OIA
ESRX

Optimum Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Optimum 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
2018
Q4 		– Sell
-2,371
Closed -$225K – 1074
2018
Q3 		$225K Sell
2,371
-1,038
-30% -$88.5K 0.06% 285
2018
Q2 		$263K Hold
3,409
– – 0.08% 253
2018
Q1 		$235K Sell
3,409
-1,162
-25% -$88.7K 0.07% 262
2017
Q4 		$341K Sell
4,571
-900
-16% -$57.6K 0.11% 210
2017
Q3 		$346K Buy
5,471
+2,150
+65% +$134K 0.12% 204
2017
Q2 		$212K Buy
+3,321
New +$209K 0.07% 270
2017
Q1 		– Sell
-6,271
Closed -$431K – 296
2016
Q4 		$431K Hold
6,271
– – 0.16% 170
2016
Q3 		$442K Sell
6,271
-100
-2% -$7.48K 0.17% 174
2016
Q2 		$483K Buy
6,371
+100
+2% +$7.35K 0.19% 153
2016
Q1 		$431K Sell
6,271
-3,980
-39% -$286K 0.17% 161
2015
Q4 		$896K Buy
10,251
+412
+4% +$35.3K 0.35% 86
2015
Q3 		$797K Buy
+9,839
New +$857K 0.32% 94
2015
Q1 		$823K Sell
9,489
-500
-5% -$41.9K 0.26% 107
2014
Q4 		$846K Buy
9,989
+800
+9% +$62.5K 0.27% 100
2014
Q3 		$649K Sell
9,189
-962
-9% -$68.5K 0.22% 127
2014
Q2 		$704K Buy
10,151
+12
+0.1% +$845 0.23% 121
2014
Q1 		$761K Buy
10,139
+950
+10% +$71.1K 0.29% 98
2013
Q4 		$645K Sell
9,189
-15
-0.2% -$980 0.24% 112
2013
Q3 		$569K Buy
+9,204
New +$595K 0.23% 118

Other funds holding ESRX

SEI Investments
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
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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

Optimum Investment Advisors's ESRX Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,371 shares — an estimated $225K sold.

Optimum Investment Advisors first reported a position in ESRX in Q3 2013 and held it in 19 quarters. The position peaked at $896K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,371 Express Scripts Holding Company shares in Q4 2018, an estimated $225K.
  • Optimum Investment Advisors first reported a position in Express Scripts Holding Company in Q3 2013 and held it in 19 quarters.
  • Optimum Investment Advisors's Express Scripts Holding Company position peaked at $896K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.