Sentences with phrase «selling current holdings»

The portfolio shifts involved will be taken out of the hands of the portfolio managers and given to the «portfolio implementation» specialists, largely out of New York, who handle the transitions between portfolio managers by selling the current holdings and buying the portfolio of the new managers using «baskets of shares».
Let's say you realize $ 10,000 in gains when you sell your current holdings.

Not exact matches

You acknowledge and agree that Moody's credit ratings: (i) are current opinions of the future relative creditworthiness of securities and address no other risk; and (ii) are not statements of current or historical fact or recommendations to purchase, hold or sell particular securities.
Under Armour — Under Armour was upgraded to «hold» from «sell» at Deutsche Bank, which said several factors point to the athletic apparel maker achieving its current quarter and full year earnings goals.
When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares, less any redemption fee, if applicable.
Out of 12,031 current ratings on S&P stocks, only 6.9 percent are to sell, vs. 48 percent rated buy and 45 percent rated hold, according to data compiled by Bloomberg.
When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares.
Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.
Historically ING held more than double the current amount and sold down half of their stake in 2007 and 2008.
The question appears to be — as has been the case throughout the current bull market — will the initial selling take hold
In general, when I experience a massive sell off in one of my holdings, and I still believe in the company / industry as a whole, I simply buy more and average down my cost and enjoy a higher yield on my current buy.
He has been slowly selling some of his bitcoin holdings since the beginning of the year and believes that the current price of bitcoin is unsustainable — at least in the short term.
The simplest — and most drastic — action that an investor can take is to sell some of their current bond holdings and leave the proceeds in an interest bearing cash account or money - market fund which might benefit from a rise in interest rates.
This is an incredibly difficult question to answer for a variety of reasons, most importantly because over the years our once vaunted «beautiful» style of play has become a shadow of it's former self, only to be replaced by a less than stellar «plug and play» mentality where players play out of position and adjustments / substitutions are rarely forthcoming before the 75th minute... if you look at our current players, very few would make sense in the traditional Wengerian system... at present, we don't have the personnel to move the ball quickly from deep - lying position, efficient one touch midfielders that can make the necessary through balls or the disciplined and pacey forwards to stretch defences into wide positions, without the aid of the backs coming up into the final 3rd, so that we can attack the defensive lanes in the same clinical fashion we did years ago... on this current squad, we have only 1 central defender on staf, Mustafi, who seems to have any prowess in the offensive zone or who can even pass two zones through so that we can advance play quickly out of our own end (I have seen some inklings that suggest Holding might have some offensive qualities but too early to tell)... unfortunately Mustafi has a tendency to get himself in trouble when he gets overly aggressive on the ball... from our backs out wide, we've seen pace from the likes of Bellerin and Gibbs and the spirited albeit offensively stunted play of Monreal, but none of these players possess the skill - set required in the offensive zone for the new Wenger scheme which requires deft touches, timely runs to the baseline and consistent crossing, especially when Giroud was playing and his ratio of scored goals per clear chances was relatively low (better last year though)... obviously I like Bellerin's future prospects, as you can't teach pace, but I do worry that he regressed last season, which was obvious to Wenger because there was no way he would have used Ox as the right side wing - back so often knowing that Barcelona could come calling in the off - season, if he thought otherwise... as for our midfielders, not a single one, minus the more confident Xhaka I watched played for the Swiss national team a couple years ago, who truly makes sense under the traditional Wenger model... Ramsey holds onto the ball too long, gives the ball away cheaply far too often and abandons his defensive responsibilities on a regular basis (doesn't score enough recently to justify): that being said, I've always thought he does possess a little something special, unfortunately he thinks so too... Xhaka is a little too slow to ever boss the midfield and he tends to telegraph his one true strength, his long ball play: although I must admit he did get a bit better during some points in the latter part of last season... it always made me wonder why whenever he played with Coq Wenger always seemed to play Francis in a more advanced role on the pitch... as for Coq, he is way too reckless at the wrong times and has exhibited little offensive prowess yet finds himself in and around the box far too often... let's face it Wenger was ready to throw him in the trash heap when injuries forced him to use Francis and then he had the nerve to act like this was all part of a bigger Wenger constructed