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You’ve just opened a margin account with $14,000 at your local brokerage firm. Y

ID: 2726046 • Letter: Y

Question

You’ve just opened a margin account with $14,000 at your local brokerage firm. You instruct your broker to purchase 700 shares of Landon Golf stock, which currently sells for $61 per share.

What is your initial margin? (Enter your answer as a percent rounded to 2 decimal places. Omit the "%" sign in your response.)

Construct the equity account balance sheet for this position. (Omit the "$" sign in your response.)

Liabilities and account equity

You’ve just opened a margin account with $14,000 at your local brokerage firm. You instruct your broker to purchase 700 shares of Landon Golf stock, which currently sells for $61 per share.

Explanation / Answer

Answer 1.

Balance in Accont = $14,000

Amount Required to purchase 700 shares for $61 = $42,700

Amount taken as loan = $28,700

Initial Margin = 28700 / 42700 * 100

= 0.6721

= 67.21%

Answer 2.

Assets Amount Liabilities And Account Equity Amount 700 Shares 42,700 Margin Loan 28,700 Account Equity 14,000 Total 42,700 Total 42,700