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NFA
Nationwide Fund Advisors’s
Forrester Research
FORR
Stock Holding History
Nationwide Fund Advisors’s Portfolio
FORR Stock Details
FORR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
–
Sell
-5,636
Closed
-$236K
–
769
2017
Q3
$236K
Sell
5,636
-276
-5%
-$11.1K
﹤0.01%
2561
2017
Q2
$231K
Hold
5,912
–
–
﹤0.01%
2570
2017
Q1
$235K
Sell
5,912
-384
-6%
-$15.1K
﹤0.01%
2515
2016
Q4
$270K
Sell
6,296
-11,129
-64%
-$443K
﹤0.01%
2481
2016
Q3
$678K
Sell
17,425
-30,712
-64%
-$1.22M
﹤0.01%
2008
2016
Q2
$1.77M
Sell
48,137
-100
-0.2%
-$3.57K
0.01%
1418
2016
Q1
$1.62M
Buy
48,237
+155
+0.3%
+$4.78K
0.01%
1455
2015
Q4
$1.37M
Hold
48,082
–
–
0.01%
1555
2015
Q3
$1.51M
Sell
48,082
-800
-2%
-$26.4K
0.01%
1520
2015
Q2
$1.76M
Sell
48,882
-7,276
-13%
-$257K
0.01%
1514
2015
Q1
$2.06M
Sell
56,158
-1,953
-3%
-$73.2K
0.01%
1452
2014
Q4
$2.29M
Sell
58,111
-76
-0.1%
-$3.01K
0.01%
1342
2014
Q3
$2.15M
Sell
58,187
-522
-0.9%
-$20K
0.01%
1407
2014
Q2
$2.22M
Sell
58,709
-3,177
-5%
-$116K
0.01%
1422
2014
Q1
$2.22M
Sell
61,886
-2,966
-5%
-$110K
0.01%
1300
2013
Q4
$2.48M
Sell
64,852
-1,714
-3%
-$65.5K
0.01%
1347
2013
Q3
$2.45M
Buy
66,566
+1,764
+3%
+$62.5K
0.01%
1299
2013
Q2
$2.38M
Buy
+64,802
New
+$2.32M
0.01%
1192
Other funds holding FORR
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BP
Ballentine Partners
Waltham, Massachusetts
$7.18B AUM
21.21%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
ACM
American Capital Management
New York
$1.86B AUM
20.23%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
ACH
ArrowMark Colorado Holdings
Denver, Colorado
$3.76B AUM
21.77%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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