TCI Wealth Advisors’s Forrester Research FORR Stock Holding History

TCI Wealth 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
2019 Q3	–	Sell	-51	Closed	-$2K	–	1529
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	1008
2019 Q1	$2K	Hold	51	–	–	﹤0.01%	1022
2018 Q4	$2K	Hold	51	–	–	﹤0.01%	992
2018 Q3	$2K	Hold	51	–	–	﹤0.01%	1032
2018 Q2	$2K	Buy	+51	New	+$2.18K	﹤0.01%	1078

Other funds holding FORR

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

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

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

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

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

ACH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

TCI Wealth Advisors's FORR Position: Q3 2019 in Review

TCI Wealth Advisors sold out of Forrester Research (FORR) in Q3 2019, closing a stake of 51 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in FORR in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2019.

TCI Wealth Advisors reported no remaining Forrester Research position as of Q3 2019 after selling out during the quarter.
TCI Wealth Advisors sold 51 Forrester Research shares in Q3 2019, an estimated $2K.
TCI Wealth Advisors first reported a position in Forrester Research in Q2 2018 and held it in 5 quarters.
TCI Wealth Advisors's Forrester Research position peaked at $2K in Q2 2019.
116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2019.

Based on TCI Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.