Sentences with phrase «unrealized gains from»

Since the fiscal year ended in March of 2004, the company's realized and unrealized gains from investments is slightly positive.

Regardless, no one at AIG had much to say about mark - to - market accounting in 2005 - 2007, when they had billions of dollars in unrealized gains from their sundry portfolios.

Non-GAAP net income and non-GAAP diluted earnings per share exclude acquisition - related, stock - based compensation and other expenses, and unrealized gains from marketable equity securities.

Not exact matches

Shareholders» equity of $ 22.979 billion decreased 3 % from year - end 2017 due to the impact of higher interest rates on net unrealized investment gains.

Mark - to - market impacts from commodity and currency derivative contracts The company excludes unrealized gains and losses (mark - to - market impacts) from outstanding commodity and forecasted currency transaction derivatives from its non-GAAP earnings measures until such time that the related exposures impact its operating results.

Because of a new accounting rule, Alphabet had to report the unrealized gains and losses from its investments.

As you may recall from this recent blog post, we're holding a long position in this ETF (currently showing an unrealized gain of 10.5 % since our May 23 pullback entry).

Since then, shares of $ YELP have zoomed to an unrealized share price gain of 27 % (from -LSB-...]

Unrealized investment income (loss) results from changes in the fair value of the underlying investment as well as the reversal of unrealized gain (loss) at the time an investment isUnrealized investment income (loss) results from changes in the fair value of the underlying investment as well as the reversal of unrealized gain (loss) at the time an investment isunrealized gain (loss) at the time an investment is realized.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

Net unrealized gains on investments (net of taxes) were $ 3.4 billion as of March 31, 2017, down from $ 3.7 billion at the end of last quarter.

These unrealized capital gains account for a significant proportion of the assets held by estates — ranging from 32 percent for estates worth between $ 5 million and $ 10 million to as much as about 55 percent of the value of estates worth more than $ 100 million (Source).

You may also be able to lower the tax tab on gains from investments held in taxable accounts by investing in stock index funds and tax - managed funds that that generate much of their return in the form of unrealized long - term capital gains, which go untaxed until you sell and then are taxed at generally lower long - term capital gains rates.

I also don't see how not paying taxes on unrealized capital gains differs from home appreciation or increases in value of a 401K or Roth IRA.

From 2009 to 2016 the unrealized gains were $ 537,987 while withdrawals were $ 640,311.

In contrast, the typical private equity fund will charge a management fee of, say, 2 %, and also allocate 20 % of profits from operations, realized gains and unrealized appreciation to the general partner after the limited partners receive a priority return of, say, 6 % to 10 %.

And to the extent you invest for retirement in taxable account, you should consider including investments like index funds and ETFs and tax - managed funds that generate much of their return through unrealized capital gains that qualify for long - term capital gains rates, which are typically lower than the ordinary income rates that apply to taxable withdrawals from tax - deferred accounts.

I took that money from the international fund that has unrealized gains.

Harvest to reduce risk — If you will eventually need the proceeds from the security to fund your living expenses, selling other securities in your portfolio with unrealized losses can be one way to offset some gains realized over time as you trim down the position.

In non-qualified investments, to be as unbiased as possible, these amounts are deducted first from basis and then from the balance of unrealized capital gains (for example, columns BI & BL on the Non-Qual No - Load MF sheet).

The more basis there is, the more withdrawals will come from tax - free returns of original principal, and the more unrealized capital gains (profits) there are, the more is taken from there, taxed, and used to make up any withdrawal shortfalls.

Their unrealized gains in securities dropped from $ 541 million to $ 146 because of this, so this part of the «hidden value» in the shares went down.

This is all because when it comes to the distribution phase, the vast majority of the withdrawals come from basis (return of the original money you invested), and not «profit» (AKA unrealized capital gains).

We estimate the wealth effect from unrealized gains on bitcoin trading by Japanese investors since the start of fiscal year 2017, and estimate a potential boost to consumer spending of 23.2 - 96.0 billion yen.

«We estimate the wealth effect from unrealized gains on bitcoin trading by Japanese investors since the start of fiscal year 2017, and estimate a potential boost to consumer spending of 23.2 to 96.0 billion yen ($ 206.0 million to $ 852.5 million).»

Economic net income, a measure of earnings that reflects both realized and unrealized investment gains, dropped to $ 370.7 million, or 31 cents a share, from $ 1.62 billion, or $ 1.37, a year earlier, New York - based Blackstone said in a statement Thursday.