K	–	595
2018 Q3	$13K	Sell	137 -78	-36%	-$6.65K	0.01%	295
2018 Q2	$16K	Sell	215 -32	-13%	-$2.4K	0.01%	240
2018 Q1	$17K	Buy	247 +32	+15%	+$2.44K	0.01%	227
2017 Q4	$16K	Hold	215	–	–	0.01%	234
2017 Q3	$13K	Hold	215	–	–	0.01%	248
2017 Q2	$13K	Hold	215	–	–	0.01%	243
2017 Q1	$14K	Hold	215	–	–	0.01%	233
2016 Q4	$14K	Hold	215	–	–	0.01%	220
2016 Q3	$15K	Hold	215	–	–	0.01%	217
2016 Q2	$16K	Sell	215 -116	-35%	-$8.53K	0.02%	196
2016 Q1	$22K	Buy	331 +36	+12%	+$2.59K	0.02%	165
2015 Q4	$25K	Buy	+295	New	+$25.3K	0.02%	150

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

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

MinichMacGregor Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 137 shares — an estimated $13K sold.

MinichMacGregor Wealth Management first reported a position in ESRX in Q4 2015 and held it in 12 quarters. The position peaked at $25K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 137 Express Scripts Holding Company shares in Q4 2018, an estimated $13K.
MinichMacGregor Wealth Management first reported a position in Express Scripts Holding Company in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Express Scripts Holding Company position peaked at $25K in Q4 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.