CCM
FORR icon

Copeland Capital Management’s Forrester Research FORR Stock Holding History

Copeland Capital 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
2019
Q1 		– Sell
-277
Closed -$12K – 271
2018
Q4 		$12K Buy
+277
New +$11.8K ﹤0.01% 182

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Copeland Capital Management's FORR Position: Q1 2019 in Review

Copeland Capital Management sold out of Forrester Research (FORR) in Q1 2019, closing a stake of 277 shares — an estimated $12K sold.

Copeland Capital Management first reported a position in FORR in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 132 funds tracked by Wall St. Rank hold FORR as of Q1 2019.

  • Copeland Capital Management reported no remaining Forrester Research position as of Q1 2019 after selling out during the quarter.
  • Copeland Capital Management sold 277 Forrester Research shares in Q1 2019, an estimated $12K.
  • Copeland Capital Management first reported a position in Forrester Research in Q4 2018 and held it in 1 quarter.
  • Copeland Capital Management's Forrester Research position peaked at $12K in Q4 2018.
  • 132 funds tracked by Wall St. Rank held Forrester Research as of Q1 2019.

Based on Copeland Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.