Sentences with phrase «traded equities held»

We put together a virtual portfolio of the publicly traded equities held by members of Canadian Business's Rich 100.

Not exact matches

The ECB argued that cross-border interbank trading in the 19 - member currency bloc remains relatively low, cross-border equity or bond holdings are not increasing, and retail banking integration is limited.

«The only conceivable way our retirement saver would give up $ 2,300 in expected returns on his equity holdings is if his fund manager had an extraordinarily large number of trades.

Exchange - traded fund use in Europe is likely to broaden from its current focus on equities, according to participants at the inaugural «Inside ETFs Europe Conference», held in Amsterdam this week.

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.

In the 12 - month period ended Dec. 31, 2017, Canadian ETF assets under management (AUM) held in U.S., international, global and emerging - market equities increased by a healthy 46 % to $ 46.2 billion from $ 31.6 billion a year earlier, according to figures from the Canadian Exchange - Traded Funds Association.

An old school complaint pertaining to exchange traded funds, specifically the equity - based variety, is that ETFs are unlikely to outperform the best - performing stock in their respective lineups over a year or longer holding periods.

Less tax efficient equity investments, such as actively traded funds, should usually be held in tax - deferred / Roth accounts.»

This week, Focus Media Holding Ltd., announced its chairman and private equity firms want to buy back its U.S. - traded shares and take the Shanghai - based advertising company private.

Bryan Cutter is the chief investment officer for cryptocurrency investments at Queen Capital, a private investment holding in Singapore which invests in private equity investments in blockchain startups, fintech, medtech and logistics solutions, as well as a trading division specializing in cryptocurrencies.

During nearly three decades of practice, Jerry has represented a wide variety of clients, including publicly traded and privately held companies, institutional investors, developers, lenders, borrowers, joint venture partners, pension funds, REITs, retailers, management companies, private equity firms, media ventures, internet companies, entertainment companies, studio owners, technology companies and sports franchises.

They are traded on stock markets but are also bought & sold for the net asset value and one fund can hold many different individual equities — just like a mutual fund.

As many people know, the Defined Risk Strategy is composed of three primary elements: the long, buy - and - hold position in an equity market, the hedge on that long position, and the premium collection trades.

$ 50 annual inactivity fee for equities accounts that don't place 5 trades per annum or hold an average monthly account balance of $ 2,000

Farmers, ranchers and other food growers along with food producers, petroleum companies who either drill for oil or natural gas or refine these products - or both, financial institutions with enormous holdings in treasuries, equities or currencies, mining interests and their buyers - all these areas of production and distribution employ futures trading spreads from time to time as an important aspect of their businesses.

Simply, if the total family assets held at Virtual Brokers exceeds $ 50,000 then equity trades within an RESP are commission - free.

However, it is my understanding that bond - funds don't generally hold those bonds to maturity, but rather trade them like equities.

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

Enbridge intends to swap $ 11.4 billion in common shares for the equity it does not already own in its four publicly traded master limited partnership (MLP) subsidiaries: Spectra Energy Partners LP, Enbridge Energy Partners LP, Enbridge Energy Management LLC and Enbridge Income Fund Holdings Inc..

For the moment, these registered accounts can accept deposits in USD and clients can trade (and hold) USD equities, however withdrawals from the account will result in a currency conversion back into CAD.

Of course it is, because with increased trading capital your trading account equity is raised, thereby allowing you to hold your positions open with a higher margin level.

Gregory W. Harmon CMT, CFA, has traded since 1986 and held senior positions including Head of Global Trading, Head of Product Development, Head of Strategy and Director of Equity.

From «Percent S&P 500 Stocks Trading Above MA50 as Market Timing Indicator,» Ronen asked to see equity curves for the following variations: Buy & Hold, Below 20, Below 40 and Below 80.

For greater global diversification, I invested approx. 30 % of the Wrap Account in Magellan's High Conviction Fund which holds just 8 - 12 international equities selected as trading at below their estimated intrinsic value.

Margin - to - Equity: Represents the amount of trading capital that is being held as margin at any particular time.

If you buy VEA which trades in US dollars but holds unhedged positions in global equities, you are affected by the CAD exchange rate with those global currencies, not against the USD.

Margin - equity ratio is a term used by speculators, representing the amount of their trading capital that is being held as margin at any particular time.

For an ETF trade to qualify for free commission for purchases, (a) the ETF equity must be traded on the US or Canadian exchanges and (b) The ETF purchase must be placed via VB Webtrader, and (c) the position must be held for at least one business day.

My last post explained that Canadian investors are exposed to currency risk any time they hold US equities, even if their holding is an ETF or mutual fund that trades in Canadian dollars.

International equity ETFs hold stocks that are traded in European and Asian markets, which are usually closed when North American exchanges are open.

Note about OEX and XAU Options American Style Cash settled options: Options trades and positions involving OEX and XAU options must be held in a level 6 approved option account with minimum account equity of $ 100K.

Unlike a private equity fund — which holds illiquid private investments — mutual funds typically invest in publicly - traded assets.

Due to recent market volatility, option trades and positions involving OEX and XAU options must be held in a level 6 approved option account with minimum account equity of $ 100K.

Unlike his boss, he invests more like the average private and professional investor in publicly traded equities, without holding cash or fixed income, wholly owned subsidiaries, warrants, or special preferred deals.

