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UBS’s Forrester Research FORR Stock Holding History

UBS’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
Q3 		$37K Sell
1,001
-511
-34% -$19.6K ﹤0.01% 7186
2014
Q2 		$57K Buy
1,512
+1,255
+488% +$45.9K ﹤0.01% 6693
2014
Q1 		$9K Sell
257
-1,616
-86% -$60.2K ﹤0.01% 9002
2013
Q4 		$72K Buy
1,873
+1,672
+832% +$63.9K ﹤0.01% 6469
2013
Q3 		$7K Sell
201
-3,726
-95% -$132K ﹤0.01% 9123
2013
Q2 		$144K Buy
+3,927
New +$141K ﹤0.01% 5454

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

UBS's FORR Position: Q3 2014 in Review

UBS reduced its Forrester Research (FORR) stake by 34% in Q3 2014, selling an estimated $19.6K and leaving 1,001 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #7186.

UBS first reported a position in FORR in Q2 2013 and has held it in 6 quarters since. The position peaked at $144K in Q2 2013. 95 funds tracked by Wall St. Rank hold FORR as of Q3 2014.

  • UBS held 1,001 shares of Forrester Research worth $37K as of Q3 2014.
  • UBS sold 511 Forrester Research shares in Q3 2014, an estimated $19.6K.
  • Forrester Research made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7186 holding.
  • UBS first reported a position in Forrester Research in Q2 2013 and has held it in 6 quarters since.
  • UBS's Forrester Research position peaked at $144K in Q2 2013.
  • 95 funds tracked by Wall St. Rank held Forrester Research as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.