WAM
ESRX

Wealthspire Advisors (Maryland)’s Express Scripts Holding Company ESRX Stock Holding History

Wealthspire Advisors (Maryland)’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
-5,087
Closed -$483K – 2665
2018
Q3 		$483K Sell
5,087
-356
-7% -$30.3K 0.04% 253
2018
Q2 		$420K Sell
5,443
-1,037
-16% -$77.8K 0.04% 276
2018
Q1 		$448K Sell
6,480
-528
-8% -$40.3K 0.04% 266
2017
Q4 		$523K Sell
7,008
-85
-1% -$5.44K 0.05% 245
2017
Q3 		$449K Buy
7,093
+334
+5% +$20.8K 0.05% 258
2017
Q2 		$431K Buy
6,759
+1,750
+35% +$110K 0.05% 256
2017
Q1 		$330K Sell
5,009
-2,371
-32% -$163K 0.05% 267
2016
Q4 		$508K Sell
7,380
-2,818
-28% -$202K 0.08% 175
2016
Q3 		$719K Buy
10,198
+72
+0.7% +$5.38K 0.11% 127
2016
Q2 		$768K Sell
10,126
-576
-5% -$42.4K 0.13% 122
2016
Q1 		$735K Sell
10,702
-4,352
-29% -$313K 0.13% 113
2015
Q4 		$1.32M Buy
+15,054
New +$1.29M 0.24% 71

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

Wealthspire Advisors (Maryland)'s ESRX Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 5,087 shares — an estimated $483K sold.

Wealthspire Advisors (Maryland) first reported a position in ESRX in Q4 2015 and held it in 12 quarters. The position peaked at $1.32M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,087 Express Scripts Holding Company shares in Q4 2018, an estimated $483K.
  • Wealthspire Advisors (Maryland) first reported a position in Express Scripts Holding Company in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Express Scripts Holding Company position peaked at $1.32M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.