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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BP
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.