Sentences with phrase «held funds without»

This could mean account termination or held funds without notice.

Not exact matches

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

Simultaneously, the powerful Caisse de dépôt et placement du Québec pension fund, with its murky partial mandate to support economic development, boosted its holdings of Rona stock without explanation.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

It doesn't offer much for startups without a product, nor does it hold out any promise of equity funding.

OpenLedger integrated our SDK to make sure they never hold any of their user's funds and users can easily sign in without authenticating through a third party service.

If you sell shares of a Franklin Templeton fund that were held indirectly for your benefit in an account with your investment representative's firm or your bank's trust department or that were registered to you directly by the Fund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales chafund that were held indirectly for your benefit in an account with your investment representative's firm or your bank's trust department or that were registered to you directly by the Fund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales chaFund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales chaFund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales charge.

But if a donor contributes appreciated stock held for more than one year directly to a donor - advised fund account at Schwab Charitable ™ or another public charity, the donor can usually deduct the fair market value of the donation without realizing any capital gain.

These can be held on to without worrying about the Trading Mutual funds regularly for profit.

Portfolio holdings are subject to change without notice and are not intended as recommendations of individual stocks.Click here to access the full list of holdings for The Oakmark Fund as of the most recent quarter - end.

Traditional Hawala's are generally illegal in the United States as no one is allowed to hold or remit funds on behalf of someone else without being a licensed money transmitter both with FinCen (the Financial Crimes Enforcement Network) and with the US State regulators where the consumers» reside.

Rather, it provides you with the ability to invest in Ethereum similar to how a gold fund provides you with the ability to invest in gold without actually holding the gold.

Some big ones are: (a) whether the draft PROMESA legislation raises retroactivity issues that make it unfair to bondholders (including mutual funds and their investors) who may be subject to restructuring ex post without having had notice of that possibility ex ante; (b) relatedly, whether creating a bankruptcy - like restructuring process for Puerto Rico is bad for bondholders because it prevents holdout creditors from holding up restructuring negotiations, (c) how much oversight and sovereignty Puerto Rico should cede (for example, different stakeholders feel differently about the installation of an oversight board); (d) the extent to which austerity measures are feasible and should be imposed [fn1], and (d) and what substantive reforms should be put enacted going forward.

If you can hold the index fund through a 40 - 50 % bear market draw down without batting an eyelid, then you don't need the positive reinforcement of periodic dividends.

Don't let yourself be lured into chasing market - beating returns without first considering whether you can stomach sharp swings in value and whether you have diversified your holdings sufficiently to offset the risk that some of your go - go funds will end up goners.

Appreciated securities held for more than one year and donated directly to a public charity or a donor - advised fund account are generally deductible at fair market value without recognizing any capital gain.

Even without any concern about credit conditions, this set of evidence holds the Strategic Growth Fund to a fully hedged investment stance.

Part of me thinks that AFC have put transfers on hold until they can raise more funds and go back with one last try for Lemar, I know it looks dead in the water because Monaco have raised their asking price but it might be the fact we do not have that money and without that money it is dead... but we get the money and it could be on again.

Although the IDC has introduced wide - ranging reform legislation — which includes public matching funds for small donations — and held public hearings on the matter, they've refused to bring the bill to a vote without approval from the Senate Republicans.

This penchant for supporting his loyalists to circumvent laid - down procedures in the party has resulted in several scandals, including the infamous secret account at Ecobank which held over GHC 5 million party funds without the knowledge of the suspended General Secretary and National Chairman.

Republican mayoral candidate Paul Massey held a press conference today to outline the broad parameters of several transportation proposals, without providing any details, cost estimates or funding sources.

A privately funded company called Tri Alpha Energy has built a machine that forms a ball of superheated gas — at about 10 million degrees Celsius — and holds it steady for 5 milliseconds without decaying away.

In Rodriguez, the Supreme Court held that there is no constitutional right to education, so disparities in funding are not unconstitutional; in Davis, the court ruled that policies adopted without a discriminatory purpose but that have a discriminatory effect are not unconstitutional.

