class Intrinio::InstitutionalHolding

A single institutional holding for an owner.

Attributes

amount[RW]

The number of shares held in the listed security

cusip[RW]

The CUSIP number for the security report by the Institutional Owner

filing_date[RW]

The date when the filing was submitted to the SEC by the company

investment_discretion[RW]

Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager.

no_voting_authority[RW]

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

other_manager[RW]

A code for other managerial authority of the securities listed

security_name[RW]

The name of the security

security_type[RW]

The type of the security

shared_voting_authority[RW]

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

sole_voting_authority[RW]

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

stock_exchange[RW]

The stock exchange where the security is traded

ticker[RW]

The ticker symbol for the security

title_of_class[RW]

The class of stock held

type[RW]

Shares

value[RW]

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

Public Class Methods

attribute_map() click to toggle source

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

# File lib/intrinio-sdk/models/institutional_holding.rb, line 65
def self.attribute_map
  {
    :'cusip' => :'cusip',
    :'ticker' => :'ticker',
    :'security_name' => :'security_name',
    :'security_type' => :'security_type',
    :'title_of_class' => :'title_of_class',
    :'stock_exchange' => :'stock_exchange',
    :'filing_date' => :'filing_date',
    :'value' => :'value',
    :'amount' => :'amount',
    :'type' => :'type',
    :'investment_discretion' => :'investment_discretion',
    :'other_manager' => :'other_manager',
    :'sole_voting_authority' => :'sole_voting_authority',
    :'shared_voting_authority' => :'shared_voting_authority',
    :'no_voting_authority' => :'no_voting_authority'
  }
end
new(attributes = {}) click to toggle source

Initializes the object @param [Hash] attributes Model attributes in the form of hash

# File lib/intrinio-sdk/models/institutional_holding.rb, line 108
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?(:'cusip')
    self.cusip = attributes[:'cusip']
  end

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

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

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

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

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

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

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

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

end
swagger_types() click to toggle source

Attribute type mapping.

# File lib/intrinio-sdk/models/institutional_holding.rb, line 86
def self.swagger_types
  {
    :'cusip' => :'String',
    :'ticker' => :'String',
    :'security_name' => :'String',
    :'security_type' => :'String',
    :'title_of_class' => :'String',
    :'stock_exchange' => :'String',
    :'filing_date' => :'Date',
    :'value' => :'Float',
    :'amount' => :'Float',
    :'type' => :'String',
    :'investment_discretion' => :'String',
    :'other_manager' => :'String',
    :'sole_voting_authority' => :'Float',
    :'shared_voting_authority' => :'Float',
    :'no_voting_authority' => :'Float'
  }
end

Public Instance Methods

==(o) click to toggle source

Checks equality by comparing each attribute. @param [Object] Object to be compared

# File lib/intrinio-sdk/models/institutional_holding.rb, line 191
def ==(o)
  return true if self.equal?(o)
  self.class == o.class &&
      cusip == o.cusip &&
      ticker == o.ticker &&
      security_name == o.security_name &&
      security_type == o.security_type &&
      title_of_class == o.title_of_class &&
      stock_exchange == o.stock_exchange &&
      filing_date == o.filing_date &&
      value == o.value &&
      amount == o.amount &&
      type == o.type &&
      investment_discretion == o.investment_discretion &&
      other_manager == o.other_manager &&
      sole_voting_authority == o.sole_voting_authority &&
      shared_voting_authority == o.shared_voting_authority &&
      no_voting_authority == o.no_voting_authority
end
_deserialize(type, value) click to toggle source

Deserializes the data based on type @param string type Data type @param string value Value to be deserialized @return [Object] Deserialized data

# File lib/intrinio-sdk/models/institutional_holding.rb, line 247
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) click to toggle source

Outputs non-array value in the form of hash For object, use to_hash. Otherwise, just return the value @param [Object] value Any valid value @return [Hash] Returns the value in the form of hash

# File lib/intrinio-sdk/models/institutional_holding.rb, line 313
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) click to toggle source

Builds the object from hash @param [Hash] attributes Model attributes in the form of hash @return [Object] Returns the model itself

# File lib/intrinio-sdk/models/institutional_holding.rb, line 226
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) click to toggle source

@see the `==` method @param [Object] Object to be compared

# File lib/intrinio-sdk/models/institutional_holding.rb, line 213
def eql?(o)
  self == o
end
hash() click to toggle source

Calculates hash code according to all attributes. @return [Fixnum] Hash code

# File lib/intrinio-sdk/models/institutional_holding.rb, line 219
def hash
  [cusip, ticker, security_name, security_type, title_of_class, stock_exchange, filing_date, value, amount, type, investment_discretion, other_manager, sole_voting_authority, shared_voting_authority, no_voting_authority].hash
end
list_invalid_properties() click to toggle source

Show invalid properties with the reasons. Usually used together with valid? @return Array for valid properties with the reasons

# File lib/intrinio-sdk/models/institutional_holding.rb, line 178
def list_invalid_properties
  invalid_properties = Array.new
  return invalid_properties
end
to_body() click to toggle source

to_body is an alias to to_hash (backward compatibility) @return [Hash] Returns the object in the form of hash

# File lib/intrinio-sdk/models/institutional_holding.rb, line 293
def to_body
  to_hash
end
to_hash() click to toggle source

Returns the object in the form of hash @return [Hash] Returns the object in the form of hash

# File lib/intrinio-sdk/models/institutional_holding.rb, line 299
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() click to toggle source

Returns the string representation of the object @return [String] String presentation of the object

# File lib/intrinio-sdk/models/institutional_holding.rb, line 287
def to_s
  to_hash.to_s
end
valid?() click to toggle source

Check to see if the all the properties in the model are valid @return true if the model is valid

# File lib/intrinio-sdk/models/institutional_holding.rb, line 185
def valid?
  return true
end