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

Modera 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	-2,298	Closed	-$218K	–	147
2018 Q3	$218K	Buy	+2,298	New	+$196K	0.04%	133
2016 Q4	–	Sell	-2,875	Closed	-$203K	–	117
2016 Q3	$203K	Sell	2,875 -3,404	-54%	-$255K	0.07%	105
2016 Q2	$476K	Buy	+6,279	New	+$462K	0.17%	53
2016 Q1	–	Sell	-2,790	Closed	-$244K	–	114
2015 Q4	$244K	Buy	2,790 +58	+2%	+$4.97K	0.1%	68
2015 Q3	$221K	Buy	2,732 +65	+2%	+$5.66K	0.09%	66
2015 Q2	$237K	Buy	2,667 +42	+2%	+$3.67K	0.09%	72
2015 Q1	$228K	Buy	2,625 +53	+2%	+$4.45K	0.09%	74
2014 Q4	$218K	Buy	+2,572	New	+$201K	0.08%	79
2014 Q1	–	Sell	-3,306	Closed	-$232K	–	88
2013 Q4	$232K	Buy	+3,306	New	+$216K	0.09%	79

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