It is thus possible to ensure funding to a diverse range of educational choices without forcing any taxpayer to support a particular sort of instruction that might violate his or her most deeply held convictions.

In a letter Thursday to Schwarzenegger, Steinberg noted that under the state constitution, the Legislature is prohibited from sending to the governor any bill that appropriates funds except for emergency bills that have been recommended by the governor.Officials from the governor's Department of Finance have said that the federal school jobs money could not be released without a budget, but it is unclear if the administration still holds that position.

Perhaps most offensive of all, we equate the need for high stakes testing, and command - and - control policies, with the obligation to ensure the protection of the civil rights for our most at - risk children without any conversation about the funding, or even more necessary, accountability for those holding others accountable.

If taxpayers have no say whether a charter school can open and has no way to hold the charter school accountable once they are open, yet the school operates using public funds, that's taxation without representation.

Without hesitation, they shifted the next - generation Vette from indefinite hold to fully funded program.

It's basically like holding the best mutual fund in the world without an MER.

This allows the fund to hold these private securities without the regulation of the typical open - ended fund that is required to have at least 85 % of the fund liquid.

This can put the investor at risk because unlike a mutual fund, ETFs trade continually throughout the day, often without a complete picture of the value of the bond fund holdings.

Any fund that does not deliver, with cash holding or without, would be a matter of concern.

What's more, ETFs have a unique structure that allows them to redeem units without ever selling holdings: something mutual funds can't do.

For investors who want exposure to gold and silver, these two funds provide access to leading miners without the downside of directly holding the precious metals.

Once maturity is reached, the funds can be withdrawn without penalty, or account can be renewed and held for an additional term.

And since the fund holds more than 400 different stocks, you can benefit from these companies» rapid growth rates without depending too much on any single company's performance.

It can be bought at a net - zero cost, minimum - funded, over-funded, gifted, financed, 1035 exchanged, collateralized, generation skipped, and held until death, when the heirs can collect the insurance benefit without sky - high income and estate taxes.»

These funds use a type of derivative called a total return swap to get exposure to the companies in the S&P / TSX 60 or the S&P 500 without actually holding any of the stocks in these -LSB-...]

Investors who piled into these funds without understanding how they work were surprised to find that any holding period over one day meant all bets were off.

Portfolio Turnover Risk: The Advisor will sell portfolio securities when it is in the interests of the Fund and its shareholders to do so without regard to the length of time they have been held.

Exchange activity into and out of funds without a suggested holding period is assessed on a case - by - case basis.

If you are primarily interested in holding on to your investments for the long - term, you can trade these without a transaction fee, and save on the small fees associated with the funds themselves.

So, I would not just hold my bond fund without looking to see what lies beneath.

ETFs only make sense as an alternative to mutual funds, if you buy only very low cost, broadly diversified ETFs from a discount broker, and then you hold them for the long - term without trading

The most dramatic example comes from early 2002 to late 2007, when the Canadian dollar soared from $ 0.62 USD to almost $ 1.09 USD, punishing investors who held U.S. equity funds without currency hedging.

Tracking the individual holdings inside investment accounts like these isn't really possible or desirable, but it isn't obvious to me how I can model such an account as some kind of virtual mutual fund without accounting for gains and losses somehow.

On July 20, 2009, Spencer Capital Opportunity Fund, LP filed a lawsuit in Delaware pursuant to Section 211 (c) of the Delaware General Corporation Law requesting that the Court of Chancery of the State of Delaware (the «Chancery Court») order MRVC to hold its 2009 annual meeting of stockholders without delay and to grant other relief deemed appropriate by the Court.

An investor holding a value fund, without understanding the value factor, or the methodology of the fund would likely be very disappointed.

If you can hold the index fund through a 40 - 50 % bear market draw down without batting an eyelid, then you don't need the positive reinforcement of periodic dividends.

Because making markets in NextShares does not involve arbitrage, NextShares can maintain efficient share trading without disclosing fund holdings.