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Michelle did a short sale of 1000 Apple stock at a price of $110 through her broker, Fidelity. The initial margin requirement was 60% with maintenance margin of 40%. At what Apple share price Michelle would receive a margin call?

User Anudeep GI
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Final answer:

Michelle would receive a margin call when the price of Apple shares reaches $132.00, as this is the point where the equity in her account would fall to the 40% maintenance margin requirement.

Step-by-step explanation:

To determine at what Apple share price Michelle would receive a margin call from her broker Fidelity after doing a short sale of 1000 Apple stock at a price of $110, we need to calculate the price at which the equity in her account falls to the maintenance margin requirement of 40%. The initial margin requirement was 60%, so Michelle initially had an equity position of 60% of the value of the short sale.

Let's denote P as the unknown price at which a margin call occurs. Since Michelle short-sold the stock, a rise in the stock's price reduces her equity. The equity in the account when a margin call occurs is the initial equity minus the increase in the value of the 1000 shares, which can be represented as:

Equity = (Initial Margin Requirement * Value of Short Sale) - (1000 * (P - Initial Price))

The maintenance margin occurs when this equity equals 40% times the current market value of the short position, which is:

Maintenance Margin = 0.40 * (1000 * P)

At the point of margin call, Equity = Maintenance Margin. So, we solve the following equation:

(0.60 * 1000 * $110) - (1000 * (P - $110)) = 0.40 * (1000 * P)

After solving, we find that the price P at which a margin call is received is $132.00 per share. At this price, the increase in the value of the short sold shares reduces Michelle's equity to the point where it exactly matches the maintenance margin requirement.

User Mitja Bonca
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