Sentences with phrase «liquidate current holdings»

But to pay last year's taxes, we may be forced to liquidate current holdings.

Not exact matches

I see NTII is liquidating, but their holding in ARS will be an important determinate of the success of an investment at current prices.

Depending upon where your current account is held, the Automated Customer Account Transfer System (ACATS) allows you to transfer assets from eligible brokerage accounts without liquidating your current positions.

My question is that if my current RRSP holds a combination of securities and cash — the securities are often changing in value daily — do I have to liquidate the securities or is there a Valuation Date (1st day of the year I turn 72) as the value of all of my investments for the purpose of calculating the mandatory annual withdrawal.

Investors have the option to either a) hold the ETFs until maturity, in which case the principal amount invested will be returned on the date of maturity plus regular coupon payments or, b) liquidate their positions before the maturity date if the need for cash arises, in which case they will be subject to receive payments equal to the current market price of the shares (which is subject to interest rate risk) times the number of shares bought plus any coupon due.