Class: Intrinio::ZacksInstitutionalHoldingOwnerDetail

Inherits:
Object
  • Object
show all
Defined in:
lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb

Overview

Returns a list of institutional owners and the value of their interests sourced from Zacks.

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(attributes = {}) ⇒ ZacksInstitutionalHoldingOwnerDetail

Initializes the object

Parameters:

  • attributes (Hash) (defaults to: {}) —

    Model attributes in the form of hash



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 138

def initialize(attributes = {})
  return unless attributes.is_a?(Hash)

  # convert string to symbol for hash key
  attributes = attributes.each_with_object({}){|(k,v), h| h[k.to_sym] = v}

  if attributes.has_key?(:'name')
    self.name = attributes[:'name']
  end

  if attributes.has_key?(:'cik')
    self.cik = attributes[:'cik']
  end

  if attributes.has_key?(:'address')
    self.address = attributes[:'address']
  end

  if attributes.has_key?(:'city_state')
    self.city_state = attributes[:'city_state']
  end

  if attributes.has_key?(:'location_code')
    self.location_code = attributes[:'location_code']
  end

  if attributes.has_key?(:'phone_number')
    self.phone_number = attributes[:'phone_number']
  end

  if attributes.has_key?(:'postal_code')
    self.postal_code = attributes[:'postal_code']
  end

  if attributes.has_key?(:'url')
    self.url = attributes[:'url']
  end

  if attributes.has_key?(:'investment_style')
    self.investment_style = attributes[:'investment_style']
  end

  if attributes.has_key?(:'number_of_holdings')
    self.number_of_holdings = attributes[:'number_of_holdings']
  end

  if attributes.has_key?(:'total_holdings_value')
    self.total_holdings_value = attributes[:'total_holdings_value']
  end

  if attributes.has_key?(:'portfolio_turnover_percent')
    self.portfolio_turnover_percent = attributes[:'portfolio_turnover_percent']
  end

  if attributes.has_key?(:'is_fund')
    self.is_fund = attributes[:'is_fund']
  end

  if attributes.has_key?(:'fund_ticker')
    self.fund_ticker = attributes[:'fund_ticker']
  end

  if attributes.has_key?(:'has_fund_manager')
    self.has_fund_manager = attributes[:'has_fund_manager']
  end

  if attributes.has_key?(:'fund_manager_city')
    self.fund_manager_city = attributes[:'fund_manager_city']
  end

  if attributes.has_key?(:'fund_manager_name')
    self.fund_manager_name = attributes[:'fund_manager_name']
  end

  if attributes.has_key?(:'fund_manager_state')
    self.fund_manager_state = attributes[:'fund_manager_state']
  end

  if attributes.has_key?(:'files_13f')
    self.files_13f = attributes[:'files_13f']
  end

  if attributes.has_key?(:'is_etf')
    self.is_etf = attributes[:'is_etf']
  end

  if attributes.has_key?(:'last_updated_on')
    self.last_updated_on = attributes[:'last_updated_on']
  end

end

Instance Attribute Details

#address ⇒ Object

The owner’s address



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 25

def address
  @address
end

#cik ⇒ Object

The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 22

def cik
  @cik
end

#city_state ⇒ Object

The owner’s city and state (City, ST)



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 28

def city_state
  @city_state
end

#files_13f ⇒ Object

If ‘Y’, the company files the SEC 13F report. (‘Y’ = Yes, ‘N’ = No)



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 73

def files_13f
  @files_13f
end

#fund_manager_city ⇒ Object

The fund manager’s city



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 64

def fund_manager_city
  @fund_manager_city
end

#fund_manager_name ⇒ Object

The fund manager’s name



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 67

def fund_manager_name
  @fund_manager_name
end

#fund_manager_state ⇒ Object

The fund manager’s state



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 70

def fund_manager_state
  @fund_manager_state
end

#fund_ticker ⇒ Object

Fund ticker if the institution is a fund



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 58

def fund_ticker
  @fund_ticker
end

#has_fund_manager ⇒ Object

Does the fund have a manager. (‘Y’ = Yes, ‘N’ = No)



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 61

def has_fund_manager
  @has_fund_manager
end

#investment_style ⇒ Object

The owner’s investment style (‘I’ = Income, ‘V’ = Value, ‘G’ = Growth, ‘B’ = Growth at a Reasonable Price, ‘A’ = Aggressive Growth, ‘P’ = Passive/Index, ‘D’ = Deep Value)



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 43

def investment_style
  @investment_style
end

#is_etf ⇒ Object

If ‘Y’, the owner is an ETF. (‘Y’ = Yes, ‘N’ = No)



