WCF
ESRX

West Coast Financial’s Express Scripts Holding Company ESRX Stock Holding History

West Coast Financial’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
-2,696
Closed -$256K – 142
2018
Q3 		$256K Buy
+2,696
New +$230K 0.06% 117
2017
Q1 		– Sell
-3,952
Closed -$272K – 129
2016
Q4 		$272K Sell
3,952
-56
-1% -$4.01K 0.09% 108
2016
Q3 		$283K Sell
4,008
-69,141
-95% -$5.17M 0.09% 110
2016
Q2 		$5.54M Buy
+73,149
New +$5.38M 2% 15

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 $1.41B AUM 14.87% 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

West Coast Financial's ESRX Position: Q4 2018 in Review

West Coast Financial sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,696 shares — an estimated $256K sold.

West Coast Financial first reported a position in ESRX in Q2 2016 and held it in 4 quarters. The position peaked at $5.54M in Q2 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • West Coast Financial reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • West Coast Financial sold 2,696 Express Scripts Holding Company shares in Q4 2018, an estimated $256K.
  • West Coast Financial first reported a position in Express Scripts Holding Company in Q2 2016 and held it in 4 quarters.
  • West Coast Financial's Express Scripts Holding Company position peaked at $5.54M in Q2 2016.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.