OWP
ESRX

Obermeyer Wealth Partners’s Express Scripts Holding Company ESRX Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-58
Closed -$4K – 324
2013
Q2 		$4K Buy
+58
New +$3.49K ﹤0.01% 321

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JHIU
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Fidelity Investments
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Invesco
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Bank of New York Mellon
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Massachusetts Financial Services
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Obermeyer Wealth Partners's ESRX Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Express Scripts Holding Company (ESRX) in Q3 2013, closing a stake of 58 shares — an estimated $4K sold.

Obermeyer Wealth Partners first reported a position in ESRX in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 1,022 funds tracked by Wall St. Rank hold ESRX as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Express Scripts Holding Company position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 58 Express Scripts Holding Company shares in Q3 2013, an estimated $4K.
  • Obermeyer Wealth Partners first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Express Scripts Holding Company position peaked at $4K in Q2 2013.
  • 1,022 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.