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SIE: Trading & Settlement
SIE practice questionhardMargin Calls

An investor purchases $20,000 worth of stock in a margin account, depositing the required Reg T margin of $10,000. If the stock declines to $12,000, what is the equity in the account?

  1. A$2,000✓ Correct answer
  2. B$8,000
  3. C$10,000
  4. D$12,000
Explanation

Why A$2,000

Equity = Market value - Debit balance. The debit balance (amount borrowed) remains $10,000 regardless of the stock's value. Market value is now $12,000. Equity = $12,000 - $10,000 = $2,000. The equity percentage is $2,000/$12,000 = 16.7%, which is below the 25% maintenance requirement, so a margin call would be issued. The investor must deposit additional funds to bring equity back to acceptable levels.

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