BIM
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Bogle Investment Management’s Forrester Research FORR Stock Holding History

Bogle Investment Management’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
Q2 		– Sell
-15,604
Closed -$524K – 417
2016
Q1 		$524K Buy
+15,604
New +$481K 0.04% 329

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bogle Investment Management's FORR Position: Q2 2016 in Review

Bogle Investment Management sold out of Forrester Research (FORR) in Q2 2016, closing a stake of 15,604 shares — an estimated $524K sold.

Bogle Investment Management first reported a position in FORR in Q1 2016 and held it in 1 quarter. The position peaked at $524K in Q1 2016. 102 funds tracked by Wall St. Rank hold FORR as of Q2 2016.

  • Bogle Investment Management reported no remaining Forrester Research position as of Q2 2016 after selling out during the quarter.
  • Bogle Investment Management sold 15,604 Forrester Research shares in Q2 2016, an estimated $524K.
  • Bogle Investment Management first reported a position in Forrester Research in Q1 2016 and held it in 1 quarter.
  • Bogle Investment Management's Forrester Research position peaked at $524K in Q1 2016.
  • 102 funds tracked by Wall St. Rank held Forrester Research as of Q2 2016.

Based on Bogle Investment Management's 13F filing for Q2 2016, filed 12 Aug 2016.