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Express Scripts

Q2 2018 vs Q3 2018

Comparing institutional holders between quarters

Quarters

Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AR Asset Management Inc
UNCHANGED
Shares24,441 from 24,441
Change0 (0%)
Value$2.3K (+$435)
Filed 2018-11-09
YHB Investment Advisors, Inc.
DECREASED
Shares12,290 from 37,869
Change-25,579 (-68%)
Value$1.2K (-$1.8K)
Filed 2018-10-29
Balasa Dinverno & Foltz LLC
INCREASED
Shares8,936 from 8,877
Change+59 (+1%)
Value$849 (+$164)
Filed 2018-10-24
Grassi Investment Management
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$760 (+$142)
Filed 2018-10-12
Sterling Investment Advisors, Ltd.
INCREASED
Shares3,937 from 3,775
Change+162 (+4%)
Value$374 (+$83)
Filed 2018-11-09
Acropolis Investment Management, LLC
INCREASED
Shares3,460 from 3,410
Change+50 (+1%)
Value$329 (+$66)
Filed 2018-10-03
Grimes & Co Wealth Management, LLC
NEW
Shares2,160
Change+2,160
Value$205
Filed 2018-11-09
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$132 (+$24)
Filed 2018-11-13
American Research & Management Co.
NEW
Shares873
Change+873
Value$83
Filed 2018-10-04
Gemmer Asset Management LLC
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$70 (+$13)
Filed 2018-10-12
Sonora Investment Management, LLC
DECREASED
Shares364 from 564
Change-200 (-35%)
Value$35 (-$9)
Filed 2018-10-18
Asset Advisors Corp
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Status
AR Asset Management Inc
UNCHANGED24,44124,44100%$1.9K$2.3K+$4352018-11-09
YHB Investment Advisors, Inc.
DECREASED12,29037,869-25,579-68%$2.9K$1.2K-$1.8K2018-10-29
Balasa Dinverno & Foltz LLC
INCREASED8,9368,877+59+1%$685$849+$1642018-10-24
Grassi Investment Management
UNCHANGED8,0008,00000%$618$760+$1422018-10-12
Sterling Investment Advisors, Ltd.
INCREASED3,9373,775+162+4%$291$374+$832018-11-09
Acropolis Investment Management, LLC
INCREASED3,4603,410+50+1%$263$329+$662018-10-03
Grimes & Co Wealth Management, LLC
NEW2,160—+2,160——$205—2018-11-09
Baker Ellis Asset Management LLC
UNCHANGED1,3941,39400%$108$132+$242018-11-13
American Research & Management Co.
NEW873—+873——$83—2018-10-04
Gemmer Asset Management LLC
UNCHANGED73773700%$57$70+$132018-10-12
Sonora Investment Management, LLC
DECREASED364564-200-35%$44$35-$92018-10-18
Asset Advisors Corp
N/A—6,200-6,200-100%$479———
Showing 12 of 12 institutions