SIS
ESRX

Sound Income Strategies’s Express Scripts Holding Company ESRX Stock Holding History

Sound Income Strategies’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
-195
Closed -$19K – 854
2018
Q3 		$19K Buy
195
+72
+59% +$6.14K 0.01% 252
2018
Q2 		$9K Buy
123
+7
+6% +$525 0.01% 344
2018
Q1 		$8K Hold
116
– – 0.01% 329
2017
Q4 		$9K Buy
+116
New +$7.42K 0.01% 248

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $1.59B 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

Sound Income Strategies's ESRX Position: Q4 2018 in Review

Sound Income Strategies sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 195 shares — an estimated $19K sold.

Sound Income Strategies first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Sound Income Strategies reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Sound Income Strategies sold 195 Express Scripts Holding Company shares in Q4 2018, an estimated $19K.
  • Sound Income Strategies first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Sound Income Strategies's Express Scripts Holding Company position peaked at $19K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Sound Income Strategies's 13F filing for Q4 2018, filed 8 Jan 2019.