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MUFG Americas’s Forrester Research FORR Stock Holding History

MUFG Americas’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
2018
Q1 		– Sell
-40
Closed -$2K – 907
2017
Q4 		$2K Sell
40
-24
-38% -$1.08K ﹤0.01% 956
2017
Q3 		$3K Hold
64
– – ﹤0.01% 993
2017
Q2 		$3K Buy
64
+4
+7% +$158 ﹤0.01% 990
2017
Q1 		$2K Hold
60
– – ﹤0.01% 1047
2016
Q4 		$3K Sell
60
-60
-50% -$2.39K ﹤0.01% 975
2016
Q3 		$5K Sell
120
-60
-33% -$2.38K ﹤0.01% 976
2016
Q2 		$7K Hold
180
– – ﹤0.01% 937
2016
Q1 		$6K Sell
180
-130
-42% -$4K ﹤0.01% 903
2015
Q4 		$9K Buy
+310
New +$9.66K ﹤0.01% 848

Other funds holding FORR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MUFG Americas's FORR Position: Q1 2018 in Review

MUFG Americas sold out of Forrester Research (FORR) in Q1 2018, closing a stake of 40 shares — an estimated $2K sold.

MUFG Americas first reported a position in FORR in Q4 2015 and held it in 9 quarters. The position peaked at $9K in Q4 2015. 118 funds tracked by Wall St. Rank hold FORR as of Q1 2018.

  • MUFG Americas reported no remaining Forrester Research position as of Q1 2018 after selling out during the quarter.
  • MUFG Americas sold 40 Forrester Research shares in Q1 2018, an estimated $2K.
  • MUFG Americas first reported a position in Forrester Research in Q4 2015 and held it in 9 quarters.
  • MUFG Americas's Forrester Research position peaked at $9K in Q4 2015.
  • 118 funds tracked by Wall St. Rank held Forrester Research as of Q1 2018.

Based on MUFG Americas's 13F filing for Q1 2018, filed 7 May 2018.