KCM
FORR icon

Kennedy Capital Management’s Forrester Research FORR Stock Holding History

Kennedy Capital 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
2014
Q1 		– Sell
-6,936
Closed -$265K – 758
2013
Q4 		$265K Sell
6,936
-49,362
-88% -$1.89M ﹤0.01% 721
2013
Q3 		$2.07M Buy
56,298
+18,902
+51% +$669K 0.04% 532
2013
Q2 		$1.37M Buy
+37,396
New +$1.34M 0.03% 599

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kennedy Capital Management's FORR Position: Q1 2014 in Review

Kennedy Capital Management sold out of Forrester Research (FORR) in Q1 2014, closing a stake of 6,936 shares — an estimated $265K sold.

Kennedy Capital Management first reported a position in FORR in Q2 2013 and held it in 3 quarters. The position peaked at $2.07M in Q3 2013. 95 funds tracked by Wall St. Rank hold FORR as of Q1 2014.

  • Kennedy Capital Management reported no remaining Forrester Research position as of Q1 2014 after selling out during the quarter.
  • Kennedy Capital Management sold 6,936 Forrester Research shares in Q1 2014, an estimated $265K.
  • Kennedy Capital Management first reported a position in Forrester Research in Q2 2013 and held it in 3 quarters.
  • Kennedy Capital Management's Forrester Research position peaked at $2.07M in Q3 2013.
  • 95 funds tracked by Wall St. Rank held Forrester Research as of Q1 2014.

Based on Kennedy Capital Management's 13F filing for Q1 2014, filed 14 May 2014.