WBI Investments’s Forrester Research FORR Stock Holding History

WBI Investments’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
2017 Q1	–	Sell	-16,664	Closed	-$716K	–	309
2016 Q4	$716K	Buy	16,664 +3,949	+31%	+$157K	0.03%	225
2016 Q3	$495K	Buy	+12,715	New	+$504K	0.02%	240

Other funds holding FORR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WBI Investments's FORR Position: Q1 2017 in Review

WBI Investments sold out of Forrester Research (FORR) in Q1 2017, closing a stake of 16,664 shares — an estimated $716K sold.

WBI Investments first reported a position in FORR in Q3 2016 and held it in 2 quarters. The position peaked at $716K in Q4 2016. 122 funds tracked by Wall St. Rank hold FORR as of Q1 2017.

WBI Investments reported no remaining Forrester Research position as of Q1 2017 after selling out during the quarter.
WBI Investments sold 16,664 Forrester Research shares in Q1 2017, an estimated $716K.
WBI Investments first reported a position in Forrester Research in Q3 2016 and held it in 2 quarters.
WBI Investments's Forrester Research position peaked at $716K in Q4 2016.
122 funds tracked by Wall St. Rank held Forrester Research as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.