SGAM
FORR icon

Smith Group Asset Management’s Forrester Research FORR Stock Holding History

Smith Group 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
2013
Q4 		– Sell
-41,400
Closed -$1.52M – 403
2013
Q3 		$1.52M Sell
41,400
-4,191
-9% -$148K 0.06% 162
2013
Q2 		$1.67M Buy
+45,591
New +$1.63M 0.07% 167

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

Smith Group Asset Management's FORR Position: Q4 2013 in Review

Smith Group Asset Management sold out of Forrester Research (FORR) in Q4 2013, closing a stake of 41,400 shares — an estimated $1.52M sold.

Smith Group Asset Management first reported a position in FORR in Q2 2013 and held it in 2 quarters. The position peaked at $1.67M in Q2 2013. 91 funds tracked by Wall St. Rank hold FORR as of Q4 2013.

  • Smith Group Asset Management reported no remaining Forrester Research position as of Q4 2013 after selling out during the quarter.
  • Smith Group Asset Management sold 41,400 Forrester Research shares in Q4 2013, an estimated $1.52M.
  • Smith Group Asset Management first reported a position in Forrester Research in Q2 2013 and held it in 2 quarters.
  • Smith Group Asset Management's Forrester Research position peaked at $1.67M in Q2 2013.
  • 91 funds tracked by Wall St. Rank held Forrester Research as of Q4 2013.

Based on Smith Group Asset Management's 13F filing for Q4 2013, filed 29 Jan 2014.