plan... he like Ramsey, Xhaka and Elneny don't offer the skills necessary to satisfy the quick transitory nature of our old offensive scheme or the stout defensive mindset needed to protect the defensive zone so that our offensive players can remain aggressive in the final third... on the front end, we have Ozil, a player of immense skill but stunted by his physical demeanor that tends to offend, the fact that he's been played out of position far too many times since arriving and that the players in front of him, minus Sanchez, make little to no sense considering what he has to offer (especially Giroud); just think about the quick counter-attack offence in Real or the space and protection he receives in the German National team's midfield, where teams couldn't afford to focus too heavily on one individual... this player was a passing «specialist» long before he arrived in North London, so only an arrogant or ignorant individual would try to reinvent the wheel and / or not surround such a talent with the necessary components... in regards to Ox, Walcott and Welbeck, although they all possess serious talents I see them in large part as headless chickens who are on the injury table too much, lack the necessary first - touch and / or lack the finishing flair to warrant their inclusion in a regular starting eleven; I would say that, of the 3, Ox showed the most upside once we went to a back 3, but even he became a bit too consumed by his pending contract talks before the season ended and that concerned me a bit... if I had to choose one of those 3 players to stay on it would be Ox due to his potential as a plausible alternative to Bellerin in that wing - back position should we continue to use that formation... in Sanchez, we get one of the most committed skill players we've seen on this squad for some years but that could all change soon, if it hasn't already of course... strangely enough, even he doesn't make sense given the constructs of the original Wenger offensive model because he holds onto the ball too long and he will give the ball up a little too often in the offensive zone... a fact that is largely forgotten due to his infectious energy and the fact that the numbers he has achieved seem to justify the means... finally, and in many ways most crucially, Giroud, there is nothing about this team or the offensive system that Wenger has traditionally employed that would even suggest such a player would make sense as a starter... too slow, too inefficient and way too easily dispossessed... once again, I think he has some special skills and, at times, has showed some world - class qualities but he's lack of mobility is an albatross around the necks of our offence... so when you ask who would be our best starting 11, I don't have a clue because of the 5 or 6 players that truly deserve a place in this side, 1 just arrived, 3 aren't under contract beyond 2018 and the other was just sold to Juve... man, this is theraputic because following this team is like an addiction to heroin without the benefits
Bankers might also be opting to hold onto their current properties rather than potentially be forced to sell at a discount.
Case in point, the corolla (and I'm not a fan of Toyota) holds the current title as the best selling car of all time (44.1 M).
Upon the dissolution of the PAG in 2010, Ford sold Volvo to the Geely Holding Group of China — the current owners of the company.
If the current pace holds, Mercedes - Benz will end 2015 as Canada's top - selling premium brand for a second consecutive year.
With Basillie selling off his stake, what remains to be seen is whether his former co-CEO and current Vice-Chairman in Mike Lazaridis will do the same, since both left the company's CEO positions after the board of directors dismissed them in a shock board meeting held on the evening of Super Bowl Sunday in 2012, in a bid to minimize media attention and scrutiny after years of splitting responsibilities in a bid to correct the increasing losses faced by the company, only to be replaced by current CEO Thorsten Heins.
Peter Lynch has a very different approach, since he is a proponent for constantly analyzing one's current holdings and selling out rapidly if he deems it appropriate.
However, it's worth noting that current yields assume that bonds will be held to maturity; some market participants may believe they will be able to sell the bonds for more than they paid (i.e., yields will fall even more).
If you hold eligible CDs in a brokerage account we will endeavor to sell them for you at current market prices.
sets forth conditions for selling securities that are the result of an SEC - registered merger or consolidation; non-affiliates are not subject to resale restrictions; affiliates of the selling company who do not become affiliates of the acquiring company are subject to volume restrictions and public information requirements for the first year, but do not have to file Form 144; during the second year, the only requirement is for the company to be current in all SEC reporting; affiliates of the acquiring company must abide by all 144 requirements except the minimum holding period
Can you afford to hold two properties should your current home sit on the market and not sell for a few months?
In my current situation, I should either sell some of my Canadian holdings to reinvest into the International market or I should make a new contribution and put it all into the International market to stay in line with my desired asset allocation.
