CMS symbols
The CMS convention is used to code stocks and ETFs. There is a space between the root and the suffix.
As an example, the Bank of America warrant class A will be coded as
BAC WSA
, Berkshire Hathaway class B is coded asBRK B
Security Categorization | CMS Suffix |
---|---|
Preferred | PR |
Preferred Class class A | PRA |
Class “A” | A |
Preferred when distributed | PRWD |
When distributed | WD |
Warrants | WS |
Warrants Class “A” | WSA |
Called | CL |
Class “A” Called | ACL |
Preferred called | PRCL |
Preferred “A” called | PRACL |
Preferred “A” when issued | PRAWI |
Emerging Company Marketplace | EC |
Partial Paid | PP |
Convertible | CV |
Convertible called | CVCL |
Class Convertible | ACV |
Preferred (class A) Convertible | PRACV |
Preferred (class A) when Distributed | PRAWD |
Rights | RT |
Units | U |
When issued | WI |
Rights when issued | RTWI |
Preferred when issued | PRWI |
Class "A" when issued | AWI |
Warrrant when issued | WSWI |