adv_managers_periods_summaries: ADV managers periods data

In abresler/fundManageR: Investment management toolkit for R

ADV managers periods data

Description

This function returns monthly summary information for every ADV filing manager from 2006 onwards.

Usage

adv_managers_periods_summaries(
  periods = c("2018-06"),
  all_periods = FALSE,
  only_most_recent = FALSE,
  include_exempt = TRUE,
  nest_data = FALSE,
  return_message = TRUE
)

Arguments

periods	dates in year-month form
all_periods	include all periods
nest_data	return a nested data frame
return_message	return a message after parsing data
is_exempt	exempt, non-exempt filers

Value

where nest_data is TRUE a nested tibble by period and type of filer, where nest_data is FALSE a tibble

See Also

Other IAPD: adv_managers_current_period_summary(), adv_managers_filings(), adv_managers_metadata(), finra_entities(), finra_people()

Other ADV: adv_managers_current_period_summary(), adv_managers_filings()

Other entity search: adv_managers_current_period_summary(), adv_managers_filings(), adv_managers_metadata(), finra_entities(), nareit_entities(), reit_funds(), rf_leis(), rf_sec_13F_companies(), sec_bankruptcies(), sec_broker_dealers(), sec_ciks(), sec_closed_end_funds(), sec_cusips(), sec_filer(), sec_filing_entities(), sec_investment_companies(), sec_money_market_funds(), sec_municipal_advisors(), sec_xbrl_periods(), securities_offerings(), us_public_companies(), ycombinator_alumni()

Other fund data: adv_managers_current_period_summary(), adv_managers_filings(), adv_managers_metadata(), reit_funds(), sec_ciks(), sec_closed_end_funds(), sec_money_market_funds()

Examples

## Not run: 
adv_managers_periods_summaries(periods = c("2006-06", "2016-12", "2017-01"), all_periods = FALSE, is_exempt = c(FALSE,TRUE), only_most_recent = FALSE, nest_data = FALSE)

adv_managers_periods_summaries(only_most_recent = TRUE)

## End(Not run)

abresler/fundManageR documentation built on April 1, 2024, 5:46 p.m.