Level from annual financial statements compiled by and purchased from S&P Global. Separate Accounts Statement, table Assets, line 2.1, Preferred stocks, and line 2.2, Common stocks, both at market value, less FOF Section estimate of bond mutual funds in Separate Accounts.This total is then multiplied by a ratio that captures the portion of separate account assets that belong to households as opposed to other sectors (e.g. excluding bank-owned life insurance, obligations from reinsurers, etc.) ( (fl544190085.q - fl763040023.q - fl733040023.q - fl543050085.q - fl543040085.q - fl543190085.q - fl543170085.q + fl573095585.q + fl223095583.q) / fl544190085.q ). Annual transactions are equal to change in the level less FOF Section estimate of capital gain on corporate equities in IRAs. Quarterly levels and transactions are FOF Section estimates based on estimates of capital gains in separate accounts.
Last edited on: 07/08/2020