Sentences with phrase «base of the shares you sold»

To calculate your total capital gain tax on shares you sold during the previous tax year, subtract the adjusted cost base of the shares you sold from the total proceeds of the sale.

If you sell shares of a taxable non-money market fund account during the year, Transamerica Funds will send you Form 1099 - B after year end, which generally will show the average cost basis of shares sold to consider using to complete your income tax returns.

To calculate your total capital gain on a share you sold during 2017, subtract the adjusted cost base of the shares you sold from the total proceeds of the sale.

Calculating cost basis The taxable gain or loss when you sell funds is the difference between the amount you receive from the sale and the cost basis of the shares you sold.

When shares are sold, the gain or loss on your investment is the difference between the cost basis of the shares sold and the sales price.

Not exact matches

We'll put put specific numbers on that bluebird view by creating a simple model that involves moving a few decimal points: Let's say that FAANG Inc's share price is $ 24 (based on $ 24 trillion valuation) and that it earns 80 cents (that's the $ 80 billion, many decimal points to the left), so it's selling at the FAANGs combined PE of 30.

Ma reaped more than $ 800 million selling shares in the company he set up 15 years ago as Alibaba listed on the New York Stock Exchange Friday, based on company filings, with the value of his remaining stake of 7.8 percent surging to more than $ 17 billion by Monday.

The Montreal - based firm is RIM's sixth biggest investor (10.2 million shares at the end of the first quarter, worth about $ 361 million yesterday), and just sold over half its holdings.

Shares in Perth - based construction and development company Diploma Group have surged on news it will sell its Quest Serviced Apartments in Rockingham and Adelaide Terrace to undisclosed buyers for a combined value of $ 63.5 million.

Professional investors make their entire living analyzing the companies that are listed on stock exchanges and buying and selling their shares based on what they believe is the value of those companies.

Buffett, whose Berkshire held an 8.59 % stake in IBM as of the end of last year and who has caught some flak for his stake, said his cost basis in IBM was around $ 170 a share and that he had still never sold a share.

The share price surge of the Internet - based retailer and cloud services company since the market sell - off at the beginning of the year has far outpaced the other so - called FANG stocks of Facebook (fb), Netflix (nflx), and Google - parent Alphabet (googl) that led the broad U.S. market in 2015.

«An attentive investor, I'm embarrassed to report, would have sold Tesco shares earlier,» Buffett wrote in his annual letter to shareholders of Omaha, Nebraska - based Berkshire, which was published Saturday.

Amsterdam - based uniQure said it would sell 5.4 million shares at an initial public offering price of $ 17.00 each, netting it $ 81.9 million after expenses.

An obvious exaggeration: Selling your shares tends to lower the stock price, affecting stock - price - based executive pay, capital - raising ability, prospects of being taken over, etc..

For those that do sell, I imagine Loyal3 would act like other brokerages and give you a detailed summary of the shares you sold and their cost basis using the First In, First Out (FIFO) method, I know my current brokerage does.

(At the time, Tim Hortons owned 50 per cent of the new Maidstone facility, but has since sold its share to Zurich - based Aryzta AG, which continues to supply the chain with «par - baked» frozen products that are finished in - shop.)

You can sell your shares then, or in advance of that time, based on some suitable discount horizon.

Initially I sold 11 shares of Southern company, from an individual brokerage account, at an average price of $ 44.47 which had a cost basis of $ 46.99.

Based on shares outstanding as of December 31, 2016, on the closing of this offering, we will have outstanding a total of shares of Class A common stock, shares of Class B common stock, and shares of Class C common stock, assuming no exercise of outstanding options, and after giving effect to the conversion of all outstanding shares of our preferred stock into shares of Class B common stock on the closing of this offering and the sale of Class A common stock by the selling stockholders in this offering.

Simultaneously, seemingly unconnected companies based in the U.K. or one of its overseas protectorates, the British Virgin Islands, placed matching sell orders for the same shares in the same amounts with Deutsche Bank in London.

The Markham, Ontario - based company was aiming to raise about C$ 80 million ($ 62 million) selling shares at C$ 10 each, after lowering the price from a range of C$ 12 to C$ 14, according to the people, who asked not to be identified because the matter is private.

We have based our calculation of the number of shares outstanding after the offering and the percentage of beneficial ownership after the offering on shares of our common stock outstanding immediately after the completion of this offering, including shares that we estimate will be issued pursuant to the 2014 Recapitalization assuming an initial public offering price of $ per share (the midpoint of the price range on the cover of this prospectus), and no exercise of the underwriters» overallotment option to purchase shares from the selling stockholders.

The company Qwiki, maker of an iPhone video sharing app, was hatched at a Summit event and acquired last year by Yahoo for $ 50 million; Basis, a company that makes wristwatch health trackers, secured its first major investment at Summit and was sold to Intel last year for over $ 100 million.

These types of firms typically have a much more extensive list of shares available for selling short than your traditional web - based brokers designed for long - term «buy and hold» investing.

«Early sell through of Fitbit Versa, our first true mass appeal smartwatch, has been the best in our company's history, positioning us to expand our user base and capture greater share of the fast - growing smartwatch market,» said Park.

According to the New York Post, parent company Forest City Realty Trust (FCRT) is selling all but 5 % of the 30 % share it owns to its partner, Greenland USA, whose parent is Shanghai - based Greenland Holding Group.

