Sentences with phrase «publicly traded securities»

Although you are investing your money into many different types of publicly traded securities, they are all still influenced by the volatility of the stock market.

Managed projects and products related to collection, processing and distribution of real - time, end - of - market and reference data information on publicly traded securities.

Real Estate Investment Trusts (REITs) are vehicles that permit investment in income - generating real estate through the purchase of publicly traded securities.

«It is a basic fact in finance literature that there is a liquidity premium for easily saleable, publicly traded securities, and an illiquidity discount for closely held companies whose stock is not saleable.»

Climateworks financial assets were $ 129.1 million in 2013, including $ 37,893; $ 212.6 million in 2012 including $ 48,457 in publicly traded securities.

Making a gift of publicly traded securities can be a wise way of contributing to the Union of Concerned Scientists.

According to Internal Revenue Service (IRS) 990 forms, UCS» annual reports, and the Foundation Source databank, UCS» assets in 2014 topped $ 46.5 million, including $ 3.6 million in publicly traded securities.

What started as essentially a broker or salesman role for getting people access to publicly traded securities has transformed into an academic discipline.

In the ordinary course of business, RBC may act as a market maker and broker in the publicly traded securities of the Company and / or Offeror and receive customary compensation, and may also actively trade securities of the Company and / or Offeror for our own account and the accounts of our customers, and, accordingly, RBC and its affiliates, may hold a long or short position in such securities.

Since Berkshire Hathaway is a unique conglomerate made up of $ 70 billion in various publicly traded securities plus a diverse group of wholly owned companies, it provides the average investor with excellent investment lessons and market signals.

Clients» portfolios are invested in publicly traded securities: predominantly mutual funds and ETFs.

When you donate publicly traded securities, you won't have to claim any capital gains that may have accumulated over the years.

Through us, you can make share - based buys and sells of most publicly traded securities.

TD S&P / TSX Capped Composite Index ETF tracks an index that measures the investment return of publicly traded securities in the Canadian market.

For those who aren't certain what type of investments can be held in TFSAs, all of our funds qualify (as do most stocks, bonds and other publicly traded securities for that matter).

This is ideal for cash which you intend to invest at some point in publicly traded securities.

On the other hand, non-publicly traded securities are sometimes subject to restrictions on resale and the market for their resale is less liquid than for publicly traded securities.

Warren Buffett's favored measure is «the market value of all publicly traded securities as a percentage of the country's business — that is, as a percentage of GNP.»

[T] he market value of all publicly traded securities as a percentage of the country's business — that is, as a percentage of GNP... has certain limitations in telling you what you need to know.

Many charities can handle donations of publicly traded securities, as in the maneuver outlined above; the charity can simply liquidate the position in the open market and direct the proceeds back into the charity.

The Investment objective of the Fund is to achieve long - term capital appreciation through investments in publicly traded securities trading at what we believe to be a discount to their net asset value.

The iShares MSCI Belgium Investable Market Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Belgian market, as measured by the MSCI Belgium Investable Market Index.

The iShares MSCI Hong Kong Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Hong Kong market, as measured by the MSCI Hong Kong Index.

The iShares MSCI Japan Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Japanese market, as measured by the MSCI Japan Index.

Futures accounts are not covered, but all other publicly traded securities are.

Like other publicly traded securities, the market price of closed - end fund securities fluctuates and is determined by supply and demand in the marketplace.

The majority of the assets sit at the moment publicly traded securities, making it easy to confirm that the reported NAV is actually correct.

Less desirable, however, is the fact that private investments aren't always as transparent as publicly traded securities.

Keep in mind that transactions involving publicly traded securities take place on the settlement date, which is generally three business days after the trading date in the case of Canadian stock exchanges.

by Jeff Nabers One important aspect you should consider when expanding your IRA investments beyond publicly traded securities is liability.

The investment seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the British markets, as measured by the MSCI United Kingdom Index.

The iShares MSCI Philippines Investable Market Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Philippines equity market, as measured by the MSCI Phillipines Index.

UFT President Michael Mulgrew praised the vote by the three teacher members of the New York City Teachers» Retirement System to sell the $ 13.5 million pension fund holdings in publicly traded securities of gun and ammunition manufacturers as «the right thing to do» in the wake of the December school shootings that left 20 children and six adults dead in Newtown, Conn..

BNY Mellon is the leading global bank for depositary receipts (DRs), financial instruments which represent foreign companies» publicly traded securities.

Distributed Ledgers for Management Corporate Records: Publicly traded securities are making their way onto blockchains.

Specifically, the SEC's action alleges that a registered fund manager invested fund assets in two high - risk private technology companies he founded without disclosing the attendant conflicts of interest to investors, and in contravention of fund offering documents which stated that he would invest fund assets primarily in publicly traded securities.

For noncash donations over $ 5,000 (not including publicly traded securities) and nonpublic stock worth over $ 10,000, certified appraisals are required.

Privately placed, restricted (Rule 144A) securities may be more difficult to sell and value than publicly traded securities, thus they may be potentially illiquid.

The portfolio may comprise a broad universe of publicly traded securities, including individual stocks, mutual funds, exchange - traded funds, and fixed income products.

Publicly traded securities (e.g. shares, bonds, mutual funds) can also be designated as your gift and are exempt from capital gains tax when bequeathed to the Foundation.

Through the third quarter of 2015, 63 percent of donations to investment giant Fidelity Investments» Fidelity Charitable were appreciated assets, which include publicly traded securities and non-publicly traded assets, such as private - equity interests, private business shares and real estate.

Mutual funds have traditionally invested in baskets of publicly traded securities, which collectively make up the fund's net asset value, or daily share price.

GBTC bills itself as the first publicly traded security «solely invested in and deriving value from the price of bitcoin,» according to trust creator Grayscale.

Furthermore, Shinsei Bank, which makes up nearly half the fund's assets, is a publicly traded security.

If you took out a mortgage loan to pay for your home, the odds are high that your mortgage is backing up a publicly traded security.

Elio then proceeded to list its shares on the OTC Markets OTCQX making it the first crowdfunded security to go from public solicitation under Reg A + to a publicly traded security.

There are exemptions in the act that allow the sale of securities without registering as a publicly traded security.

Not exact matches

There's growing pressure for the U.S. Securities Exchange Commission to enact rules requiring disclosure of political spending by publicly - traded corporations, although it has yet to move on the issue.

Yahoo, which is no longer publicly traded, neither admitted nor denied the allegations but did agree to refrain from further violations of securities laws.

When a publicly traded company experiences a significant event, federal securities law requires it to disclose this to investors.