RWG
ESRX

Regal Wealth Group’s Express Scripts Holding Company ESRX Stock Holding History

Regal Wealth Group’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
-756
Closed -$72K – 172
2018
Q3 		$72K Hold
756
– – 0.05% 66
2018
Q2 		$58K Hold
756
– – 0.06% 71
2018
Q1 		$52K Hold
756
– – 0.04% 74
2017
Q4 		$56K Hold
756
– – 0.04% 71
2017
Q3 		$48K Sell
756
-320
-30% -$19.9K 0.04% 74
2017
Q2 		$69K Hold
1,076
– – 0.05% 66
2017
Q1 		$71K Sell
1,076
-115
-10% -$7.91K 0.05% 63
2016
Q4 		$82K Hold
1,191
– – 0.07% 53
2016
Q3 		$84K Hold
1,191
– – 0.08% 47
2016
Q2 		$90K Buy
1,191
+115
+11% +$8.46K 0.08% 46
2016
Q1 		$74K Hold
1,076
– – 0.07% 53
2015
Q4 		$94K Buy
+1,076
New +$92.2K 0.09% 47

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

Regal Wealth Group's ESRX Position: Q4 2018 in Review

Regal Wealth Group sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 756 shares — an estimated $72K sold.

Regal Wealth Group first reported a position in ESRX in Q4 2015 and held it in 12 quarters. The position peaked at $94K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Regal Wealth Group reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Regal Wealth Group sold 756 Express Scripts Holding Company shares in Q4 2018, an estimated $72K.
  • Regal Wealth Group first reported a position in Express Scripts Holding Company in Q4 2015 and held it in 12 quarters.
  • Regal Wealth Group's Express Scripts Holding Company position peaked at $94K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Regal Wealth Group's 13F filing for Q4 2018, filed 24 Jan 2019.