PMFA
ESRX

Plante Moran Financial Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Plante Moran Financial 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
-616
Closed -$59K – 1004
2018
Q3 		$59K Sell
616
-764
-55% -$65.1K 0.02% 271
2018
Q2 		$107K Buy
1,380
+109
+9% +$8.18K 0.05% 219
2018
Q1 		$88K Sell
1,271
-22
-2% -$1.68K 0.05% 257
2017
Q4 		$97K Hold
1,293
– – 0.05% 231
2017
Q3 		$82K Hold
1,293
– – 0.05% 234
2017
Q2 		$83K Sell
1,293
-23
-2% -$1.45K 0.05% 237
2017
Q1 		$87K Sell
1,316
-799
-38% -$55K 0.05% 225
2016
Q4 		$145K Buy
2,115
+376
+22% +$26.9K 0.09% 168
2016
Q3 		$123K Sell
1,739
-283
-14% -$21.2K 0.08% 177
2016
Q2 		$153K Buy
2,022
+339
+20% +$24.9K 0.11% 140
2016
Q1 		$116K Sell
1,683
-110
-6% -$7.91K 0.09% 158
2015
Q4 		$157K Buy
1,793
+87
+5% +$7.45K 0.12% 136
2015
Q3 		$138K Sell
1,706
-112
-6% -$9.76K 0.11% 145
2015
Q2 		$162K Sell
1,818
-18
-1% -$1.57K 0.12% 137
2015
Q1 		$159K Sell
1,836
-245
-12% -$20.5K 0.11% 138
2014
Q4 		$176K Buy
2,081
+402
+24% +$31.4K 0.13% 116
2014
Q3 		$119K Sell
1,679
-341
-17% -$24.3K 0.1% 151
2014
Q2 		$140K Buy
2,020
+1,626
+413% +$114K 0.13% 112
2014
Q1 		$30K Hold
394
– – 0.03% 212
2013
Q4 		$28K Hold
394
– – 0.02% 309
2013
Q3 		$24K Buy
394
+299
+315% +$19.3K 0.01% 272
2013
Q2 		$6K Buy
+95
New +$5.72K ﹤0.01% 435

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 $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

Plante Moran Financial Advisors's ESRX Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 616 shares — an estimated $59K sold.

Plante Moran Financial Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $176K in Q4 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 616 Express Scripts Holding Company shares in Q4 2018, an estimated $59K.
  • Plante Moran Financial Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Plante Moran Financial Advisors's Express Scripts Holding Company position peaked at $176K in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.