Is the quarterly EPS data mapped to the appropriate filing date? If not, what is it mapped to?
Wells Fargo 10-K for FY2016 was not posted to www.sec.gov until March 1, 2017. However, when running the query from MorningStar using the fundamentals.earnings_report, it shows that figure was available as of January 18, 2017. Another example is Q3 FY2016. Q3 10Q for Fy2016 was posted on November 3, 2016. However, the query shows that figure was available as of October 18, 2016.
Hello Yuhi and Jonathan,
For Q4/2016 data, Wells Fargo issued a press release on January 13th/2017 followed by a 8-K filling with the SEC where it makes this data publicly available.
We surfaced the data on January 18th/2017 because that was when we received the update from Morningstar. The "as of date" value tells us the date to which the data corresponds. For example, for data corresponding to Q4 of 2016, the as of date is 12/31/2016.
The same is true for Q3. Wells Fargo made the data available through a press release on October 14th/2016, and followed up with an 8-K filling on the same date.
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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian.
In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.
