WIA
ESRX

Wealthstreet Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Wealthstreet Investment 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
-36,474
Closed -$3.46M – 358
2018
Q3 		$3.46M Sell
36,474
-405
-1% -$34.5K 0.43% 62
2018
Q2 		$2.85M Hold
36,879
– – 0.38% 69
2018
Q1 		$2.55M Hold
36,879
– – 0.32% 78
2017
Q4 		$2.75M Buy
+36,879
New +$2.36M 0.33% 75

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $2.22B AUM 32.92% 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 $914M AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Wealthstreet Investment Advisors's ESRX Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 36,474 shares — an estimated $3.46M sold.

Wealthstreet Investment Advisors first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $3.46M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 36,474 Express Scripts Holding Company shares in Q4 2018, an estimated $3.46M.
  • Wealthstreet Investment Advisors first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Express Scripts Holding Company position peaked at $3.46M in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.