Oakbrook Investments’s Express Scripts Holding Company ESRX Stock Holding History

Oakbrook Investments’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	-21,980	Closed	-$2.09M	–	680
2018 Q3	$2.09M	Buy	21,980 +300	+1%	+$25.6K	0.12%	144
2018 Q2	$1.67M	Buy	21,680 +17,170	+381%	+$1.29M	0.11%	141
2018 Q1	$312K	Buy	+4,510	New	+$344K	0.02%	461
2014 Q1	–	Sell	-262,086	Closed	-$18.4M	–	636
2013 Q4	$18.4M	Sell	262,086 -18,656	-7%	-$1.22M	0.51%	52
2013 Q3	$17.4M	Sell	280,742 -1,827	-0.6%	-$118K	0.51%	54
2013 Q2	$17.4M	Buy	+282,569	New	+$17M	0.5%	47

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 $132M AUM 13.71% 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 $16.2B AUM 16.34% 1-Year Est. Return

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return