Sentences with phrase «held in portfolio by»

This 2,000 limit is exclusive of loans held in portfolio by both the creditor and its affiliates.

Loans held in portfolio by the creditor and its affiliates would also be excluded from the amount.

In October, Fidelity reduced the value of the Zenefits shares it holds in its portfolio by 48 percent.

Find the best Canadian blue chip stocks to hold in your portfolio by following TSI Network and using our three - part Successful Investor strategy:

Not exact matches

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

It was also then that some of the biggest marketers succeeded with a business model that may still hold about an 80 percent share of the DRTV market: Find products created by a would - be Edison somewhere in America, market them on DRTV, give a small royalty cut to the inventor, and share the risk of a capricious DRTV audience across your product portfolio.

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).

A 10 - times return over six years, a hypothetical holding period, means an investor rate of return of 46 percent, although returns are inherently diluted by other investments in the portfolio.

It's a division of Berkshire Hathaway Inc., the giant holding company led by Warren Buffett, which has dramatically expanded its mortgage brokerage portfolio in recent years, reporting nearly 28,000 loans worth $ 7.3 billion last year.

Warren also zeroed in on a popular industry proposal discussed by Blanton and others that would allow banks to count all loans held in portfolio as QM loans, noting that it would help financial institutions of all sizes.

Investments in a mutual fund are selected and monitored by a professional portfolio manager who decides when to buy and sell the investment held by the fund, based on the fund's investment objectives.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

But regulators have noted wide differences in how much capital is held by different lenders to cover essentially similar portfolios and the new rules will help correct this.

Eligible Fidelity retail accounts generally include those maintained by Fidelity Brokerage Services or held in Portfolio Advisory Services accounts [excluding assets maintained through Fidelity - recordkept retirement saving plans, such as 401 (k) and 403 (b) plan assets].

While you don't pick specific properties to invest in — there's one REIT that holds these properties and you invest in the REIT itself — you can get a good feel for the portfolio holdings by reviewing the details of the individual properties online.

Ratings by S&P and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

A CORE HOLDING FOR ANY PORTFOLIO This Fund seeks high current income and some long - term capital appreciation by investing primarily in Canadian federal and provincial government and corporate bonds, debentures and short - term notes.

While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings (portfolio and other statistics over the past three years).

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

Owned by Suntory Holdings Limited, Beam Suntory has a dynamic portfolio with unparalleled expertise in whisky, including world leadership in Bourbon and Japanese Whisky, and strength across many key categories including tequila, vodka, cognac, rum and cordials.

Quick Portfolio Updates Creston Creston, a smaller holding, was bought out by its largest shareholder in November.

Our fiscal year underperformance relative to the S&P 500 can be explained by weak results in two of our portfolio holdings from late July through late August, when our portfolio underperformed by 4.47 % as both L Brands and NOW, Inc declined materially (discussed in more detail below).

Through diversification into horizontal markets, SinglePoint is building its portfolio by acquiring an interest in undervalued subsidiaries, thereby providing a rich, diversified holding base.

Today, in contrast, the Fed presides over a vast portfolio, with assets consisting mainly of long - term Treasury securities and mortgage - backed securities, instead of the short - term Treasuries it once held; and that portfolio is funded more by banks» holdings of substantial excess reserves than by circulating Federal Reserve notes.

Buffett's bet, a company called Protege Partners a decade ago that he could get superior returns by simply investing in a bargain - priced stock - index fund, which held a static portfolio.

Ultimately, Government of Canada marketable securities are mostly held by Canadians, and can be found in retail and institutional investment portfolios, insurance and pension funds, as well as a variety of other investment vehicles.

Pentafund takes another approach by using both buy - and - hold and arbitrage as key tools in their portfolio.

As many of you know, I have been heavily adding to my large Canadian banks (TD, BNS, RY) in my ROTH for several months, averaging down my purchase price and wanted to expand my portfolio holdings beyond the banks by adding an additional industrial name (DOV) and consumer staple (ADM).

The only fees charged to clients are the net expense ratios charged by the ETF holdings in the portfolio (every robo - advisor does this).

By writing options on the securities held in the portfolio, PBP adds income from call premiums at the expense of upside, so returns have differed greatly from those of our benchmark.

More impressive, Icahn claims his portfolio has largely been hedged in the last few years — his stock holdings offset by large short positions of the S&P 500 Index.

Portfolio holdings represent only securities held in the U.S. domiciled Oakmark Funds and may not be representative of any other portfolio managed by Harris AssociPortfolio holdings represent only securities held in the U.S. domiciled Oakmark Funds and may not be representative of any other portfolio managed by Harris Associportfolio managed by Harris Associates L.P.