In a bond swap, you sell one fixed - income holding for another in order to take advantage of current market and / or tax conditions and better meet your current investment objectives or adjust to a change in your investment status.
Any strategy that buys or sells over multi-day periods is potentially vulnerable to front - running and any active manager that discloses current portfolio holdings is at risk of free - riding.
In rare cases, even if your account is ACATS eligible, your current holdings won't be able to be transferred, and would need to be sold so you can transfer cash.
If some of my current positions reach their sell targets in the coming months as anticipated I may have enough liquidity to both build my cash reserves and increase my AIG position, which is already by far the largest holding in my portfolio.
Weiss first constructs a universe of qualified blue - chip companies, then relates their current dividend to the company's historical norm to decide if the company is buy, hold or sell.
The investment management team holds regular meetings discussing the portfolio with a view to reassess, sell or buy securities and to discuss current cash position as well as sector and geographic weighting.
If the period to reach the target AA is short relative to your remaining investment horizon, you can spare yourself most of the pain of selling major equity holdings at their current price.
With this change selling approach, footnote 6 of Reading's 10 - Q for Q2 disclosed an accounting reclassification of the Burwood property from a «current asset - held for sale» back into a long - term asset that was required by GAAP because too much time had passed without an acceptable firm commitment from a buyer.
If an investor who owns an XYZ Company corporate bond needs to sell his or her holding in a hurry, they would have to check the market, or with a broker for a current quote and see which parties might be interested in purchasing the bond.
Often portfolio management is mistaken for the simple buying of new securities and the selling of current holdings.
The adviser's decision to buy or sell a Fund holding will be made based on the adviser's technically based trend and risk models that evaluate current market conditions and the adviser's determination of the appropriate exposure level to the applicable market.
The adviser's decision to buy or sell a Fund holding will be made based on adviser developed trend and risk models that evaluate current market conditions and this analysis will guide the adviser's determination of the appropriate exposure level to real estate related securities.
As for who will sell more head to head this holiday, I think most peoples current assumptions will hold truth.
You guys are smoking something really good if you think Xbox 1 or ps4 is going to sell more then wii u this holiday lol... mostly every big 3rd party game is coming out on current gen or wii u this holiday... ac4, batman, rayman, splinter cell, watch dogs, call of duty, etc so most people won't even be upgradeing like that yet when mostly all the same games will be out across all consoles... Nintendo got all of them games then there games zelda, pikmin, wonderfull 101, Mario, etc and there ain't no game on ps4 or x1 that's going to sell more then Mario!!!!!! That's a fact... and to top it off we know the wii u is going to get a official price cut right before x1 and ps4 launch... and you guys still think they going to sell more lol... now the next holiday of 2014 that's the real question will nintendo still have some 3rd paty games and there games to hold off the next halo or god of war etc????
While the sector has been very active in terms of selling activities in the past years, we expect cement players to hold on to the lion share of their current surpluses to use them when they experience shortages in the later years of the third or in the fourth trading period.
These ratings are not a warranty of an insurer's current or future ability to meet its contractual obligations, nor are they a recommendation to buy, sell or hold any security.
(Reuters)- PayPal Holdings Inc (PYPL.O) said it would sell its $ 5.8 billion - worth U.S. credit portfolio to Synchrony Financial (SYF.N) and raised its current - quarter revenue and profit forecasts, sending the company's shares to a record high.
Consider the current crypto - trading strategy of «Buy, Hold, Pray, Sell
Therefore, we recommend selling around 50 % of the existing positions at the current levels and holding the rest with a stop loss of $ 4250.
Consulting firm Ernst & Young will hold a series of auctions in Sydney to sell 24,518 bitcoins ($ 12.9 million at current exchange rate).
So here's my question: Do I try to sell my current home and get a modest amount of cash or do I hold the property and rent it?
I held the notes until the payments became current and sold them.
Because REIT stock prices are low, new stock issues would dilute the holdings of current investors and create pressure for them to sell, which would lead to another round of stock price declines.
Under the current capital gains tax rate, many owners have held on to their properties rather than sell them and take a tax beating, says NAR Chief Lobbyist Steve Driesler.
The research also shows current tax policy creates a negative «lock - in effect» so investors hold onto old assets to avoid having to pay tax, rather than selling and reinvesting in new assets.
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