Zeke Capital Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Zeke Capital 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	-20,114	Closed	-$1.91M	–	702
2018 Q3	$1.91M	Hold	20,114	–	–	0.16%	103
2018 Q2	$1.55M	Hold	20,114	–	–	0.14%	118
2018 Q1	$1.39M	Hold	20,114	–	–	0.13%	137
2017 Q4	$1.5M	Buy	20,114 +7,767	+63%	+$497K	0.16%	119
2017 Q3	$782K	Buy	12,347 +5,688	+85%	+$353K	0.11%	154
2017 Q2	$425K	Buy	+6,659	New	+$418K	0.08%	153
2017 Q1	–	Sell	-3,860	Closed	-$266K	–	278
2016 Q4	$266K	Buy	+3,860	New	+$277K	0.07%	148

Other funds holding ESRX

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

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

Zeke Capital Advisors's ESRX Position: Q4 2018 in Review

Zeke Capital Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 20,114 shares — an estimated $1.91M sold.

Zeke Capital Advisors first reported a position in ESRX in Q4 2016 and held it in 7 quarters. The position peaked at $1.91M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Zeke Capital Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Zeke Capital Advisors sold 20,114 Express Scripts Holding Company shares in Q4 2018, an estimated $1.91M.
Zeke Capital Advisors first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 7 quarters.
Zeke Capital Advisors's Express Scripts Holding Company position peaked at $1.91M in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Zeke Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.