fundManageR (version 0.5.02030319)

get_data_adv_managers_periods_summaries: ADV managers periods data

Description

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

Usage

get_data_adv_managers_periods_summaries(periods = c("2006-06"),
  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 data_frame by period and type of filer, where nest_data is FALSE a data_frame

See Also

Other IAPD: get_data_adv_managers_current_period_summary, get_data_adv_managers_filings, get_data_adv_managers_metadata, get_data_finra_entities, get_data_finra_people

Other ADV: get_data_adv_managers_current_period_summary, get_data_adv_managers_filings

Other entity search: get_data_adv_managers_current_period_summary, get_data_adv_managers_filings, get_data_adv_managers_metadata, get_data_finra_entities, get_data_nareit_entities, get_data_reit_funds, get_data_rf_leis, get_data_rf_sec_13F_companies, get_data_sec_bankruptcies, get_data_sec_broker_dealers, get_data_sec_ciks, get_data_sec_closed_end_funds, get_data_sec_cusips, get_data_sec_filer, get_data_sec_filing_entities, get_data_sec_investment_companies, get_data_sec_money_market_funds, get_data_sec_municipal_advisors, get_data_securities_offerings, get_data_us_public_companies, get_data_ycombinator_alumni

Other fund data: get_data_adv_managers_current_period_summary, get_data_adv_managers_filings, get_data_adv_managers_metadata, get_data_reit_funds, get_data_sec_ciks, get_data_sec_closed_end_funds, get_data_sec_money_market_funds

Examples

# NOT RUN {
get_data_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)

get_data_adv_managers_periods_summaries(only_most_recent = TRUE)
# }