Ladenburg Thalmann Financial Services’s Forrester Research FORR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q1	–	Sell	-189	Closed	-$8K	–	5245
2018 Q4	$8K	Sell	189 -64	-25%	-$2.73K	﹤0.01%	4392
2018 Q3	$12K	Sell	253 -59	-19%	-$2.71K	﹤0.01%	4182
2018 Q2	$13K	Hold	312	–	–	﹤0.01%	4089
2018 Q1	$13K	Sell	312 -24	-7%	-$1.02K	﹤0.01%	4089
2017 Q4	$15K	Sell	336 -4	-1%	-$179	﹤0.01%	3961
2017 Q3	$14K	Buy	340 +72	+27%	+$2.9K	﹤0.01%	3885
2017 Q2	$10K	Buy	268 +148	+123%	+$5.85K	﹤0.01%	4001
2017 Q1	$5K	Buy	120 +41	+52%	+$1.61K	﹤0.01%	4299
2016 Q4	$3K	Buy	+79	New	+$3.14K	﹤0.01%	4411

Other funds holding FORR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FORR Position: Q1 2019 in Review

Ladenburg Thalmann Financial Services sold out of Forrester Research (FORR) in Q1 2019, closing a stake of 189 shares — an estimated $8K sold.

Ladenburg Thalmann Financial Services first reported a position in FORR in Q4 2016 and held it in 9 quarters. The position peaked at $15K in Q4 2017. 132 funds tracked by Wall St. Rank hold FORR as of Q1 2019.

Ladenburg Thalmann Financial Services reported no remaining Forrester Research position as of Q1 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 189 Forrester Research shares in Q1 2019, an estimated $8K.
Ladenburg Thalmann Financial Services first reported a position in Forrester Research in Q4 2016 and held it in 9 quarters.
Ladenburg Thalmann Financial Services's Forrester Research position peaked at $15K in Q4 2017.
132 funds tracked by Wall St. Rank held Forrester Research as of Q1 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2019, filed 15 May 2019.