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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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rational Advisors's FORR Position: Q3 2017 in Review

Rational Advisors sold out of Forrester Research (FORR) in Q3 2017, closing a stake of 7,900 shares — an estimated $309K sold.

Rational Advisors first reported a position in FORR in Q1 2016 and held it in 6 quarters. The position peaked at $683K in Q4 2016. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2017.

  • Rational Advisors reported no remaining Forrester Research position as of Q3 2017 after selling out during the quarter.
  • Rational Advisors sold 7,900 Forrester Research shares in Q3 2017, an estimated $309K.
  • Rational Advisors first reported a position in Forrester Research in Q1 2016 and held it in 6 quarters.
  • Rational Advisors's Forrester Research position peaked at $683K in Q4 2016.
  • 116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2017.

Based on Rational Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.