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O'Shaughnessy Asset Management’s Forrester Research FORR Stock Holding History

O'Shaughnessy Asset Management’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
2017
Q1 		– Sell
-3
Closed – – 906
2016
Q4 		$0 Hold
3
– – ﹤0.01% 942
2016
Q3 		$0 Buy
+3
New +$119 ﹤0.01% 908

Other funds holding FORR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

O'Shaughnessy Asset Management's FORR Position: Q1 2017 in Review

O'Shaughnessy Asset Management sold out of Forrester Research (FORR) in Q1 2017, closing a stake of 3 shares.

O'Shaughnessy Asset Management first reported a position in FORR in Q3 2016 and held it in 2 quarters. The position peaked at $0 in Q4 2016. 122 funds tracked by Wall St. Rank hold FORR as of Q1 2017.

  • O'Shaughnessy Asset Management reported no remaining Forrester Research position as of Q1 2017 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 3 Forrester Research shares in Q1 2017.
  • O'Shaughnessy Asset Management first reported a position in Forrester Research in Q3 2016 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Forrester Research position peaked at $0 in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Forrester Research as of Q1 2017.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2017, filed 11 May 2017.