MCIA
ESRX

Mountain Capital Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-221
Closed -$14K – 494
2017
Q3 		$14K Hold
221
– – 0.01% 235
2017
Q2 		$14K Buy
+221
New +$13.9K 0.01% 267

Other funds holding ESRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's ESRX Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2017, closing a stake of 221 shares — an estimated $14K sold.

Mountain Capital Investment Advisors first reported a position in ESRX in Q2 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2017. 1,109 funds tracked by Wall St. Rank hold ESRX as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 221 Express Scripts Holding Company shares in Q4 2017, an estimated $14K.
  • Mountain Capital Investment Advisors first reported a position in Express Scripts Holding Company in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Express Scripts Holding Company position peaked at $14K in Q3 2017.
  • 1,109 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.