SWP
ESRX

Strategic Wealth Partners’s Express Scripts Holding Company ESRX Stock Holding History

Strategic Wealth Partners’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
-1,726
Closed -$164K – 733
2018
Q3 		$164K Sell
1,726
-285
-14% -$24.3K 0.09% 144
2018
Q2 		$155K Sell
2,011
-3,355
-63% -$252K 0.09% 159
2018
Q1 		$371K Sell
5,366
-1,977
-27% -$151K 0.19% 127
2017
Q4 		$447K Buy
+7,343
New +$470K 0.25% 113

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 $1.59B 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

Strategic Wealth Partners's ESRX Position: Q4 2018 in Review

Strategic Wealth Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,726 shares — an estimated $164K sold.

Strategic Wealth Partners first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $447K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Strategic Wealth Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,726 Express Scripts Holding Company shares in Q4 2018, an estimated $164K.
  • Strategic Wealth Partners first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Strategic Wealth Partners's Express Scripts Holding Company position peaked at $447K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

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