Timeline for How to exclude stock from mutual fund
Current License: CC BY-SA 3.0
12 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jun 11, 2013 at 22:21 | answer | added | glenviewjeff | timeline score: 1 | |
| May 17, 2012 at 1:35 | comment | added | JTP - Apologise to Monica♦ | Chris - if you shorted shares in a quantity identical to the amount in the fund you might make the legitimate claim that if that "bad" stock rose or fell, you are unaffected. The stock could go up 1000%, but the gain in the fund is negated by the loss of the short. I think I'm answering Dilip more than you in this comment. | |
| May 16, 2012 at 11:15 | history | tweeted | twitter.com/#!/StackFinance/status/202718789748539392 | ||
| May 16, 2012 at 2:22 | comment | added | ChrisInEdmonton | Ha. Owning twice as many shares as I currently do. Not a pleasant thought, even if only for a brief time. | |
| May 16, 2012 at 2:06 | comment | added | Dilip Sarwate | ...and when you have returned the 10 shares you shorted, you still own the 10 shares inside the mutual fund. What have you gained? | |
| May 16, 2012 at 2:04 | comment | added | Dilip Sarwate | Chris, it is your idea, not mine, that short-selling the stock that you don't like relieves you of the odium of owning stock in that particular company. But if you own 10 shares through the mutual fund and short-sell 10 shares outside the fund, that does not relieve you of the ownership of the 10 shares inside the fund, and when you have to return the 10shares that you borrowed to sell short, you cannot take the ones inside the mutual fund and hand them to the lender; you have to buy them on the open market and return them to the lender, and for a short while, you own 20 shares! more | |
| May 16, 2012 at 1:58 | vote | accept | ChrisInEdmonton | ||
| May 16, 2012 at 1:48 | comment | added | ChrisInEdmonton | Dilip, I'm not sure that short-selling would accomplish this. But I'd own stocks I didn't want (in the mutual fund) and sell stocks I didn't own (short selling, I think). I realise that there's a downside to doing this. | |
| May 15, 2012 at 21:56 | answer | added | JTP - Apologise to Monica♦ | timeline score: 6 | |
| May 15, 2012 at 20:00 | comment | added | Dilip Sarwate | How do you "morally" not own a part of whatever is owned by your mutual fund by short-selling one stock that you dislike outside the mutual fund? And what happens when you close the short or are forced to cover because your broker wants the shares back for some reason? | |
| May 15, 2012 at 19:56 | answer | added | littleadv | timeline score: 6 | |
| May 15, 2012 at 19:44 | history | asked | ChrisInEdmonton | CC BY-SA 3.0 |