Loomis, Sayles & Company
FORR icon

Loomis, Sayles & Company’s Forrester Research FORR Stock Holding History

Loomis, Sayles & Company’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
2017
Q4 		– Sell
-310
Closed -$13K – 877
2017
Q3 		$13K Buy
310
+26
+9% +$1.05K ﹤0.01% 778
2017
Q2 		$11K Hold
284
– – ﹤0.01% 793
2017
Q1 		$11K Hold
284
– – ﹤0.01% 800
2016
Q4 		$12K Buy
+284
New +$11.3K ﹤0.01% 823

Other funds holding FORR

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Loomis, Sayles & Company's FORR Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of Forrester Research (FORR) in Q4 2017, closing a stake of 310 shares — an estimated $13K sold.

Loomis, Sayles & Company first reported a position in FORR in Q4 2016 and held it in 4 quarters. The position peaked at $13K in Q3 2017. 120 funds tracked by Wall St. Rank hold FORR as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining Forrester Research position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 310 Forrester Research shares in Q4 2017, an estimated $13K.
  • Loomis, Sayles & Company first reported a position in Forrester Research in Q4 2016 and held it in 4 quarters.
  • Loomis, Sayles & Company's Forrester Research position peaked at $13K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held Forrester Research as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.