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Epoch Investment Partners’s Forrester Research FORR Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-134,245
Closed -$5.22M – 297
2016
Q3 		$5.22M Sell
134,245
-382,539
-74% -$15.2M 0.02% 196
2016
Q2 		$19M Buy
516,784
+85
+0% +$3.03K 0.07% 163
2016
Q1 		$17.4M Buy
516,699
+15,400
+3% +$474K 0.07% 167
2015
Q4 		$14.3M Buy
501,299
+12,500
+3% +$390K 0.06% 168
2015
Q3 		$15.4M Sell
488,799
-233
-0% -$7.69K 0.06% 175
2015
Q2 		$17.6M Buy
489,032
+30,680
+7% +$1.08M 0.07% 179
2015
Q1 		$16.9M Sell
458,352
-11,200
-2% -$420K 0.06% 177
2014
Q4 		$18.5M Buy
469,552
+3,546
+0.8% +$141K 0.07% 169
2014
Q3 		$17.2M Sell
466,006
-20,430
-4% -$782K 0.07% 174
2014
Q2 		$18.4M Sell
486,436
-43,066
-8% -$1.58M 0.07% 178
2014
Q1 		$19M Buy
529,502
+22,495
+4% +$837K 0.08% 185
2013
Q4 		$19.4M Buy
507,007
+12,840
+3% +$491K 0.08% 182
2013
Q3 		$18.2M Buy
494,167
+23,850
+5% +$845K 0.08% 180
2013
Q2 		$17.3M Buy
+470,317
New +$16.9M 0.09% 172

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

Epoch Investment Partners's FORR Position: Q4 2016 in Review

Epoch Investment Partners sold out of Forrester Research (FORR) in Q4 2016, closing a stake of 134,245 shares — an estimated $5.22M sold.

Epoch Investment Partners first reported a position in FORR in Q2 2013 and held it in 14 quarters. The position peaked at $19.4M in Q4 2013. 127 funds tracked by Wall St. Rank hold FORR as of Q4 2016.

  • Epoch Investment Partners reported no remaining Forrester Research position as of Q4 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 134,245 Forrester Research shares in Q4 2016, an estimated $5.22M.
  • Epoch Investment Partners first reported a position in Forrester Research in Q2 2013 and held it in 14 quarters.
  • Epoch Investment Partners's Forrester Research position peaked at $19.4M in Q4 2013.
  • 127 funds tracked by Wall St. Rank held Forrester Research as of Q4 2016.

Based on Epoch Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.