Sentences with phrase «stock position in»

After they are sold, the cash is reallocated to match the percentage allocation of each individual stock position in the strategies you approved during the Personalized Portfolio sign up process.

The former can make sense, Weckbach notes, when one of their multiple accounts includes an illiquid investment (such as a stock position in a small company) that's not easily sold in order to raise funds for an RMD.

By the end of 2008, according to the 12/31/2008, Berkshire represented 22.8 % of the fund, Progressive was gone totally from the portfolio, and there were 26 individual stock positions in the fund.

Check out my latest blog post giving you the background on the portfolio and a link to the full listing of stock positions in the portfolio.

This article shows what happened to the top 10 stock positions in Berkshire Hathaway's portfolio at the end of 2006.

Some managers invest the proceeds from their short positions in low - risk assets, while others dedicate a portion to long stock positions in order to hedge against broad market rallies.

If you haven't checked out the stock positions in the Badass Stock Portfolio, it's time.

These funds dedicate most of their portfolios to short stock positions in an attempt to benefit from anticipated market declines...

During the year, the mutual fund realized $ 15 million in total capital gains from the sale of stock positions in its portfolio.

Alternatively, it could mean selling winning stocks positions in your taxable account and triggering capital gains taxes.

Not exact matches

As evidenced by the negative reversal in the stock price, the market agrees with the position of both SpringOwl and Shari Redstone that someone other than Philippe Dauman should be the Chairman.

Likewise, some traders hold on to losing positions for an extended time in hopes the stock will recover.

The following are some of the hot stocks and sectors in which hedge fund managers either took new positions or exited existing stakes in the first quarter.

Taken together, the 10 positions account for a 10.8 percent position in Sainsbury's stock.

If a stock is trading along the lower band, traders may be inclined to open a long position if the stock then starts appreciating in value.

«As we enter 2014 with a much cleaner inventory position, the team's number one operation focus is on in - stocks — ensuring we have the right quantity of each item in the right place at the right time,» Steinhafel said on the earnings call.

In the U.S., the company prides itself on its development programs for even junior positions like business analysts, who help co-ordinate the flow of product, and merchandising assistants, who work with buyers to choose which products to stock and negotiate costs with vendors.

As the news flow turns negative, they pile on to the point where the short position in Bombardier's stock is frequently in the top 10 on the TSX.

This is a company that has taken out a major short position in our company and then issued a report designed to make them money by the decline of our stock,» he said.

The company's stock rose 1.88 % in October following news that Sobeys was cutting 75 executive positions.

Analysts say Match.com is best positioned to capitalize on the surge, so much so that Topeka has increased the value of the company's stock to $ 98 from $ 78 and recommends investors purchase shares of IAC in anticipation of a Match.com spinoff.

In an SEC filing, Facebook has said Zuckerberg will begin by gifting no more than $ 1 billion in stock annually for the next three years, and that he «intends to retain his majority voting position in our stock for the foreseeable future.&raquIn an SEC filing, Facebook has said Zuckerberg will begin by gifting no more than $ 1 billion in stock annually for the next three years, and that he «intends to retain his majority voting position in our stock for the foreseeable future.&raquin stock annually for the next three years, and that he «intends to retain his majority voting position in our stock for the foreseeable future.&raquin our stock for the foreseeable future.»

Once that happens, Qualcomm will need to negotiate with a group of funds that have taken a position in the Dutch company's stock, demanding a boost to the $ 110 - a-share price agreed to by NXP's board.

The company also made sure to have more product available during the holiday season to avoid out of stocks and was well positioned to take advantage of heightened consumer interest in products like mobile phones and video games.

As well, points out Jurock, the recreational and retirement property boom of a few years ago was «driven by Dad,» whose investing prowess during the stock market run - up put him in a position not only to buy that retirement dream home but to front the kids a down payment for their own place.

His latest filing, for the second quarter of 2011, gives his long position in stocks as almost $ 2 billion.

But that $ 2 billion in long positions only partly tells the story, because in true hedge - fund style, Weschler shorts stocks (positions that do not have to be reported in 13Fs) and also borrows money to leverage the fund's capital.

