RA
ESRX

Rational Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Rational 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
-810
Closed -$77K – 581
2018
Q3 		$77K Buy
810
+737
+1,010% +$62.8K 0.02% 261
2018
Q2 		$6K Buy
73
+31
+74% +$2.33K ﹤0.01% 383
2018
Q1 		$3K Buy
+42
New +$3.2K ﹤0.01% 459
2017
Q4 		– Sell
-4,100
Closed -$260K – 411
2017
Q3 		$260K Buy
+4,100
New +$255K 0.14% 175
2015
Q3 		$13K Hold
162
– – 0.01% 308
2015
Q2 		$14K Hold
162
– – ﹤0.01% 310
2015
Q1 		$14K Sell
162
-104
-39% -$8.72K ﹤0.01% 308
2014
Q4 		$23K Buy
+266
New +$20.8K ﹤0.01% 335
2013
Q4 		$28K Sell
396
-1,849
-82% -$121K ﹤0.01% 711
2013
Q3 		$139K Buy
2,245
+228
+11% +$14.7K 0.01% 573
2013
Q2 		$125K Buy
+2,017
New +$121K 0.01% 583

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 $1.41B AUM 14.87% 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

Rational Advisors's ESRX Position: Q4 2018 in Review

Rational Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 810 shares — an estimated $77K sold.

Rational Advisors first reported a position in ESRX in Q2 2013 and held it in 11 quarters. The position peaked at $260K in Q3 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Rational Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Rational Advisors sold 810 Express Scripts Holding Company shares in Q4 2018, an estimated $77K.
  • Rational Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 11 quarters.
  • Rational Advisors's Express Scripts Holding Company position peaked at $260K in Q3 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Rational Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.