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Investor Portfolio History Report
Hi,
Would it be possible to extract the monthly Investor Portfolio History Reports of a company (e.g., PermID: 4297651992) for a certain time period (e.g., 01.2019 - 12.2019) via the python Eikon Data API?
Thank you very much in advance!
Thank you for the clarification. I don't believe this report can be retrieved using Eikon Data APIs or Eikon Excel, I'm afraid.
I'm not sure I understand the question. For a public company you can get the ownership report for a given date using for example
df, err = ek.get_data('AAPL.O',
['TR.HoldingsDate','TR.SharesHeld',
'TR.SharesHeldValue',
'TR.SharesHeldValue.investorid',
'TR.InvestorFullName'],
{'SDate':'2019-08-01'})
To get the full list of data items you can retrieve, use CodeCreator app in Eikon, which allows you to browse the list of data items by category, explore parameters and outputs available for each field and construct a code snippet that you can copy & paste into your IDE.
By combining the above reports for multiple dates you could construct monthly series you're looking for.
What I find confusing is that the PermID, you gave as an example, refers to Vanguard Group Inc., which is a private company. You wouldn't get the ownership report like in the example above for private companies.
The Shareholders Report is, of course, available only for publicly listed companies. However, my question was related to Equity Portfolio Holdings of the Vanguard Group Inc. In Eikon, this kind of information can be found under Ownership -> Equity Holdings -> Investor Portfolio (History) Report, and, although Vanguard Group is a private company, it has many equity portfolio holdings. Would it be possible to obtain this kind of data via the python data API?
Thank you very much!