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

TCI 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	-5,280	Closed	-$502K	–	1787
2018 Q3	$502K	Hold	5,280	–	–	0.21%	87
2018 Q2	$408K	Buy	5,280 +53	+1%	+$3.98K	0.18%	97
2018 Q1	$361K	Sell	5,227 -82	-2%	-$6.26K	0.17%	97
2017 Q4	$396K	Buy	5,309 +164	+3%	+$10.5K	0.17%	103
2017 Q3	$326K	Hold	5,145	–	–	0.16%	102
2017 Q2	$328K	Hold	5,145	–	–	0.17%	97
2017 Q1	$339K	Hold	5,145	–	–	0.18%	91
2016 Q4	$354K	Hold	5,145	–	–	0.19%	92
2016 Q3	$363K	Hold	5,145	–	–	0.2%	86
2016 Q2	$390K	Sell	5,145 -65	-1%	-$4.78K	0.22%	84
2016 Q1	$358K	Sell	5,210 -466	-8%	-$33.5K	0.2%	88
2015 Q4	$496K	Buy	5,676 +836	+17%	+$71.6K	0.28%	72
2015 Q3	$392K	Buy	4,840 +97	+2%	+$8.45K	0.24%	79
2015 Q2	$422K	Buy	+4,743	New	+$414K	0.24%	76
2015 Q1	–	Sell	-5,064	Closed	-$429K	–	993
2014 Q4	$429K	Sell	5,064 -26	-0.5%	-$2.03K	0.27%	73
2014 Q3	$360K	Buy	5,090 +34	+0.7%	+$2.42K	0.23%	78
2014 Q2	$351K	Hold	5,056	–	–	0.21%	80
2014 Q1	$380K	Buy	+5,056	New	+$379K	0.25%	75

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 $1.59B 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

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

TCI Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 5,280 shares — an estimated $502K sold.

TCI Wealth Advisors first reported a position in ESRX in Q1 2014 and held it in 18 quarters. The position peaked at $502K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

TCI Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 5,280 Express Scripts Holding Company shares in Q4 2018, an estimated $502K.
TCI Wealth Advisors first reported a position in Express Scripts Holding Company in Q1 2014 and held it in 18 quarters.
TCI Wealth Advisors's Express Scripts Holding Company position peaked at $502K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.