VFA
ESRX

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

Valeo 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
2018
Q4 		– Sell
-1,029
Closed -$99K – 1869
2018
Q3 		$99K Buy
1,029
+270
+36% +$23K 0.01% 403
2018
Q2 		$64K Buy
759
+46
+6% +$3.45K 0.01% 499
2018
Q1 		$49K Sell
713
-402
-36% -$30.7K 0.01% 496
2017
Q4 		$83K Sell
1,115
-309
-22% -$19.8K 0.01% 376
2017
Q3 		$90K Buy
+1,424
New +$88.5K 0.02% 306

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

Valeo Financial Advisors's ESRX Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,029 shares — an estimated $99K sold.

Valeo Financial Advisors first reported a position in ESRX in Q3 2017 and held it in 5 quarters. The position peaked at $99K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,029 Express Scripts Holding Company shares in Q4 2018, an estimated $99K.
  • Valeo Financial Advisors first reported a position in Express Scripts Holding Company in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors'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 Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.