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Index Management Solutions’s Forrester Research FORR Stock Holding History

Index Management Solutions’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
2014
Q3 		– Sell
-16,143
Closed -$611K – 1100
2014
Q2 		$611K Buy
16,143
+11,180
+225% +$409K 0.07% 247
2014
Q1 		$178K Buy
+4,963
New +$185K 0.03% 289

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
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Index Management Solutions's FORR Position: Q3 2014 in Review

Index Management Solutions sold out of Forrester Research (FORR) in Q3 2014, closing a stake of 16,143 shares — an estimated $611K sold.

Index Management Solutions first reported a position in FORR in Q1 2014 and held it in 2 quarters. The position peaked at $611K in Q2 2014. 95 funds tracked by Wall St. Rank hold FORR as of Q3 2014.

  • Index Management Solutions reported no remaining Forrester Research position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 16,143 Forrester Research shares in Q3 2014, an estimated $611K.
  • Index Management Solutions first reported a position in Forrester Research in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's Forrester Research position peaked at $611K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held Forrester Research as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.