📄 Extracted Text (436 words)
From: Tazia Smith
Sent: Tuesday, May 20, 2014 8:29 PM
To: [email protected]
Cc: Vahe Stepanian
Subject: Re: JPM tax loss harvesting? [C]
Classification: Confidential
thank you. since it is post close, we will sell tomorrow AM, ok? Would you like to give us a limit?
Tazia Smith
Director Key Client Partners - US
DB Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA Tel. +1(212)454-2889 Fax +1(646)257-3131 Mobile +1 (917)327-4107
Emai
From: "Jeffrey E." <[email protected]>
To: Tazia Smith/db/dbcom@DBAMERICAS,
Date: 05/20/2014 04:17 PM
Subject: Re: JPM tax loss harvesting? [C]
Yes
On Tuesday, May 20, 2014, Tazia Smith <[email protected] <mailto:[email protected]» wrote:
Classification: Confidential
Jeffrey -
Rich and I were speaking today and he told me that you would like to sell 1/3 of your JPM position. As you know, you
own 21,753 shares with a recorded cost basis of $10,625,002.
JPM presently 153.72. Please let us know if you'd like to sell 7,250 shares.
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Thank You,
Tazia
Used with permission of Bloomberg Finance LP
Tazia Smith
Director Key Client Partners - US
DB Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel. +1(212)454-2889
Fax +1(646)257-3131
Mobile +1(917)327.4107
Email <javascript:_e(%7B%7D,'cvm11 );>
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