RA
FORR icon

Rational Advisors’s Forrester Research FORR Stock Holding History

Rational 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
2017
Q3 		– Sell
-7,900
Closed -$309K – 350
2017
Q2 		$309K Hold
7,900
– – 0.19% 131
2017
Q1 		$314K Sell
7,900
-8,000
-50% -$314K 0.21% 114
2016
Q4 		$683K Hold
15,900
– – 0.65% 56
2016
Q3 		$619K Hold
15,900
– – 0.41% 95
2016
Q2 		$586K Hold
15,900
– – 0.41% 72
2016
Q1 		$534K Buy
+15,900
New +$490K 0.35% 74

Other funds holding FORR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return