United Capital Financial Advisors’s Forrester Research FORR Stock Holding History

United Capital Financial 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	-5,475	Closed	-$257K	–	1379
2019 Q2	$257K	Hold	5,475	–	–	﹤0.01%	1275
2019 Q1	$267K	Hold	5,475	–	–	﹤0.01%	1171
2018 Q4	$245K	Sell	5,475 -761	-12%	-$32.5K	﹤0.01%	1136
2018 Q3	$286K	Buy	+6,236	New	+$287K	﹤0.01%	1123

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

United Capital Financial Advisors's FORR Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Forrester Research (FORR) in Q3 2019, closing a stake of 5,475 shares — an estimated $257K sold.

United Capital Financial Advisors first reported a position in FORR in Q3 2018 and held it in 4 quarters. The position peaked at $286K in Q3 2018. 116 funds tracked by Wall St. Rank hold FORR as of Q3 2019.

United Capital Financial Advisors reported no remaining Forrester Research position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 5,475 Forrester Research shares in Q3 2019, an estimated $257K.
United Capital Financial Advisors first reported a position in Forrester Research in Q3 2018 and held it in 4 quarters.
United Capital Financial Advisors's Forrester Research position peaked at $286K in Q3 2018.
116 funds tracked by Wall St. Rank held Forrester Research as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.