Sentences with phrase «held by an investor»

After all, bank stocks are widely held by investors across the country.

And if interest rates go up, the government would have to pay much more to finance the more than $ 14 trillion in Treasury debt held by investors.

Out of the six, Merrill Edge leads with the cheapest base - trade fee, but also imposes a restriction 20 % account value for penny stocks held by an investor.

Household relationship assets will be determined by aggregating the assets of eligible retail accounts held by the investor and his or her immediate family members who reside at the same address.

Interest income generated by municipal bonds is generally expected to be exempt from federal income taxes and, if the bonds are held by an investor resident in the state of issuance, state and local income taxes.

Credit default swaps are held by some investors for insurance against debt defaults.

There is a junior preferred tranche held by investors like Pershing Square and the Fairholme funds which is currently not receiving dividends and are submitting legal challenges to receive some portion of the earnings.

It's a risk that should not be underplayed given Woolworths is widely - held by investors and the Aldi threat is real and is gathering momentum.

Debt held by the public, such as Treasury securities held by investors outside the federal government, including that held by individuals, corporations, the Federal Reserve System and foreign, state and local governments.

Partial shares held by an investor.

Volatility funds are extremely volatile and should only be held by investors with a high risk tolerance.

Here the main reason: many of the shares are held by investors with a long time horizon, who have little inclination to trade.

A conservative portfolio is a group of stocks held by an investor with the goal of achieving steady returns, including dividends, while maintaining a lower level of risk.

Interest income generated by municipal bonds is generally expected to be exempt from federal income taxes and, if the bonds are held by an investor resident in the state of issuance, state and local income taxes.

As the title of the work suggests, it is dedicated entirely to the carry trade and its relation to the carry trade crowdedness — a term that describers a measure of the total volume of carry trade positions held by investors globally.

Stock currently held by investors, including restricted shares owned by the company's officers and insiders as well as those held by the public.

These are held by investors precisely because they piggyback on the good faith and credit of Uncle Sam.

A dollar inside a business earning 20 % ROE is worth twice as much as a dollar held by investors earning only 10 %.

Finally, a list of the largest companies held by my investors where there is still net buying going on:

When equity or balanced mutual funds were held by investors for less than 1 year, then it invited taxation of 15 percent as short term capital gains.

The Pledge Account is held by the Investor, but the obligor is permitted to trade in the pledged account.

Now, in theory, all is not lost — there's no automatic acquisition of dissenters» shares, i.e. shareholdings held by investors who are entitled to & have properly exercised appraisal rights under Delaware law.

this share price is the same whether held by an investor in a taxable or non-taxable account.

We determine membership by aggregating assets of all eligible accounts held by the investor and his or her immediate family members who reside at the same address, including investments in Vanguard mutual funds, Vanguard ETFs, annuities through Vanguard, The Vanguard 529 Plan, certain small - business accounts, and employer - sponsored retirement plans for which Vanguard provides record keeping services.

Of these mutual fund assets, 91 % were acquired and held by investors through advisers, and over 80 % of mutual fund investors said their last purchase was made through an adviser.

It may refer to appreciation of company stocks or bonds held by an investor, an increase in land valuation, or other upward revaluation of fixed assets.

That is, a credit default swap could not be entered for purely speculative purposes, but only to offset the default risk of the same or similar bonds held by the investor.

Measured at the end of the first quarter 2009, the ICI reported total US domiciled mutual fund assets of $ 9.2 trillion dollars or very close to 50 % of the $ 18.2 trillion dollars in mutual fund assets held by investors across the globe.

Its public, or marketable, debt (treasury notes, bonds and bills) is held by investors outside the federal government.

Despite the negative connotation of the term «junk bond,» these bonds are widely held by investors, especially in mutual funds and exchange - traded funds (ETFs), which mitigate the default risk for any individual bond.

The funds most commonly held by investors typically don't hold asset - backed securities with subprime collateral because of strict rules that regulate the funds.

These estimates are for the year - end capital gains distributions only, which will be re-invested and the resulting units immediately consolidated, so that the number of units held by each investor will not change.

More than $ 300 billion of auction - rate securities are held by investors ranging from mutual funds and big institutions to wealthy individual investors, according to Moody's Investors Service.

The collection of assets held by an investor.

The number of allowances that are believed to be held for compliance purposes includes 100 percent of the allowances held by Compliance - Oriented Entities and a portion of allowances held by Investors with Compliance Obligations.

Shortly thereafter Bitconnect shut down operations after approximately a year in business, tanking the value of the proprietary digital token held by investors in their staking program.

The subject property is owned and held by the investor for at least 24 months immediately following the 1031 Exchange («qualifying use period»); and

The subject property has been owned and held by the investor for at least 24 months immediately preceding the 1031 Exchange («qualifying use period»); and

Most second mortgages are owned by the nation's largest banks; many of the firsts are held by investors in MBS (mortgage - backed securities).

Although there have been regulations in place to thwart speculators, still about 25 per cent of the condo market is currently held by investors.

Sooner than you may think, in fact, we estimate less than 5 % of today's remaining finished lots are located in Class A locations and most of these lots have already been claimed by existing builders or are held by investors.

Not exact matches

Massmart Holdings followed suit in the Kenyan market in June 2015 through a deal made by its subsidiary, Game, further illustrating the importance of being several moves ahead of other multinationals and investors.

The many ETFs, which are by nature more tradeable than traditional index funds, can lead investors to unnecessarily deviate from simple buy - and - hold behavior.

500 Startups led the round, and was joined by investors including Asahi Medialab Ventures, DG Lab Fund (of Digital Garage and Daiwa Securities Group), Mobile Internet Capital, and Septeni Holdings.

Investors would get a (then) 35 % tax credit on money invested in a portfolio of startups managed by his firm, GrowthWorks Capital (now part of Matrix, a public holding company he created to bring together different divisions of his empire, including venture capital and mutual funds).

Optioment ran a website that's now offline, and it held events attended by as many as 700 retail investors in Austria, Die Presse reported today.

May stunned investors by putting Hinkley on hold in July, just hours before a deal was to be signed, saying she needed time to assess the project under which French utility firm EDF would build Britain's first new nuclear reactor in decades, backed by $ 8 billion of Chinese cash.

The good news for investors is the promise held out by a growing cadre of companies working to take on that infrastructure upgrade, turning unusable water into something we can drink and making water consumption more efficient.

During the 19 th century, government bonds were often held by London - based investors.

However, the vast majority of Canadians will not be impacted by these changes as most investors hold shares in public corporations, which are eligible for the current Dividend Tax Credit (which includes a 25 % gross up and a corresponding Dividend Tax Credit of 2/3, or 67 %).