SFA
ESRX

Sequoia Financial Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Sequoia 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
2017
Q1 		– Sell
-5,813
Closed -$400K – 305
2016
Q4 		$400K Sell
5,813
-3,159
-35% -$226K 0.06% 160
2016
Q3 		$633K Sell
8,972
-56
-0.6% -$4.19K 0.12% 106
2016
Q2 		$684K Buy
9,028
+4,746
+111% +$349K 0.19% 91
2016
Q1 		$294K Sell
4,282
-200
-4% -$14.4K 0.1% 140
2015
Q4 		$392K Sell
4,482
-369
-8% -$31.6K 0.16% 100
2015
Q3 		$393K Sell
4,851
-170
-3% -$14.8K 0.17% 99
2015
Q2 		$447K Buy
5,021
+591
+13% +$51.6K 0.19% 100
2015
Q1 		$384K Buy
4,430
+58
+1% +$4.87K 0.18% 106
2014
Q4 		$370K Buy
4,372
+1,132
+35% +$88.4K 0.25% 88
2014
Q3 		$229K Sell
3,240
-707
-18% -$50.4K 0.16% 143
2014
Q2 		$274K Buy
+3,947
New +$278K 0.21% 111

Other funds holding ESRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sequoia Financial Advisors's ESRX Position: Q1 2017 in Review

Sequoia Financial Advisors sold out of Express Scripts Holding Company (ESRX) in Q1 2017, closing a stake of 5,813 shares — an estimated $400K sold.

Sequoia Financial Advisors first reported a position in ESRX in Q2 2014 and held it in 11 quarters. The position peaked at $684K in Q2 2016. 1,109 funds tracked by Wall St. Rank hold ESRX as of Q1 2017.

  • Sequoia Financial Advisors reported no remaining Express Scripts Holding Company position as of Q1 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,813 Express Scripts Holding Company shares in Q1 2017, an estimated $400K.
  • Sequoia Financial Advisors first reported a position in Express Scripts Holding Company in Q2 2014 and held it in 11 quarters.
  • Sequoia Financial Advisors's Express Scripts Holding Company position peaked at $684K in Q2 2016.
  • 1,109 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q1 2017.

Based on Sequoia Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.