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 76

def is_etf
  @is_etf
end

#is_fund ⇒ Object

If ‘Y’, the owner is a fund? (‘Y’ = Yes, ‘N’ = No)



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 55

def is_fund
  @is_fund
end

#last_updated_on ⇒ Object

The the last updated date



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 79

def last_updated_on
  @last_updated_on
end

#location_code ⇒ Object

The owner’s location code. (‘D’ = Domestic, ‘C’ = Canadian, ‘F’ = Foreign)



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 31

def location_code
  @location_code
end

#name ⇒ Object

The owner’s name



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 19

def name
  @name
end

#number_of_holdings ⇒ Object

Count of equity holdings only, doesn’t include bonds or other funds held



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 46

def number_of_holdings
  @number_of_holdings
end

#phone_number ⇒ Object

The owner’s phone number



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 34

def phone_number
  @phone_number
end

#portfolio_turnover_percent ⇒ Object

Annual portfolio turnover in terms of percentage of total value.



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 52

def portfolio_turnover_percent
  @portfolio_turnover_percent
end

#postal_code ⇒ Object

The owner’s postal code



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 37

def postal_code
  @postal_code
end

#total_holdings_value ⇒ Object

Market value of equity holdings in 1,000s. Sum of shares held times last close price.



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 49

def total_holdings_value
  @total_holdings_value
end

#url ⇒ Object

The owner’s website url



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 40

def url
  @url
end

Class Method Details

.attribute_map ⇒ Object

Attribute mapping from ruby-style variable name to JSON key.



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 83

def self.attribute_map
  {
    :'name' => :'name',
    :'cik' => :'cik',
    :'address' => :'address',
    :'city_state' => :'city_state',
    :'location_code' => :'location_code',
    :'phone_number' => :'phone_number',
    :'postal_code' => :'postal_code',
    :'url' => :'url',
    :'investment_style' => :'investment_style',
    :'number_of_holdings' => :'number_of_holdings',
    :'total_holdings_value' => :'total_holdings_value',
    :'portfolio_turnover_percent' => :'portfolio_turnover_percent',
    :'is_fund' => :'is_fund',
    :'fund_ticker' => :'fund_ticker',
    :'has_fund_manager' => :'has_fund_manager',
    :'fund_manager_city' => :'fund_manager_city',
    :'fund_manager_name' => :'fund_manager_name',
    :'fund_manager_state' => :'fund_manager_state',
    :'files_13f' => :'files_13f',
    :'is_etf' => :'is_etf',
    :'last_updated_on' => :'last_updated_on'
  }
end

.swagger_types ⇒ Object

Attribute type mapping.



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 110

def self.swagger_types
  {
    :'name' => :'String',
    :'cik' => :'String',
    :'address' => :'String',
    :'city_state' => :'String',
    :'location_code' => :'String',
    :'phone_number' => :'String',
    :'postal_code' => :'String',
    :'url' => :'String',
    :'investment_style' => :'String',
    :'number_of_holdings' => :'Float',
    :'total_holdings_value' => :'Float',
    :'portfolio_turnover_percent' => :'Float',
    :'is_fund' => :'String',
    :'fund_ticker' => :'String',
    :'has_fund_manager' => :'String',
    :'fund_manager_city' => :'String',
    :'fund_manager_name' => :'String',
    :'fund_manager_state' => :'String',
    :'files_13f' => :'String',
    :'is_etf' => :'String',
    :'last_updated_on' => :'Date'
  }
end

Instance Method Details

#==(o) ⇒ Object

Checks equality by comparing each attribute.

Parameters:

  • Object (Object) —

    to be compared



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 245

def ==(o)
  return true if self.equal?(o)
  self.class == o.class &&
      name == o.name &&
      cik == o.cik &&
      address == o.address &&
      city_state == o.city_state &&
      location_code == o.location_code &&
      phone_number == o.phone_number &&
      postal_code == o.postal_code &&
      url == o.url &&
      investment_style == o.investment_style &&
      number_of_holdings == o.number_of_holdings &&
      total_holdings_value == o.total_holdings_value &&
      portfolio_turnover_percent == o.portfolio_turnover_percent &&
      is_fund == o.is_fund &&
      fund_ticker == o.fund_ticker &&
      has_fund_manager == o.has_fund_manager &&
      fund_manager_city == o.fund_manager_city &&
      fund_manager_name == o.fund_manager_name &&
      fund_manager_state == o.fund_manager_state &&
      files_13f == o.files_13f &&
      is_etf == o.is_etf &&
      last_updated_on == o.last_updated_on
end

