OBWP
ESRX

O'Brien Wealth Partners’s Express Scripts Holding Company ESRX Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-470
Closed -$45K – 221
2018
Q3 		$45K Buy
+470
New +$40.1K 0.03% 78
2018
Q2 		– Sell
-324
Closed -$22K – 187
2018
Q1 		$22K Buy
+324
New +$24.7K 0.02% 90

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $2.22B AUM 32.92% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

O'Brien Wealth Partners's ESRX Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 470 shares — an estimated $45K sold.

O'Brien Wealth Partners first reported a position in ESRX in Q1 2018 and held it in 2 quarters. The position peaked at $45K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 470 Express Scripts Holding Company shares in Q4 2018, an estimated $45K.
  • O'Brien Wealth Partners first reported a position in Express Scripts Holding Company in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Express Scripts Holding Company position peaked at $45K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.