In recent years, average holding periods for equities have shortened dramatically, reflecting a trading rather than an investing mentality.

mREITs provide a simple way to hold an equity investment in the mortgage market with the liquidity and transparency of publicly traded equities — advantages not available through direct investment in mortgage loans and mortgage - backed securities.

They hold private equity, real estate, notes, and other non-exchange traded assets (e.g. crowdfunding: funding projects or ventures from many people) as well as stocks, bonds, and mutual funds.

That means she can decrease her risk profile at age 65 to a more balanced portfolio of 60 % equities and 40 % fixed income — perhaps holding the fixed income an exchange - traded fund that is low - fee, explains Gray.

In the ordinary course of its trading, brokerage, investment and asset management and financial activities, RBC and its affiliates may hold long or short positions, and may trade or otherwise effect or recommend transactions, for its own account or the accounts of its customers, in debt or equity securities or loans of the Company or any other company that may be involved in a transaction with the Company.

The Cougar Fund is a multi-million dollar private investment fund that holds equity securities that are traded on U.S. markets.

The long - term monthly RST signal was triggered in June 2015 following the all time 2135 SPX high in May 2015, and buy and hold index fund investors have made nothing since then which followed my suggestion to significantly reduce equity holdings unless you planned to trade the monthly O / S conditions «if and when».

- New capabilities will enable clients to trade equities and options, view account holdings, and monitor their portfolios in real - time

Prior to joining Mizuho, James held similar positions with other financial institutions covering Private Equity, Proprietary Investments, Derivatives, Equities and Fixed Income Trading, Restructuring and Advisory matters.

Josh has represented entrepreneurs, privately - held companies, public companies, and trade associations across various industries, including real estate, investment banking, retail banks, private equity, health care, manufacturing, intellectual property, financial services, food and drug, and government contracting.

Our global securities team helps banks and bank holding companies comply with all requirements as issuers of their own debt and equity securities, and as participants in the full range of corporate finance and public markets and trading activities.

Significant matters / transactions include: Advised Xstrata South Africa (Proprietary) Limited on its offer to purchase Lonmin plc's entire issued share capital, # 5 billion Advised Telkom SA Limited on its unbundling of a 35 % stake in Vodacom Group (Proprietary) Limited, R35 billion Advised Edgars Consolidated Stores Limited on its acquisition by Bain Capital, R25, 5 billion Advised The Standard Bank of South Africa Limited and FirstRand Bank Limited (acting through its Rand Merchant Bank division) on the introduction of BEE equity participation in Sasol Limited and their arranging financing therefore, R25, 4 billion Advised FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Nedbank Limited (acting through its Nedbank Capital division) as lenders to Richards Bay Titanium (Proprietary) Limited and Richards Bay Mining (Proprietary) Limited, R19 billion Advised Citibank N.A. on a bridge loan granted to Turquoise Moon Trading 427 (Proprietary) Limited by Citibank N.A. and JP Morgan Chase, R10 billion Advised British American Tobacco plc on its secondary listing on the JSE, R550 billion Advised Pioneer Foods Limited on its listing on the JSE Securities Exchange, R6 billion Advised the South African National Roads Agency Limited in respect of the Gauteng Freeway Improvement Project involving the construction and upgrade of the Gauteng freeway and the procurement of an open road tolling system, R44 billion Advised Absa Bank Limited (acting though its Absa Capital division), FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Vunani Capital (as co-lead arrangers) and the South Africa National Roads Agency Limited (as issuer) on the establishment of its South African Guaranteed Domestic Medium Term Note Programme and the subsequent issue of notes thereunder, R32 billion Advised Shoprite Checkers (Proprietary) Limited on the proposed Brait Private Equity private equity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Goveequity participation in Sasol Limited and their arranging financing therefore, R25, 4 billion Advised FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Nedbank Limited (acting through its Nedbank Capital division) as lenders to Richards Bay Titanium (Proprietary) Limited and Richards Bay Mining (Proprietary) Limited, R19 billion Advised Citibank N.A. on a bridge loan granted to Turquoise Moon Trading 427 (Proprietary) Limited by Citibank N.A. and JP Morgan Chase, R10 billion Advised British American Tobacco plc on its secondary listing on the JSE, R550 billion Advised Pioneer Foods Limited on its listing on the JSE Securities Exchange, R6 billion Advised the South African National Roads Agency Limited in respect of the Gauteng Freeway Improvement Project involving the construction and upgrade of the Gauteng freeway and the procurement of an open road tolling system, R44 billion Advised Absa Bank Limited (acting though its Absa Capital division), FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Vunani Capital (as co-lead arrangers) and the South Africa National Roads Agency Limited (as issuer) on the establishment of its South African Guaranteed Domestic Medium Term Note Programme and the subsequent issue of notes thereunder, R32 billion Advised Shoprite Checkers (Proprietary) Limited on the proposed Brait Private Equity private equity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and GoveEquity private equity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Goveequity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and GoveEquity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Goveequity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Government

We represent many of the world's largest publicly traded and privately held companies, as well as leading private equity firms, hedge funds, financial advisors and other financial institutions and investors on their most important merger, acquisitions and takeover transactions.

Exchange - traded funds hold assets like commodities, stocks, and various equity - linked funds.

The shares frozen amounted to 99 percent of equity held by Jia and an associated firm in Leshi, which remains suspended from trade.

About GAIN GAIN Capital Holdings, Inc. provides innovative trading technology and execution services to retail and institutional investors worldwide, with multiple access points to OTC markets and global exchanges across a wide range of asset classes, including foreign exchange, commodities, and global equities.