Anticipated Holding Period
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Definition of 'Anticipated Holding Period'
The time period for which a limited partnership expects to hold a specific asset. A firm will disclose its anticipated holding period on assets through its prospectus. After the specified time period, the partnership will typically sell the holding, and the capital invested will be repaid to investors through a lump-sum distribution.
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Investopedia explains 'Anticipated Holding Period'
Before a broker recommends a potential investment to an individual, he or she should evaluate and disclose the selling firm’s anticipated holding periods on underlying assets. The anticipated holding period on assets can affect how investments are graded and therefore recommended to customers. For example, the anticipated holding period on underlying assets can affect mutual funds’ share classes.
FINRA – the Financial Industry Regulatory Agency – enforces rules governing broker-dealers, including that they must have “reasonable grounds” for believing that a recommended transaction/investment is suitable for a customer based on his or her financial situation, needs and investment objectives.
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Search results for 'Anticipated Holding Period'
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http://www.investopedia.com/articles/mortgages-real-estate/08/weighted-average-mbs.asp
... the purchaser actually receives while holding the security ... through benefits from
faster-than-anticipated prepayments because ... coupons for a longer period of time ...
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http://stocks.investopedia.com/stock-analysis/2009/New-Economy-Investment-Considerations-KFT-BRK.A-AZO-ORLY0616.aspx
... 1. Prolonged period of reduced discretionary consumption by US ... 4. A slower than
anticipated housing recovery as long as ... returns in lieu of simply holding cash. ...
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http://www.investopedia.com/articles/mutualfund/070302.asp
... a rate of return that is lower than anticipated during the ... may want to re-evaluate
the fund you are holding. ... fund returns have been poor over a period of less ...
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http://stocks.investopedia.com/stock-analysis/2011/Tired-of-Volatility-Go-to-the-Movies-RGC-CNK-RLD-RDI-MCS1007.aspx
... Movie Industry Holding Strong The growth of in-home ... Over that some period of time,
Cinemark Holdings ... revenues, thanks to several highly anticipated films still ...
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http://www.investopedia.com/articles/06/gdpinflation.asp
... output is declining or merely holding steady, most ... by going through a painful period
of high ... stock investors, inflation, whether real or anticipated, is what ...
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http://www.investopedia.com/articles/financialcareers/09/ratings-analyst-career.asp
... that, within the given period, operational improvement ... estimates on a company's
anticipated future performance ... board of directors holding management accountable ...
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http://www.investopedia.com/ask/answers/07/risk-repricing.asp
... to more risk in certain investments than originally anticipated. ... goes through an
adjustment period during which ... larger risk premiums for holding non-government ...
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http://stocks.investopedia.com/stock-analysis/2009/Summers-Not-Over-Yet-EXPE-PCLN-HOT-MAR-CHH-CCL0804.aspx
... saw a drop of 57% from 2008; revenues were also down 3% over the same period. ... with
the travel theme, hotel companies have fared better than anticipated in 2009 ...
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http://financialedge.investopedia.com/financial-edge/0212/Dont-Count-On-An-Inheritance.aspx
... If your parents live longer than anticipated, their retirement ... and its associated
fees and waiting period can all ... as attaining a college degree, holding a job ...
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http://stocks.investopedia.com/stock-analysis/2010/Retail-Offers-Signs-Of-Consumer-Life-JWN-M-HOTT-ANF-JCP0308.aspx
... of 7%. That's still better than the anticipated dip of 13 ... six months to a six-month
period in late ... firm, where fundamentals and long-term holding periods were ...
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