P2 Capital Partners’s Forrester Research FORR Stock Holding History

P2 Capital Partners’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 Q3	–	Sell	-15,098	Closed	-$591K	–	16
2017 Q2	$591K	Sell	15,098 -660,838	-98%	-$26.1M	0.07%	14
2017 Q1	$26.9M	Sell	675,936 -449,672	-40%	-$17.7M	3.77%	10
2016 Q4	$48.3M	Hold	1,125,608	–	–	6.35%	9
2016 Q3	$43.8M	Hold	1,125,608	–	–	6.9%	7
2016 Q2	$41.5M	Hold	1,125,608	–	–	7.13%	8
2016 Q1	$37.8M	Hold	1,125,608	–	–	5.83%	8
2015 Q4	$32.1M	Hold	1,125,608	–	–	5.41%	10
2015 Q3	$35.4M	Buy	1,125,608 +155,035	+16%	+$5.12M	6.85%	7
2015 Q2	$35M	Buy	970,573 +48,222	+5%	+$1.7M	5.55%	8
2015 Q1	$33.9M	Sell	922,351 -247,671	-21%	-$9.29M	5.21%	9
2014 Q4	$46.1M	Sell	1,170,022 -7,973	-0.7%	-$316K	6.16%	8
2014 Q3	$43.4M	Hold	1,177,995	–	–	6.1%	8
2014 Q2	$44.6M	Sell	1,177,995 -329,522	-22%	-$12.1M	7.03%	7
2014 Q1	$54M	Hold	1,507,517	–	–	8.32%	6
2013 Q4	$57.7M	Hold	1,507,517	–	–	7.81%	5
2013 Q3	$55.4M	Hold	1,507,517	–	–	8.1%	5
2013 Q2	$55.3M	Buy	+1,507,517	New	+$54M	8.87%	4

Other funds holding FORR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

P2 Capital Partners's FORR Position: Q3 2017 in Review

P2 Capital Partners sold out of Forrester Research (FORR) in Q3 2017, closing a stake of 15,098 shares — an estimated $591K sold.

P2 Capital Partners first reported a position in FORR in Q2 2013 and held it in 17 quarters. The position peaked at $57.7M in Q4 2013. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2017.

P2 Capital Partners reported no remaining Forrester Research position as of Q3 2017 after selling out during the quarter.
P2 Capital Partners sold 15,098 Forrester Research shares in Q3 2017, an estimated $591K.
P2 Capital Partners first reported a position in Forrester Research in Q2 2013 and held it in 17 quarters.
P2 Capital Partners's Forrester Research position peaked at $57.7M in Q4 2013.
116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2017.

Based on P2 Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.