AssetMark Inc’s Forrester Research FORR Stock Holding History

AssetMark Inc’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
2018 Q1	–	Sell	-4	Closed	–	–	1613
2017 Q4	$0	Buy	+4	New	+$179	﹤0.01%	1956

Other funds holding FORR

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc's FORR Position: Q1 2018 in Review

AssetMark Inc sold out of Forrester Research (FORR) in Q1 2018, closing a stake of 4 shares.

AssetMark Inc first reported a position in FORR in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 118 funds tracked by Wall St. Rank hold FORR as of Q1 2018.

AssetMark Inc reported no remaining Forrester Research position as of Q1 2018 after selling out during the quarter.
AssetMark Inc sold 4 Forrester Research shares in Q1 2018.
AssetMark Inc first reported a position in Forrester Research in Q4 2017 and held it in 1 quarter.
AssetMark Inc's Forrester Research position peaked at $0 in Q4 2017.
118 funds tracked by Wall St. Rank held Forrester Research as of Q1 2018.

Based on AssetMark Inc's 13F filing for Q1 2018, filed 16 May 2018.