Wealthcare Capital Management’s Express Scripts Holding Company ESRX Stock Holding History

Wealthcare Capital Management’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
2015 Q3	–	Sell	-98	Closed	-$9K	–	411
2015 Q2	$9K	Sell	98 -105	-52%	-$9.17K	﹤0.01%	222
2015 Q1	$18K	Buy	+203	New	+$17K	﹤0.01%	426
2014 Q1	–	Sell	-27	Closed	-$2K	–	170
2013 Q4	$2K	Hold	27	–	–	﹤0.01%	113
2013 Q3	$2K	Hold	27	–	–	﹤0.01%	114
2013 Q2	$2K	Buy	+27	New	+$1.63K	﹤0.01%	119

Other funds holding ESRX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthcare Capital Management's ESRX Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Express Scripts Holding Company (ESRX) in Q3 2015, closing a stake of 98 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in ESRX in Q2 2013 and held it in 5 quarters. The position peaked at $18K in Q1 2015. 1,235 funds tracked by Wall St. Rank hold ESRX as of Q3 2015.

Wealthcare Capital Management reported no remaining Express Scripts Holding Company position as of Q3 2015 after selling out during the quarter.
Wealthcare Capital Management sold 98 Express Scripts Holding Company shares in Q3 2015, an estimated $9K.
Wealthcare Capital Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 5 quarters.
Wealthcare Capital Management's Express Scripts Holding Company position peaked at $18K in Q1 2015.
1,235 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.