River Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History

River Wealth 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	-200	Closed	-$19K	–	605
2018 Q3	$19K	Hold	200	–	–	0.01%	388
2018 Q2	$15K	Buy	+200	New	+$15K	0.01%	407
2016 Q3	–	Sell	-2,715	Closed	-$206K	–	153
2016 Q2	$206K	Buy	+2,715	New	+$200K	0.12%	144
2016 Q1	–	Sell	-2,840	Closed	-$248K	–	149
2015 Q4	$248K	Sell	2,840 -200	-7%	-$17.1K	0.16%	136
2015 Q3	$246K	Hold	3,040	–	–	0.17%	126
2015 Q2	$270K	Sell	3,040 -614	-17%	-$53.6K	0.17%	124
2015 Q1	$317K	Buy	+3,654	New	+$306K	0.2%	119

Other funds holding ESRX

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

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

River Wealth Advisors's ESRX Position: Q4 2018 in Review

River Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 200 shares — an estimated $19K sold.

River Wealth Advisors first reported a position in ESRX in Q1 2015 and held it in 7 quarters. The position peaked at $317K in Q1 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

River Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 200 Express Scripts Holding Company shares in Q4 2018, an estimated $19K.
River Wealth Advisors first reported a position in Express Scripts Holding Company in Q1 2015 and held it in 7 quarters.
River Wealth Advisors's Express Scripts Holding Company position peaked at $317K in Q1 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.