Moody National Bank Trust Division’s Forrester Research FORR Stock Holding History

Moody National Bank Trust Division’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 Q2	–	Sell	-98	Closed	-$5K	–	587
2019 Q1	$5K	Hold	98	–	–	﹤0.01%	897
2018 Q4	$4K	Buy	+98	New	+$4.18K	﹤0.01%	940

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Moody National Bank Trust Division's FORR Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Forrester Research (FORR) in Q2 2019, closing a stake of 98 shares — an estimated $5K sold.

Moody National Bank Trust Division first reported a position in FORR in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 128 funds tracked by Wall St. Rank hold FORR as of Q2 2019.

Moody National Bank Trust Division reported no remaining Forrester Research position as of Q2 2019 after selling out during the quarter.
Moody National Bank Trust Division sold 98 Forrester Research shares in Q2 2019, an estimated $5K.
Moody National Bank Trust Division first reported a position in Forrester Research in Q4 2018 and held it in 2 quarters.
Moody National Bank Trust Division's Forrester Research position peaked at $5K in Q1 2019.
128 funds tracked by Wall St. Rank held Forrester Research as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.