Shine Investment Advisory Services’s Express Scripts Holding Company ESRX Stock Holding History

Shine Investment Advisory Services’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	-1,044	Closed	-$99K	–	699
2018 Q3	$99K	Hold	1,044	–	–	0.05%	183
2018 Q2	$81K	Hold	1,044	–	–	0.04%	221
2018 Q1	$72K	Hold	1,044	–	–	0.04%	231
2017 Q4	$78K	Sell	1,044 -67	-6%	-$4.29K	0.04%	222
2017 Q3	$70K	Buy	1,111 +67	+6%	+$4.16K	0.04%	235
2017 Q2	$67K	Buy	+1,044	New	+$65.6K	0.03%	224

Other funds holding ESRX

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 $4.53B AUM 21.1% 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 $1.59B 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

Shine Investment Advisory Services's ESRX Position: Q4 2018 in Review

Shine Investment Advisory Services sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,044 shares — an estimated $99K sold.

Shine Investment Advisory Services first reported a position in ESRX in Q2 2017 and held it in 6 quarters. The position peaked at $99K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Shine Investment Advisory Services reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Shine Investment Advisory Services sold 1,044 Express Scripts Holding Company shares in Q4 2018, an estimated $99K.
Shine Investment Advisory Services first reported a position in Express Scripts Holding Company in Q2 2017 and held it in 6 quarters.
Shine Investment Advisory Services's Express Scripts Holding Company position peaked at $99K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Shine Investment Advisory Services's 13F filing for Q4 2018, filed 23 Jan 2019.