SEC FORM 13-F
SEC Form 13F is also referred to as the Information Required of Institutional Investment Managers Form. This means that SEC Form 13F is a filing which is a requirement of institutional investment managers filed quarterly by those with qualifying assets that are worth more than $100 million. The range of companies mandated by SEC Form 13F range from banks, insurance companies, investment advisers, broker-dealers, and pension funds. The SEC Form 13F must be filed within the 45 days leading to the end of the quarter. The data gathered under SEC Form 13F includes the information regarding the investment manager and the potential list of the company’s latest investment holdings.
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Tunisian Dinar
Currency abbreviation for the Tunisian dinar, the official currency of Tunisia. The currency is comprised of 1,000 milim and presented with the sym ...
YOC
Yield On Cost (YOC) represents the original investment’s dividend yield. It is determined by dividing the stock’s annual dividend rate ...
Tax Gain/Loss Harvesting
Act of selling securities at a loss to reduce taxes. It aims to limit the tax imposed on short-term capital gains, which are normally taxed higher ...
Multiple Managers
A situation when an investment portfolio's assets are split among many fund managers to watch, manage, and analyze. It allows managers to have ...
Rental Real Estate Loss Allowance
A federal tax deduction of up to $25,000 that is available to non-real estate professionals who own at least a 10% interest in a rental property th ...
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| 07:00 | Economy Watchers Survey | Jan | |
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| 22:15 | FOMC Member Raphael W. Bostic Speaks | ||
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