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Analytic Investors’s Forrester Research FORR Stock Holding History

Analytic Investors’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$2.71M Buy
69,648
+6,734
+11% +$267K 0.03% 243
2016
Q2 		$2.32M Buy
62,914
+33,821
+116% +$1.21M 0.03% 260
2016
Q1 		$978K Buy
29,093
+12,200
+72% +$376K 0.01% 401
2015
Q4 		$481K Hold
16,893
– – 0.01% 504
2015
Q3 		$531K Sell
16,893
-137
-0.8% -$4.52K 0.01% 447
2015
Q2 		$614K Buy
17,030
+1,468
+9% +$51.9K 0.01% 438
2015
Q1 		$572K Sell
15,562
-200
-1% -$7.5K 0.01% 428
2014
Q4 		$620K Hold
15,762
– – 0.01% 405
2014
Q3 		$581K Sell
15,762
-3,845
-20% -$147K 0.01% 443
2014
Q2 		$743K Sell
19,607
-680
-3% -$24.9K 0.01% 360
2014
Q1 		$727K Buy
20,287
+1,430
+8% +$53.2K 0.01% 394
2013
Q4 		$721K Sell
18,857
-5,827
-24% -$223K 0.01% 341
2013
Q3 		$907K Buy
24,684
+4,047
+20% +$143K 0.01% 303
2013
Q2 		$757K Buy
+20,637
New +$740K 0.01% 387

Other funds holding FORR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Analytic Investors's FORR Position: Q3 2016 in Review

Analytic Investors increased its Forrester Research (FORR) stake by 11% in Q3 2016, buying an estimated $267K and bringing the position to 69,648 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #243.

Analytic Investors first reported a position in FORR in Q2 2013 and has held it in 14 quarters since. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2016.

  • Analytic Investors held 69,648 shares of Forrester Research worth $2.71M as of Q3 2016.
  • Analytic Investors bought 6,734 Forrester Research shares in Q3 2016, an estimated $267K.
  • Forrester Research made up 0.03% of Analytic Investors's portfolio in Q3 2016, its #243 holding.
  • Analytic Investors first reported a position in Forrester Research in Q2 2013 and has held it in 14 quarters since.
  • 116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.