Beginning 1986:Q2, market value level from FR Board FR Y-9LP report, schedule PC, total assets (BHCP2170), less items reported by tiered holding companies only: sum of schedule PC-A, Equity investments in subsidiary holding companies and associated holding companies (BHCP0201, BHCP0202, and BHCP0203), Nonequity investments in and receivables due from subsidiary holding companies and associated holding companies (BHCP0204 and BHCP0205), and from schedule PC, balances (other than investments) due from related holding companies (BHCP3604 begins 1990:Q3); plus, starting in 1986:Q2, from FR Board FR Y-9SP report, schedule SC, total assets (BHSP2170) less investment in subsidiary holding companies (BHSP0201, BHSP0202, and BHSP3523); plus, beginning 2012:Q1, from FR Board FR 2320 report (Column A), Parent Only, Total Assets (SLHP2170). Capital gains are set equal to the sum of FR733061103, FR733061703, and FR733063003. Transactions are calculated as the change in the market value level less capital gains less any other volume changes. Data for the most recent ten years show no significant seasonality.
Last edited on: 02/28/2019