14 Terms
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Funds
Industry: Financial services
Add a new termContributors in Funds
Funds
Type
Financial services; Funds
For Positions: Represents additional facts about the position and/or its underlying securities including if it's a hedge position, the position is subject to special margin maintenance, the security ...
Underwriter
Financial services; Funds
Investment bank that, singly or as a member of a syndicate or underwriting group, agrees to purchase a new issue from the issuer and distribute it to investors.
Unit cost
Financial services; Funds
The price at which the security was purchased, including fees and commissions.
Unit of trading
Financial services; Funds
The minimum quantity or amount allowed when trading a security. The minimum for options is one contract (that generally covers 100 shares of stock).
Unrealized gain/(loss)
Financial services; Funds
The increase or decrease in market value over the cost basis for unsold securities.
Unrealized gain/loss term
Financial services; Funds
A period representing the amount of time a specific investment has been held by you. Short term is defined as any period of less than a year, while long term is defined as anything 1 year or longer.
Unrestricted shares
Financial services; Funds
The number of shares of which the restriction has lapsed.
