PFGIA
ESRX

Patriot Financial Group Insurance Agency’s Express Scripts Holding Company ESRX Stock Holding History

Patriot Financial Group Insurance Agency’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
-297
Closed -$28K – 1171
2018
Q3 		$28K Buy
+297
New +$25.3K 0.02% 418
2018
Q2 		– Sell
-75
Closed -$5K – 970
2018
Q1 		$5K Hold
75
– – ﹤0.01% 752
2017
Q4 		$6K Hold
75
– – ﹤0.01% 703
2017
Q3 		$4K Hold
75
– – ﹤0.01% 763
2017
Q2 		$5K Hold
75
– – 0.01% 698
2017
Q1 		$5K Hold
75
– – 0.01% 645
2016
Q4 		$5K Buy
+75
New +$5.38K 0.01% 582

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B 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 $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

Patriot Financial Group Insurance Agency's ESRX Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 297 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in ESRX in Q4 2016 and held it in 7 quarters. The position peaked at $28K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 297 Express Scripts Holding Company shares in Q4 2018, an estimated $28K.
  • Patriot Financial Group Insurance Agency first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Express Scripts Holding Company position peaked at $28K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.