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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's ESRX Position: Q4 2016 in Review

Winch Advisory Services sold out of Express Scripts Holding Company (ESRX) in Q4 2016, closing a stake of 80 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in ESRX in Q1 2014 and held it in 8 quarters. The position peaked at $1.23M in Q1 2015. 1,150 funds tracked by Wall St. Rank hold ESRX as of Q4 2016.

Winch Advisory Services reported no remaining Express Scripts Holding Company position as of Q4 2016 after selling out during the quarter.
Winch Advisory Services sold 80 Express Scripts Holding Company shares in Q4 2016, an estimated $6K.
Winch Advisory Services first reported a position in Express Scripts Holding Company in Q1 2014 and held it in 8 quarters.
Winch Advisory Services's Express Scripts Holding Company position peaked at $1.23M in Q1 2015.
1,150 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.