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Systematic Financial Management’s Forrester Research FORR Stock Holding History

Systematic Financial 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
2014
Q4 		– Sell
-61,130
Closed -$2.25M – 695
2014
Q3 		$2.25M Buy
61,130
+9,795
+19% +$375K 0.02% 453
2014
Q2 		$1.94M Buy
+51,335
New +$1.88M 0.01% 477
2013
Q3 		– Sell
-41,810
Closed -$1.53M – 660
2013
Q2 		$1.53M Buy
+41,810
New +$1.5M 0.01% 402

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Systematic Financial Management's FORR Position: Q4 2014 in Review

Systematic Financial Management sold out of Forrester Research (FORR) in Q4 2014, closing a stake of 61,130 shares — an estimated $2.25M sold.

Systematic Financial Management first reported a position in FORR in Q2 2013 and held it in 3 quarters. The position peaked at $2.25M in Q3 2014. 94 funds tracked by Wall St. Rank hold FORR as of Q4 2014.

  • Systematic Financial Management reported no remaining Forrester Research position as of Q4 2014 after selling out during the quarter.
  • Systematic Financial Management sold 61,130 Forrester Research shares in Q4 2014, an estimated $2.25M.
  • Systematic Financial Management first reported a position in Forrester Research in Q2 2013 and held it in 3 quarters.
  • Systematic Financial Management's Forrester Research position peaked at $2.25M in Q3 2014.
  • 94 funds tracked by Wall St. Rank held Forrester Research as of Q4 2014.

Based on Systematic Financial Management's 13F filing for Q4 2014, filed 10 Feb 2015.