Series analyzer for LM154023223.Q

Households and nonprofit organizations; assets in 529 savings plans

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Data Source

Level from College Savings Plan Network (CSPN) and Strategic Insight (SI). From 1996:Q4 to 1999:Q4, only annual level data are available. Unpublished semiannual data are used from 2000:Q2 to 2016:Q4, except for 2009:Q2. Semiannual level data for 1997:Q2 to 1998:Q2 and 2009:Q2 are estimated using linear interpolation. Levels from 2017:Q1 to 2017:Q4 use SI data. Q1 and Q2 transactions are assumed to be equal; Q3 and Q4 transactions are assumed to be equal. Capital gains are estimated based on the overall gains for total mutual fund assets ( FOF series FR654090000.Q). Levels for quarters where source data are unavailable are calculated as the sum of the previous quarter's level, unadjusted transactionss and the capital gain. For quarters after the most recent CSPN data, unadjusted transactionss are estimated using a 12 quarter average.

Last edited on: 03/23/2018
Shown on: B.101 Line 43
Derived from:
FOF CodeDescription
+ FL154023223.QHouseholds and nonprofit organizations; assets in 529 savings plans