Summit Trail Advisors’s Forrester Research FORR Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-5	Closed	–	–	874
2017 Q4	$0	Buy	+5	New	+$224	﹤0.01%	2006

Other funds holding FORR

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Summit Trail Advisors's FORR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Forrester Research (FORR) in Q1 2018, closing a stake of 5 shares.

Summit Trail Advisors first reported a position in FORR in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 118 funds tracked by Wall St. Rank hold FORR as of Q1 2018.

Summit Trail Advisors reported no remaining Forrester Research position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 5 Forrester Research shares in Q1 2018.
Summit Trail Advisors first reported a position in Forrester Research in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Forrester Research position peaked at $0 in Q4 2017.
118 funds tracked by Wall St. Rank held Forrester Research as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.