fundManageR (version 0.5.02210501)

adv_managers_periods_summaries: 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 data_frame by period and type of filer, where nest_data is FALSE a data_frame

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, data_rf_leis, finra_entities, nareit_entities, reit_funds, 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, 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)
# }