FQ
FORR icon

First Quadrant’s Forrester Research FORR Stock Holding History

First Quadrant’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
Q2 		– Sell
-9,549
Closed -$396K – 784
2018
Q1 		$396K Hold
9,549
– – 0.01% 523
2017
Q4 		$422K Buy
9,549
+4,120
+76% +$185K 0.01% 565
2017
Q3 		$227K Hold
5,429
– – ﹤0.01% 683
2017
Q2 		$213K Sell
5,429
-4,947
-48% -$196K ﹤0.01% 674
2017
Q1 		$412K Hold
10,376
– – 0.01% 561
2016
Q4 		$446K Sell
10,376
-7,030
-40% -$280K 0.01% 552
2016
Q3 		$677K Buy
+17,406
New +$689K 0.01% 499

Other funds holding FORR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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