Tesla has been in a precarious position of late: In March, the National Transportation Safety Board revealed it was investigating a fatal California crash involving the driver of a Tesla vehicle; the company's stock subsequently tumbled to a 14 - month loin a precarious position of late: In March, the National Transportation Safety Board revealed it was investigating a fatal California crash involving the driver of a Tesla vehicle; the company's stock subsequently tumbled to a 14 - month loIn March, the National Transportation Safety Board revealed it was investigating a fatal California crash involving the driver of a Tesla vehicle; the company's stock subsequently tumbled to a 14 - month low.

Since the list was published, Bezos's wealth has increased — thanks in large part to the rising value of Amazon's stock — putting him at nearly $ 100 billion and in a position to appear at the top of the Forbes list next year.

«If you want to maintain a position in the middle class, given the vagaries of the humanities job market... well, you may want to make sure you snare some lucrative stock options first,» says the post.

«Clarity on the Cambridge issue and FB's willingness to self - regulate are likely near - term catalysts that may reduce investor fears, stabilize the stock, and position it for a recovery into Q1 results,» Shawn Quigg, an equity derivatives strategist at JPMorgan, wrote in a client note.

MORE SHOES TO DROP: The stock slump led to a massive unwinding of a short position in products related to the VIX volatility index, as Credit Suisse and Nomura announced the shuttering of their respective exchange - traded notes that bet on lower volatility.

In a live interview, Edwards tells us she sold out of her position because over the next 3 to 4 quarters she doesn't see strong tailwinds for the stock.»

With a stock price that has lagged its peers and the markets, Ford is in an odd position: steady profits and an ironclad balance sheet aren't being rewarded by investors.

Miller said the closest he came to having half of his fund in one asset was having large positions in three stocks in the 1990s.

LONDON, Feb 6 - Gold prices slipped on Tuesday, weighed down by a firmer dollar and as some investors were squeezed by falling stocks and cashed in long positions in bullion.

While he still holds moderated positions in those stocks, this year he sees opportunity in utilities.

Herbalife's (HLF) stock has see - sawed for more than two years, beginning in late 2012 when Ackman initially called the company a pyramid scheme and disclosed he held an «enormous» short position in Herbalife's stock.

Those in vice president positions or higher receive non-qualified stock options upon being hired, while those in lower positions are offered RSUs.

«Managers are using short positions in these stocks to hedge their portfolios against large negative market moves.»

Investors, Tierney reasoned, were anticipating that Ackman might have to sell other stocks to cash out clients who demanded their money back — and those Ackman watchers were therefore selling their positions in those stocks too.

Stock - based funds saw huge outflows in the days leading up to Friday's nonfarm payrolls report, which showed the economy added just 160,000 new positions, or 42,000 below what Wall Street economists expected.

In the current market, he thinks Apple is a cheap stock, which he has a small position in, «about 0.75 percent of our book.&raquIn the current market, he thinks Apple is a cheap stock, which he has a small position in, «about 0.75 percent of our book.&raquin, «about 0.75 percent of our book.»

The company, which has approximately $ 30 billion in debt, saw its stock drop to all - time lows as it dipped under $ 11 per share on Tuesday after news emerged that Ackman and his hedgefunder were selling their entire position of approximately 27 million shares.

Both managers plan to hunt for bargains in the latter category, or potentially add to their current positions in such stocks, once the post-Brexit dust settles.

It's the largest hedge ETF, with $ 1.1 billion in assets; it melds numerous strategies that include taking both long and short positions on U.S. stocks and bonds and emerging markets.

In the all - stock deal, MakerBot is positioning to help 3 - D printing «lead the next industrial revolution.»

«Rather than investing in new equipment and structures, businesses have used their cash positions to buy back stock or to grow through acquisitions,» says Aneta Markowska, chief U.S. economist at Société Générale.

That's the position Viacom now finds itself in, having chosen CEO Philippe Dauman as its new chairman, over the objections of Shari Redstone, who owns 20 % of the company's stock.

«So as long as these stocks all screen favorably in our momentum work, and for the most part they do — they still have bullish trends, they've been leadership — we think they're still worth a position in your portfolio.»