Moloney Securities Asset Management’s Express Scripts Holding Company ESRX Stock Holding History

Moloney Securities Asset 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	-3,208	Closed	-$305K	–	321
2018 Q3	$305K	Sell	3,208 -225	-7%	-$19.2K	0.11%	209
2018 Q2	$265K	Sell	3,433 -112	-3%	-$8.4K	0.1%	227
2018 Q1	$245K	Sell	3,545 -25	-0.7%	-$1.91K	0.1%	240
2017 Q4	$266K	Sell	3,570 -300	-8%	-$19.2K	0.11%	206
2017 Q3	$245K	Sell	3,870 -159	-4%	-$9.88K	0.11%	218
2017 Q2	$257K	Sell	4,029 -1,810	-31%	-$114K	0.13%	194
2017 Q1	$385K	Sell	5,839 -2,087	-26%	-$144K	0.2%	150
2016 Q4	$545K	Buy	+7,926	New	+$568K	0.33%	97

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 $1.59B 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

Moloney Securities Asset Management's ESRX Position: Q4 2018 in Review

Moloney Securities Asset Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,208 shares — an estimated $305K sold.

Moloney Securities Asset Management first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $545K in Q4 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Moloney Securities Asset Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Moloney Securities Asset Management sold 3,208 Express Scripts Holding Company shares in Q4 2018, an estimated $305K.
Moloney Securities Asset Management first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
Moloney Securities Asset Management's Express Scripts Holding Company position peaked at $545K in Q4 2016.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Moloney Securities Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.