WAS
ESRX

Winch Advisory Services’s Express Scripts Holding Company ESRX Stock Holding History

Winch Advisory Services’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
2016
Q4 		– Sell
-80
Closed -$6K – 313
2016
Q3 		$6K Buy
80
+7
+10% +$523 ﹤0.01% 187
2016
Q2 		$6K Hold
73
– – 0.01% 177
2016
Q1 		$5K Buy
+73
New +$5.25K 0.01% 159
2015
Q3 		– Sell
-9,762
Closed -$868K – 302
2015
Q2 		$868K Sell
9,762
-4,351
-31% -$380K 0.47% 58
2015
Q1 		$1.23M Buy
+14,113
New +$1.18M 0.71% 36
2014
Q4 		– Sell
-108
Closed -$8K – 205
2014
Q3 		$8K Hold
108
– – 0.01% 151
2014
Q2 		$7K Hold
108
– – ﹤0.01% 184
2014
Q1 		$8K Buy
+108
New +$8.09K 0.01% 193

Other funds holding ESRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return