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OFI Advisors’s Forrester Research FORR Stock Holding History

OFI Advisors’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
2015
Q3 		$170K Buy
5,423
+278
+5% +$9.18K 0.01% 1280
2015
Q2 		$185K Buy
5,145
+389
+8% +$13.8K 0.01% 1290
2015
Q1 		$175K Buy
4,756
+1,111
+30% +$41.7K 0.01% 1305
2014
Q4 		$143K Sell
3,645
-51
-1% -$2.02K 0.01% 1364
2014
Q3 		$136K Sell
3,696
-58
-2% -$2.22K 0.01% 1333
2014
Q2 		$142K Buy
3,754
+298
+9% +$10.9K 0.01% 1327
2014
Q1 		$124K Buy
3,456
+275
+9% +$10.2K 0.01% 1345
2013
Q4 		$122K Buy
3,181
+404
+15% +$15.4K 0.01% 1344
2013
Q3 		$102K Buy
2,777
+382
+16% +$13.5K 0.01% 1324
2013
Q2 		$88K Buy
+2,395
New +$85.8K 0.01% 1323

Other funds holding FORR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

OFI Advisors's FORR Position: Q3 2015 in Review

OFI Advisors increased its Forrester Research (FORR) stake by 5.4% in Q3 2015, buying an estimated $9.18K and bringing the position to 5,423 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #1280.

OFI Advisors first reported a position in FORR in Q2 2013 and has held it in 10 quarters since. The position peaked at $185K in Q2 2015. 96 funds tracked by Wall St. Rank hold FORR as of Q3 2015.

  • OFI Advisors held 5,423 shares of Forrester Research worth $170K as of Q3 2015.
  • OFI Advisors bought 278 Forrester Research shares in Q3 2015, an estimated $9.18K.
  • Forrester Research made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1280 holding.
  • OFI Advisors first reported a position in Forrester Research in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Forrester Research position peaked at $185K in Q2 2015.
  • 96 funds tracked by Wall St. Rank held Forrester Research as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.