Class: Intrinio::InstitutionalOwnership

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

Overview

The amount of a company’s available stock owned by mutual or pension funds, insurance companies, investment firms, private foundations, endowments or other large entities that manage funds on behalf of others.

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(attributes = {}) ⇒ InstitutionalOwnership

Initializes the object

Parameters:

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

    Model attributes in the form of hash



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# File 'lib/intrinio-sdk/models/institutional_ownership.rb', line 88

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?(:'owner_cik')
    self.owner_cik = attributes[:'owner_cik']
  end

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

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

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

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

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

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

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

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

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

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

end

Instance Attribute Details

#amount ⇒ Object

The number of shares held in the listed security



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

def amount
  @amount
end

#amount_change ⇒ Object

The change in number of shares held from the prior quarter



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

def amount_change
  @amount_change
end

#amount_percent_change ⇒ Object

The percentage change in the number of shares held from the prior quarter



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

def amount_percent_change
  @amount_percent_change
end

#no_voting_authority ⇒ Object

The number of shares where the insitutional holder has no voting authority



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

def no_voting_authority
  @no_voting_authority
end

#owner_cik ⇒ Object

The Central Index Key issued by the SEC, which is the unique identifier all owner filings



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

def owner_cik
  @owner_cik
end

#owner_name ⇒ Object

The name of the institutional owner



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

def owner_name
  @owner_name
end

#period_ended ⇒ Object

The date of the latest 13-F filing on record with the SEC.



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

def period_ended
  @period_ended
end

#previous_amount ⇒ Object

The prior quarter number of shares held by the owner



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

def previous_amount
  @previous_amount
end

#shared_voting_authority ⇒ Object

The number of shares where the insitutional holder has shared voting authority



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

def shared_voting_authority
  @shared_voting_authority
end

#sole_voting_authority ⇒ Object

The number of shares where the insitutional holder has sole voting authority



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

def sole_voting_authority
  @sole_voting_authority
end

#value ⇒ Object

The market value in amount of dollars of the holding in the listed security



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

def value
  @value
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/institutional_ownership.rb', line 53

def self.attribute_map
  {
    :'owner_cik' => :'owner_cik',
    :'owner_name' => :'owner_name',
    :'period_ended' => :'period_ended',
    :'value' => :'value',
    :'amount' => :'amount',
    :'sole_voting_authority' => :'sole_voting_authority',
    :'shared_voting_authority' => :'shared_voting_authority',
    :'no_voting_authority' => :'no_voting_authority',
    :'previous_amount' => :'previous_amount',
    :'amount_change' => :'amount_change',
    :'amount_percent_change' => :'amount_percent_change'
  }
end

.swagger_types ⇒ Object

Attribute type mapping.



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

def self.swagger_types
  {
    :'owner_cik' => :'String',
    :'owner_name' => :'String',
    :'period_ended' => :'Date',
    :'value' => :'Float',
    :'amount' => :'Float',
    :'sole_voting_authority' => :'Float',
    :'shared_voting_authority' => :'Float',
    :'no_voting_authority' => :'Float',
    :'previous_amount' => :'Float',
    :'amount_change' => :'Float',
    :'amount_percent_change' => :'Float'
  }
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/institutional_ownership.rb', line 155

def ==(o)
  return true if self.equal?(o)
  self.class == o.class &&
      owner_cik == o.owner_cik &&
      owner_name == o.owner_name &&
      period_ended == o.period_ended &&
      value == o.value &&
      amount == o.amount &&
      sole_voting_authority == o.sole_voting_authority &&
      shared_voting_authority == o.shared_voting_authority &&
      no_voting_authority == o.no_voting_authority &&
      previous_amount == o.previous_amount &&
      amount_change == o.amount_change &&
      amount_percent_change == o.amount_percent_change
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/institutional_ownership.rb', line 207

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/institutional_ownership.rb', line 273

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/institutional_ownership.rb', line 186

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/institutional_ownership.rb', line 173

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/institutional_ownership.rb', line 179

def hash
  [owner_cik, owner_name, period_ended, value, amount, sole_voting_authority, shared_voting_authority, no_voting_authority, previous_amount, amount_change, amount_percent_change].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/institutional_ownership.rb', line 142

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/institutional_ownership.rb', line 253

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/institutional_ownership.rb', line 259

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/institutional_ownership.rb', line 247

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/institutional_ownership.rb', line 149

def valid?
  return true
end