Newman Dignan & Sheerar Inc’s Express Scripts Holding Company ESRX Stock Holding History

Newman Dignan & Sheerar Inc’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	-2,919	Closed	-$280K	–	154
2018 Q3	$280K	Sell	2,919 -290	-9%	-$24.7K	0.12%	128
2018 Q2	$248	Hold	3,209	–	–	0.02%	141
2018 Q1	$230K	Sell	3,209 -200	-6%	-$15.3K	0.12%	147
2017 Q4	$254K	Hold	3,409	–	–	0.13%	152
2017 Q3	$216K	Hold	3,409	–	–	0.12%	151
2017 Q2	$218K	Hold	3,409	–	–	0.12%	146
2017 Q1	$225	Hold	3,409	–	–	0.1%	141
2016 Q4	$235K	Hold	3,409	–	–	0.14%	130
2016 Q3	$240K	Hold	3,409	–	–	0.15%	135
2016 Q2	$258K	Hold	3,409	–	–	0.16%	132
2016 Q1	$234K	Buy	3,409 +150	+5%	+$10.8K	0.17%	124
2015 Q4	$285K	Buy	3,259 +285	+10%	+$24.4K	0.2%	115
2015 Q3	$241K	Hold	2,974	–	–	0.15%	119
2015 Q2	$265K	Sell	2,974 -45	-1%	-$3.93K	0.19%	124
2015 Q1	$262K	Hold	3,019	–	–	0.19%	122
2014 Q4	$256	Hold	3,019	–	–	0.15%	127
2014 Q3	$213K	Hold	3,019	–	–	0.16%	136
2014 Q2	$209	Hold	3,019	–	–	0.12%	140
2014 Q1	$227K	Hold	3,019	–	–	0.16%	134
2013 Q4	$212	Buy	+3,019	New	+$197K	0.01%	138

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

Newman Dignan & Sheerar Inc's ESRX Position: Q4 2018 in Review

Newman Dignan & Sheerar Inc sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,919 shares — an estimated $280K sold.

Newman Dignan & Sheerar Inc first reported a position in ESRX in Q4 2013 and held it in 20 quarters. The position peaked at $285K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Newman Dignan & Sheerar Inc reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 2,919 Express Scripts Holding Company shares in Q4 2018, an estimated $280K.
Newman Dignan & Sheerar Inc first reported a position in Express Scripts Holding Company in Q4 2013 and held it in 20 quarters.
Newman Dignan & Sheerar Inc's Express Scripts Holding Company position peaked at $285K in Q4 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2018, filed 24 Jan 2019.