EFTA00811295.pdf
📄 Extracted Text (92 words)
you spoke last month about maybe taking profits in apple...
i do not yet have a draft of 2016 tax return however capital loss carry forwards at 12/31/2015
was approximately 35mm
projected capital gains for 2016 3mm and 2017 approximately 9mm so 23mm should remain
approx 9m 2017 capital gains includes the the sale of 100,000 apple at 143.50 (4.8mm gain)
Purchase Quantity 10/30/17 Unrealized
Asset Description Date Cost Value @ 166.53 Gain
Apple Inc 9/5/14 64,000 6,332,800 10,657,920 4,325,120
Apple Inc 1/11/16 250,000 24,750,006 41,632,500 16,882,494
314,000 31,082,806 52,290,420 21,207,614
EFTA00811295
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EFTA00811295
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