Like nearly every other robo - advisor, Merrill Edge Guided Investing charges an annual advisory fee coupled with the expense ratios charged by the exchange trade funds (ETFs) held in the portfolio.

Ratings by S&P, Moody's, and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

On average, euro area banks need to expand their eligible loan portfolio by around 1.2 % annually in 2016 and 2017 in order to qualify for the maximum reduction, i.e. to receive the 0.40 % subsidy on their TLTRO II holdings.

Investors are best served when grim headlines are in the news by remembering that geopolitical risks are a regular part of investing and that a long history of geopolitical developments shows us that holding a well - diversified portfolio may buffer the short - term market moves that are most often the result.

Among the properties that are being advertised this spring is the 8560 - hectares Warren - district sheep holding Raby Station — home to the famous Raby Merino Stud — being sold by the Qatar Investment Authority's Hassad Food which could fetch more than $ 20 million as part of an $ 80 million sell - down of properties in its Australian portfolio.

Owned by Suntory Holdings Limited, Beam Suntory has a dynamic portfolio with unparalleled expertise in whisky, including world leadership in Bourbon and Japanese Whisky, and strength across many key categories including tequila, vodka, cognac, rum and cordials.

TPU assists New York State Homes and Community Renewal Housing Finance Agency in the eligibility determination of potential landlords for entitlement to state loans / grants / tax credits, by investigating and vetting a potential landlord's financial soundness and mortgage holdings for signs of overleveraging within their portfolios or allegations of increased tenant turnover through harassment.

But senior sources say it is more likely that Mr Cameron will opt for a business leader and fight to secure an economic portfolio in the Commission, rather than the foreign affairs brief held by Lady Ashton.

Meetic, which is 81 percent held by IAC, says the purchase will add to its portfolio of services across Western Europe, enable it to expand to Eastern Europe and experiment with a freemium model while bringing in «social virality expertise».

2 - 3 — Portfolio assessment: «Using Portfolios To Assess Student Learning in Middle and High School Classrooms,» institute, sponsored by the Association for Supervision and Curriculum Development, to be held in Washington, D.C. Contact: A.S.C.D., 1250 North Pitt St., Alexandria, Va. 22314; [phone]; fax: [phone].

TABLE 1 Market Snapshot: Global E-Paper Display Market TABLE 2 Evolution of E-Paper Display Technology TABLE 3 Comparison Between Different Display Technologies TABLE 4 Impact Indicators TABLE 5 Impact Analysis of Drivers and Restraints TABLE 6 Adoption Status in Different Application Domains TABLE 7 North America E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 8 North America E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 9 North America E-Paper Display Market Revenue, By Country, 2013 — 2022 (US$ Mn) TABLE 10 Europe E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 11 Europe E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 12 Europe E-Paper Display Market Revenue, By Region, 2013 — 2022, (US$ Mn) TABLE 13 Asia Pacific E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 14 Asia Pacific E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 15 Asia Pacific E-Paper Display Market Revenue, By Country, 2013 — 2022 (US$ Mn) TABLE 16 RoW E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 17 RoW E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 18 RoW E-Paper Display Market Revenue, By Region, 2013 — 2022 (US$ Mn) TABLE 19 E Ink Holdings, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 20 Displaydata Ltd.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 21 Gamma Dynamics, LLC.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 22 NEC LCD Technologies Ltd.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 23 Sony Electronics, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 24 Pervasive Displays, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 25 Liquavista BV: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 26 Kent Displays, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 27 Plastic Logic GmbH: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 28 Guangzhou OED Technologies Co., Ltd.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments)

Clients should be aware that changes in the selection of portfolios and models by ML Wealth's investment management service may result in the sale of their existing holdings and may subject them to additional tax liability.

Active Share is calculated by taking the sum of the absolute value of the differences of the weight of each holding in the manager's portfolio and the weight of each holding in the benchmark index and dividing by two.

In contrast, Active Share is found by analyzing the actual holdings of a manager's portfolio and comparing those holdings to its benchmark index.

I am happy with my portfolio concentration by category and will continue to shoot for approximately 35 % held in foreign stocks and the domestic stocks split relatively evenly between large and small cap.

You have reduced the risk in your portfolio by selling down some of your equity holdings, and you are now looking to build out a bond ladder for future income needs.

Certain funds / portfolios available for purchase in U.S. dollars can be held in some registered plans offered by CIBC Securities Inc..

* CIBC U.S. Dollar Managed Portfolios are not eligible for registered accounts offered by CIBC Securities Inc., but other registered dealers or brokers may allow you to hold these portfolios in registeredPortfolios are not eligible for registered accounts offered by CIBC Securities Inc., but other registered dealers or brokers may allow you to hold these portfolios in registeredportfolios in registered accounts.