GWM
FORR icon

Greenwich Wealth Management’s Forrester Research FORR Stock Holding History

Greenwich Wealth 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
2015
Q3 		– Sell
-5,850
Closed -$211K – 172
2015
Q2 		$211K Buy
5,850
+200
+4% +$7.07K 0.03% 162
2015
Q1 		$208K Buy
+5,650
New +$212K 0.02% 161

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
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Greenwich Wealth Management's FORR Position: Q3 2015 in Review

Greenwich Wealth Management sold out of Forrester Research (FORR) in Q3 2015, closing a stake of 5,850 shares — an estimated $211K sold.

Greenwich Wealth Management first reported a position in FORR in Q1 2015 and held it in 2 quarters. The position peaked at $211K in Q2 2015. 96 funds tracked by Wall St. Rank hold FORR as of Q3 2015.

  • Greenwich Wealth Management reported no remaining Forrester Research position as of Q3 2015 after selling out during the quarter.
  • Greenwich Wealth Management sold 5,850 Forrester Research shares in Q3 2015, an estimated $211K.
  • Greenwich Wealth Management first reported a position in Forrester Research in Q1 2015 and held it in 2 quarters.
  • Greenwich Wealth Management's Forrester Research position peaked at $211K in Q2 2015.
  • 96 funds tracked by Wall St. Rank held Forrester Research as of Q3 2015.

Based on Greenwich Wealth Management's 13F filing for Q3 2015, filed 5 Nov 2015.