First Trust Advisors’s Forrester Research FORR Stock Holding History

First Trust 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
2020 Q2	–	Sell	-47,382	Closed	-$1.39M	–	2404
2020 Q1	$1.39M	Buy	47,382 +35,489	+298%	+$1.35M	﹤0.01%	1463
2019 Q4	$496K	Buy	+11,893	New	+$443K	﹤0.01%	2120
2019 Q1	–	Sell	-4,747	Closed	-$212K	–	2422
2018 Q4	$212K	Sell	4,747 -22	-0.5%	-$938	﹤0.01%	2327
2018 Q3	$219K	Sell	4,769 -164	-3%	-$7.54K	﹤0.01%	2363
2018 Q2	$207K	Sell	4,933 -810	-14%	-$34.7K	﹤0.01%	2348
2018 Q1	$238K	Buy	5,743 +679	+13%	+$29K	﹤0.01%	2213
2017 Q4	$224K	Buy	5,064 +37	+0.7%	+$1.66K	﹤0.01%	2304
2017 Q3	$210K	Sell	5,027 -399	-7%	-$16.1K	﹤0.01%	2315
2017 Q2	$212K	Sell	5,426 -384	-7%	-$15.2K	﹤0.01%	2275
2017 Q1	$231K	Buy	5,810 +937	+19%	+$36.8K	﹤0.01%	2278
2016 Q4	$209K	Sell	4,873 -15,536	-76%	-$618K	﹤0.01%	2354
2016 Q3	$794K	Buy	+20,409	New	+$808K	﹤0.01%	1819
2015 Q3	–	Sell	-5,651	Closed	-$204K	–	2285
2015 Q2	$204K	Sell	5,651 -5	-0.1%	-$177	﹤0.01%	2159
2015 Q1	$208K	Sell	5,656 -27,143	-83%	-$1.02M	﹤0.01%	2149
2014 Q4	$1.29M	Buy	32,799 +13,985	+74%	+$555K	﹤0.01%	1644
2014 Q3	$693K	Buy	+18,814	New	+$720K	﹤0.01%	1824
2013 Q4	–	Sell	-16,015	Closed	-$588K	–	2213
2013 Q3	$588K	Buy	16,015 +6,604	+70%	+$234K	﹤0.01%	1821
2013 Q2	$345K	Buy	+9,411	New	+$337K	﹤0.01%	1984

Other funds holding FORR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

First Trust Advisors's FORR Position: Q2 2020 in Review

First Trust Advisors sold out of Forrester Research (FORR) in Q2 2020, closing a stake of 47,382 shares — an estimated $1.39M sold.

First Trust Advisors first reported a position in FORR in Q2 2013 and held it in 18 quarters. The position peaked at $1.39M in Q1 2020. 100 funds tracked by Wall St. Rank hold FORR as of Q2 2020.

First Trust Advisors reported no remaining Forrester Research position as of Q2 2020 after selling out during the quarter.
First Trust Advisors sold 47,382 Forrester Research shares in Q2 2020, an estimated $1.39M.
First Trust Advisors first reported a position in Forrester Research in Q2 2013 and held it in 18 quarters.
First Trust Advisors's Forrester Research position peaked at $1.39M in Q1 2020.
100 funds tracked by Wall St. Rank held Forrester Research as of Q2 2020.

Based on First Trust Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.