While sophisticated options traders like to sell puts in hopes of pocketing the premium income, novice traders should look at selling put options in order to create a way to buy shares in a business you like at a lower cost basis.

The Series A Preferred shall also be convertible into any future series of Preferred Stock (the «Future Preferred») under either of the following circumstances: (a) if such conversion is approved by the Board or (b) if such conversion is in connection with a future Preferred Stock equity financing in which the Company's fully diluted pre-money valuation is greater than the Company's fully diluted post-money valuation immediately following the Series A Financing contemplated by this term sheet (a «Future Financing»), in either case, on a one - for - one basis (subject to anti-dilution adjustment) at the option of the holder; provided however, if such conversion is in connection with a Future Financing, that the holder may convert into shares of Future Preferred only in the event that all of such shares of Future Preferred received by the holder upon conversion are sold to an Approved Investor (as defined below) no later than 90 days following the first closing of the Future Financing at a price per share no lower than the price per share at which the Company sells shares of such Future Preferred in the Future Financing and, provided further, that such Approved Investor is not an affiliate, family member, or related party of the holder.

The government intended to sell its tax changes for CCPCs on the basis that they would mean higher income Canadians would no longer be able to avoid paying their fair share of tax.

If the stock is sold for less than its market value at the time of the gift — for example, $ 6 — your loved one's cost basis will be $ 8, and his or her capital loss will be $ 2 a share.

Mark Leibman, of Leibman Financial Services, based in Louisville, NE, shared «Sell in May» perspectives with his followers, highlighting historical data from LPL Research:

GM's Detroit - based competitor Ford has also failed to impress Wall Street in recent years, while shares Silicon Valley - based Tesla, which sells only a fraction of the vehicles of either major automaker, are reaching all - time highs.

Shares of Laurentian Bank of Canada dipped again on Wednesday, a day after the Montreal - based lender said it had discovered «documentation issues and client misrepresentations» with tens of millions of dollars worth of mortgages that it had sold.

The rule requires fund companies to report to the IRS certain information such as date of acquisition, proceeds and cost basis on covered shares sold or exchanged in any taxable (non-retirement) account and any account owned by an S corporation.

The NAV as of the next market close will be what investors base whether they will buy or sell shares.

And as an aside, a company that sells at half of book, earns 8 - 10 % on equity, doesn't grow and uses all its earnings for share repurchase can reduce its share base by 15 to 20 % annually.

Accordingly, the Shareholder generally will recognize gain or loss on the sale in an amount equal to the difference between (1) the amount realized pursuant to the sale of the Shares, and (2) the Shareholder's tax basis for the portion of its pro rata share of the Bitcoins held by the Trust at the time of sale that is attributable to the Shares sold, as determined in the manner described in the preceding paragraph.

With NUCO sold in several national retailers, Ricky desires to grow its market share of coconut products in North America to ensure a larger revenue base for the disenfranchised coconut farmers.

The firm unified its privacy policies last year to allow the sharing of user data between its cloud - based applications in order to build new kinds of services, and ultimately sell more ads.

And, of course, you're invited to join in on the fun, as celebrity yogi, mbg class instructor, and best - selling author Kathryn Budig; the inimitable Thug Kitchen's Matt Holloway and Michelle Davis; Top Chef star and cookbook author Candice Kumai; The Chew favorite Dan Churchill; and chef and blogger Cynthia Groseclose share Thanksgiving memories, healthy eating tips, and, of course, all of the plant - based recipes you need to host a delicious Thanksgiving dinner.

Since I am literally immersed in the collector car market on a daily basis, let me share some thoughts with collector car shopping: Chances are, because of the small number of cars I sell, you won't end up buying a car from me.

No longer sharing a platform with the Nissan Armada, the QX56 was now a luxury version of the Nissan Patrol, which also marked the first time that a Patrol - based vehicle had been sold in North America since 1969.

As the Duster sold in India is based on the globally retailed Dacia Duster it's likely that the next - generation model coming to India will share a lot of similarities with the former.

Blinkfeed provides a continuous stream of news, weather, and sports updates based on your interests; Zoe integrates with the camera and allows for photo and video editing and sharing; and Dot View makes the Desire compatible with one of HTC's LED cases (which are sold separately).

Although the iPad remains the best - selling tablet, Apple's share of the tablet market dropped 8.1 points year - over-year during the last quarter — albeit based on shipments rather than actual sales to end users, according to new iDC numbers.

That's a total of 48 out of the 100 books sold by Amazon, or 48 % market share based on units sold.

«What an author gets per copy is not adequate to conclude that they make more money in total... I don't see any correlation in the different direction of market share based on price increases... Amazon's bestseller list is comprised mostly by low priced or almost free titles, so it is not fair to conclude that Indy authors make more money by using this sample... more and more of the Big5 publishers have been re-designing their websites to sell ebooks and printed books it could be a reason for the effect into the decreased market share that they have on Amazon.»

When you look at the entire picture — including the rapidly - growing 30 % of ebooks sold without ISBNs — what looks like a «plateau» to the industry pundits and their ISBN - based statistics suggests a different interpretation altogether: what they are actually observing is a progressive shift of ebook market share away from the traditionally - published «visible» portion of the industry that uses ISBNs... and toward the invisible «shadow industry» of ISBN-less self - published ebooks.

Her cost basis is $ 1100 She then sells all her shares and receives a check for $ 1300 Mary has realized a capital gain of $ 200, which must be reported on her tax return.