UCFA
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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 – 1380
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

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Renaissance Technologies
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Dimensional Fund Advisors
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
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Norges Bank
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return