YWP
ESRX

YorkBridge Wealth Partners’s Express Scripts Holding Company ESRX Stock Holding History

YorkBridge Wealth Partners’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
-523
Closed -$50K – 794
2018
Q3 		$50K Hold
523
– – 0.02% 360
2018
Q2 		$40K Hold
523
– – 0.02% 389
2018
Q1 		$37K Sell
523
-288
-36% -$22K 0.02% 403
2017
Q4 		$60K Sell
811
-116
-13% -$7.42K 0.03% 357
2017
Q3 		$59K Hold
927
– – 0.03% 358
2017
Q2 		$59K Hold
927
– – 0.03% 356
2017
Q1 		$57K Hold
927
– – 0.03% 357
2016
Q4 		$71K Buy
+927
New +$66.4K 0.04% 301

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

YorkBridge Wealth Partners's ESRX Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 523 shares — an estimated $50K sold.

YorkBridge Wealth Partners first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $71K in Q4 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 523 Express Scripts Holding Company shares in Q4 2018, an estimated $50K.
  • YorkBridge Wealth Partners first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • YorkBridge Wealth Partners's Express Scripts Holding Company position peaked at $71K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.