POIA
ESRX

Pin Oak Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Pin Oak 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
-102
Closed -$10K – 465
2018
Q3 		$10K Hold
102
– – 0.01% 320
2018
Q2 		$8K Hold
102
– – 0.01% 335
2018
Q1 		$7K Hold
102
– – 0.01% 357
2017
Q4 		$8K Buy
+102
New +$6.52K 0.01% 355

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 $4.53B AUM 21.1% 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

Pin Oak Investment Advisors's ESRX Position: Q4 2018 in Review

Pin Oak Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 102 shares — an estimated $10K sold.

Pin Oak Investment Advisors first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Pin Oak Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 102 Express Scripts Holding Company shares in Q4 2018, an estimated $10K.
  • Pin Oak Investment Advisors first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Pin Oak Investment Advisors's Express Scripts Holding Company position peaked at $10K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2018, filed 26 Feb 2019.