#_deserialize(type, value) ⇒ Object

Deserializes the data based on type

Parameters:

  • string —

    type Data type

  • string —

    value Value to be deserialized

Returns:

  • (Object) —

    Deserialized data



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 307

def _deserialize(type, value)
  case type.to_sym
  when :DateTime
    DateTime.parse(value)
  when :Date
    Date.parse(value)
  when :String
    value.to_s
  when :Integer
    value.to_i
  when :Float
    value.to_f
  when :BOOLEAN
    if value.to_s =~ /\A(true|t|yes|y|1)\z/i
      true
    else
      false
    end
  when :Object
    # generic object (usually a Hash), return directly
    value
  when /\AArray<(?<inner_type>.+)>\z/
    inner_type = Regexp.last_match[:inner_type]
    value.map { |v| _deserialize(inner_type, v) }
  when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
    k_type = Regexp.last_match[:k_type]
    v_type = Regexp.last_match[:v_type]
    {}.tap do |hash|
      value.each do |k, v|
        hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
      end
    end
  else # model
    temp_model = Intrinio.const_get(type).new
    temp_model.build_from_hash(value)
  end
end

#_to_hash(value) ⇒ Hash

Outputs non-array value in the form of hash For object, use to_hash. Otherwise, just return the value

Parameters:

  • value (Object) —

    Any valid value

Returns:

  • (Hash) —

    Returns the value in the form of hash



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 373

def _to_hash(value)
  if value.is_a?(Array)
    value.compact.map{ |v| _to_hash(v) }
  elsif value.is_a?(Hash)
    {}.tap do |hash|
      value.each { |k, v| hash[k] = _to_hash(v) }
    end
  elsif value.respond_to? :to_hash
    value.to_hash
  else
    value
  end
end

#build_from_hash(attributes) ⇒ Object

Builds the object from hash

Parameters:

  • attributes (Hash) —

    Model attributes in the form of hash

Returns:

  • (Object) —

    Returns the model itself



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 286

def build_from_hash(attributes)
  return nil unless attributes.is_a?(Hash)
  self.class.swagger_types.each_pair do |key, type|
    if type =~ /\AArray<(.*)>/i
      # check to ensure the input is an array given that the the attribute
      # is documented as an array but the input is not
      if attributes[self.class.attribute_map[key]].is_a?(Array)
        self.send("#{key}=", attributes[self.class.attribute_map[key]].map{ |v| _deserialize($1, v) } )
      end
    elsif !attributes[self.class.attribute_map[key]].nil?
      self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
    end # or else data not found in attributes(hash), not an issue as the data can be optional
  end

  self
end

#eql?(o) ⇒ Boolean

Parameters:

  • Object (Object) —

    to be compared

Returns:

  • (Boolean)

See Also:

  • `==` method


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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 273

def eql?(o)
  self == o
end

#hash ⇒ Fixnum

Calculates hash code according to all attributes.

Returns:

  • (Fixnum) —

    Hash code



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 279

def hash
  [name, cik, address, city_state, location_code, phone_number, postal_code, url, investment_style, number_of_holdings, total_holdings_value, portfolio_turnover_percent, is_fund, fund_ticker, has_fund_manager, fund_manager_city, fund_manager_name, fund_manager_state, files_13f, is_etf, last_updated_on].hash
end

#list_invalid_properties ⇒ Object

Show invalid properties with the reasons. Usually used together with valid?

Returns:

  • Array for valid properties with the reasons



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 232

def list_invalid_properties
  invalid_properties = Array.new
  return invalid_properties
end

#to_body ⇒ Hash

to_body is an alias to to_hash (backward compatibility)

Returns:

  • (Hash) —

    Returns the object in the form of hash



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 353

def to_body
  to_hash
end

#to_hash ⇒ Hash

Returns the object in the form of hash

Returns:

  • (Hash) —

    Returns the object in the form of hash



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 359

def to_hash
  hash = {}
  self.class.attribute_map.each_pair do |attr, param|
    value = self.send(attr)
    next if value.nil?
    hash[param] = _to_hash(value)
  end
  hash
end

#to_s ⇒ String

Returns the string representation of the object

Returns:

  • (String) —

    String presentation of the object



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 347

def to_s
  to_hash.to_s
end

#valid? ⇒ Boolean

Check to see if the all the properties in the model are valid

Returns:

  • (Boolean) —

    true if the model is valid



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# File 'lib/intrinio-sdk/models/zacks_institutional_holding_owner_detail.rb', line 239

def valid?
  return true
end