WAP
ESRX

Wealthcare Advisory Partners’s Express Scripts Holding Company ESRX Stock Holding History

Wealthcare Advisory 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
-1,434
Closed -$136K – 1321
2018
Q3 		$136K Sell
1,434
-740
-34% -$63.1K 0.03% 282
2018
Q2 		$168K Buy
2,174
+645
+42% +$48.4K 0.03% 243
2018
Q1 		$106K Buy
1,529
+1,200
+365% +$91.6K 0.02% 264
2017
Q4 		$25K Buy
329
+216
+191% +$13.8K 0.01% 498
2017
Q3 		$7K Buy
+113
New +$7.02K ﹤0.01% 610

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

Wealthcare Advisory Partners's ESRX Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,434 shares — an estimated $136K sold.

Wealthcare Advisory Partners first reported a position in ESRX in Q3 2017 and held it in 5 quarters. The position peaked at $168K in Q2 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,434 Express Scripts Holding Company shares in Q4 2018, an estimated $136K.
  • Wealthcare Advisory Partners first reported a position in Express Scripts Holding Company in Q3 2017 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Express Scripts Holding Company position peaked at $168K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.