Sentences with phrase «portfolio activity»

Admittedly, this is an above - average level of portfolio activity.

Portfolio activity over the last six months was quite modest.

For more from this fund, we've highlighted other recent portfolio activity from Balyasny here.

There was a lot of portfolio activity during the past quarter — we sold our positions in ASSA ABLOY, Amcor, Bank of Ireland, Grupo Televisa and Roche.

Last week we also detailed additional portfolio activity from Glenview here.

Portfolio Activity Because the Oakmark Global Fund's investors include both taxable and tax - exempt entities, we pay considerable attention to tax efficiency when circumstances allow.

Math teachers, he wrote, «frequently noted that portfolio activities take time away from basic skills and computation, which still need attention.»

Other than that I managed to pick up a fraction of a share in Hormel (HRL) through my Option Income portfolio activities.

If there is portfolio activity within the ETF or within the mutual fund, and, again, when we're talking about 40 Act funds, if there are any capital gains triggered by the portfolio, long term or short term, the investor is taxed at those appropriate long term or ordinary income rates.

Approximately 41 % of CMHC's current insurance in - force results from low ratio portfolio activity consisting of loans with an original loan - to - value of 80 % or less.

September portfolio activity was nearly identical to August for the Dividend Meter: Two dividend increases and a purchase of more shares of DFS (Discover Financial Services) combined to modestly boost total annual dividend income by $ 39.00:

The Committee reviews program portfolio activities and assesses the quality and integrity of the review process and program management related to proposal funding decisions as well as providing comments on how the results of funded research contribute to the advancement of NSF's mission and goals.

Portfolio Activity During the quarter, the U.S. weight grew by almost 4 % to 50 % of the total portfolio.

We've also recently highlighted some other portfolio activity from Tiger Global here.

This past month has been rather quiet in terms of portfolio activity... just one purchase (HRL), about 1 month ago, and no sales (which should be infrequent anyway).

And as Neil says in the final paragraph, the income generating capacity of the portfolio has not been affected by the recent portfolio activity — in fact, the prospects for dividend growth have improved.

Portfolio Activity Our trading was fairly balanced in the quarter.

Portfolio Activity We initiated one new position in the quarter and eliminated one holding.

In other recent portfolio activity from the hedge fund, we posted about how Senator added to its International Paper stake.

Portfolio Activity Our trading activity in the quarter produced one new U.S. holding, and we eliminated three international holdings.

Portfolio Activity We added two new names to the Fund this quarter, both Japan - based companies.

The Forager Australian Shares Fund reports each month on its performance and portfolio activity.

Portfolio Activity We traded actively in the quarter to try to take advantage of periodic volatile swings in the markets.

Due to portfolio activity on February 14th, T2 now shows a 5.24 % ownership stake in the company with 2,001,148 shares.

The Forager International Shares Fund reports each month on its performance and portfolio activity.

Portfolio activity is simply a fall - out of our investment process.

Portfolio Activity We initiated two new positions in the September quarter, and we eliminated our small holding in NOW, which National Oilwell Varco spun off late in the previous quarter.

Portfolio Activity The Oakmark Global Fund typically contains approximately 40 different equity holdings.

Here's a summary of the eclectic mix of my portfolio activity for the month of October.

Here's a summary of the eclectic mix of my portfolio activity for the month of November.

Here's a summary of the eclectic mix of my portfolio activity for the month of December.

Unless you have no choice, you may want to put off any portfolio activity for a few days until things settle down.