Next Financial Group’s Forrester Research FORR Stock Holding History

Next Financial Group’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
2020 Q1	–	Sell	-42	Closed	-$2K	–	2215
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	2162
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	2212
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	2114
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	1451
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	1735
2018 Q3	$2K	Buy	+42	New	+$1.93K	﹤0.01%	1303
2017 Q4	–	Sell	-42	Closed	-$2K	–	652
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	1597
2017 Q2	$2K	Hold	42	–	–	﹤0.01%	1725
2017 Q1	$2K	Hold	42	–	–	﹤0.01%	1691
2016 Q4	$2K	Hold	42	–	–	﹤0.01%	2154
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	2147
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	1658
2016 Q1	$1K	Hold	42	–	–	﹤0.01%	1625
2015 Q4	$1K	Hold	42	–	–	﹤0.01%	1679
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	1707
2015 Q2	$1K	Hold	42	–	–	﹤0.01%	1759
2015 Q1	$1K	Hold	42	–	–	﹤0.01%	1770
2014 Q4	$2K	Hold	42	–	–	﹤0.01%	1716
2014 Q3	$2K	Hold	42	–	–	﹤0.01%	2306
2014 Q2	$2K	Buy	+42	New	+$1.54K	﹤0.01%	1064

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

ACH

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Next Financial Group's FORR Position: Q1 2020 in Review

Next Financial Group sold out of Forrester Research (FORR) in Q1 2020, closing a stake of 42 shares — an estimated $2K sold.

Next Financial Group first reported a position in FORR in Q2 2014 and held it in 20 quarters. The position peaked at $2K in Q4 2019. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2020.

Next Financial Group reported no remaining Forrester Research position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 42 Forrester Research shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in Forrester Research in Q2 2014 and held it in 20 quarters.
Next Financial Group's Forrester Research position peaked at $2K in Q4 2019.
103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.