Berman Capital Advisors’s Forrester Research FORR Stock Holding History

Berman Capital Advisors’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
2019 Q3	–	Sell	-51	Closed	-$2K	–	1487
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	1188
2019 Q1	$2K	Hold	51	–	–	﹤0.01%	1083
2018 Q4	$2K	Buy	+51	New	+$2.17K	﹤0.01%	861

Other funds holding FORR

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

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

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

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

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

ACH

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

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

Norges Bank Oslo, Norway $1T AUM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Berman Capital Advisors's FORR Position: Q3 2019 in Review

Berman Capital Advisors sold out of Forrester Research (FORR) in Q3 2019, closing a stake of 51 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in FORR in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2019.

Berman Capital Advisors reported no remaining Forrester Research position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 51 Forrester Research shares in Q3 2019, an estimated $2K.
Berman Capital Advisors first reported a position in Forrester Research in Q4 2018 and held it in 3 quarters.
Berman Capital Advisors's Forrester Research position peaked at $2K in Q2 2019.
116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.