- CFA Exams
- CFA Level I Exam
- Topic 3. Financial Statement Analysis
- Learning Module 15. Integration of Financial Statement Analysis Techniques
- Subject 2. Long-Term Equity Investment
CFA Practice Question
Which item is included in the comprehensive income but not in the net income?
II. Unrealized gains/losses from trading securities.
III. Unrealized gains/losses from available-for-sale securities.
I. Unrealized gains/losses from held-to-maturity securities.
II. Unrealized gains/losses from trading securities.
III. Unrealized gains/losses from available-for-sale securities.
Correct Answer: III only
User Contributed Comments 11
User | Comment |
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poomie83 | Could someone provide an explanation |
sjurrens | Just a definition. It's how the firm decides to define the security. Check accounting notes for types of securities (those listed in the question are the 3) |
charomano | Unrealized gains/losses from HTM are not reported in neither Comprehensive Income nor Net Income |
sogah | what about ii |
NIKKIZ | Held-to-maturity; - premiums/discounts are amortized and amortized amount posted into the income statement. Available-for-sale - gains/losses posted to Other Comprehensive Income. Held-For-Trading; gains/losses marked to market and posted in the income statement. Note that for realized gains (from the actual sale of an investment) the gains/losses become realized for any investment and are always included in the income statement. |
johntan1979 | Thanks NIKKIZ! |
2014 | Thanks NIKKIZ |
johntan1979 | Unrealized gains/losses for HTM are NOT REPORTED! Please be aware of this. |
robbiecow | HTM: Transaction is on the BS (reported @ amtz cost) AFS: Fair value (gains & losses to Other Comprehensive Inc.) TS: Fair value (gains & losses to Oper. Income) Think of what the intent of each one is. |
jfermin315 | robbie great thanks!! Flash cards are clutch and you just added to my stack |
khalifa92 | you have to understand the difference between those three to get the whole picture |