Sentences with phrase «fund shares offers»

Giving away appreciated securities such as stocks, bonds, or mutual fund shares offers an additional tax benefit: You can generally take a tax deduction for the full market value of the securities donated and also avoid paying tax on the capital gains on the investment.

Not exact matches

While the funds suing Theranos in Delaware say the blood - testing startup talked to them about the share offer in September 2016, according to Bloomberg, they then found that Theranos designed the offer so that investment funds would not obtain «any recovery» in a bankruptcy filing.
Arrington told Fortune that the fund would invest primarily in digital assets, including exotic ones, and in so - called «initial coin offerings,» which involve the sale of digital tokens that can in some cases provide access to an online service such as file sharing.
Many plans, particularly those at large companies, offer access to inexpensive R share classes of mutual funds.
While Berkshire Hathaway, the investment vehicle of the «Oracle of Omaha,» revealed that it purchased 2.3 million shares of Charter Communications in its latest quarterly filing with the U.S. Securities and Exchange Commission, several big - time hedge fund managers also offered a quarterly look into their own portfolios.
Though the fund company objected to the initial transaction price, it sold after the Phelans upped their offer by 35 cents to $ 8 per share.
When continued pleading didn't work, Ottawa then offered to share the cost of a $ 400 - million fisheries fund.
Activist hedge fund Elliott, which had resisted Qualcomm's previous $ 110 per share offer saying it undervalued NXP, said it was pleased that NXP's value had been recognized in the revised transaction terms.
Meituan - Dianping, one of China's highest - funded startups offering services from food delivery to hotel bookings, announced it was buying Tencent - backed Mobike for approximately US$ 3.4 billion, the largest bike - sharing deal to date.
U.S. chipmaker Qualcomm raised its offer to buy NXP Semiconductors to $ 127.50 per share on Tuesday, and said it has the backing of the shareholder group led by hedge fund Elliott Management that opposed its previous proposal.
SoftBank offered $ 33 per Uber share, which puts the company's value at $ 48 billion, a significant decrease from the $ 69 billion valuation it had after its last funding round.
Flinders Mines has announced plans to raise $ 14.3 million through a share placement and entitlement offer to fund a bankable feasibility study and further exploration on its Pilbara iron ore project.
COPENHAGEN, Feb 7 - Australia's Macquarie and three Danish pension funds ATP, PFA and PKA have offered to buy Danish telecoms operator TDC for 47 Danish crowns per share, business daily Borsen said on Wednesday, citing several unnamed sources.
Incubators and accelerators share many traits - networks, classes, mentors - but incubators tend to be longer (one to five years), and they don't frequently offer funding.
Hedge fund and No. 2 Sprint shareholder Paulson & Co said it would vote all of its shares in favour of SoftBank's improved offer.
Spooked by a sudden 19 % plunge in the Shanghai Composite Index, regulators halted initial public offerings, suspended trading in shares accounting for 40 % of market capitalization, forced state - owned brokers to promise to buy stocks until the index reached a higher level, mobilized state - controlled funds to purchase equities, and promised unlimited support from the central bank.
No shares or units in these products or funds may be offered or sold to residents of the United States of America or in any other country, state or jurisdiction where it would be unlawful to offer, solicit an offer for or sell such shares or units.
Authorities suspended initial public offerings, introduced a $ 120 billion market stabilization fund backed by the central bank, and encouraged executives to buy company shares.
The response to CBA's fund raising is in sharp contrast to a A$ 3 billion share offering by rival ANZ Banking Group, which saw its shares slump amid concerns about slowing growth after earnings came in softer - than - expected.
A portfolio comprised primarily of individual bonds offers more transparency of security holdings than shares of bond mutual funds which are only required to publish actual bond holdings at quarter - end.
, this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction.
Subscriptions for shares or units in any Franklin Templeton Investments product or fund can be made only on the basis of the current brochure and prospectus (or other offering document) for that product or fund which more fully describes the investment risks.
This material is for educational purposes only and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund or security and it is your responsibility to inform yourself of, and to observe, all applicable laws and regulations of your relevant jurisdiction.
We offer many ways for you to combine your current purchase of Class A fund shares with other existing Franklin Templeton fund shares that might enable you to qualify for a lower sales charge with your current purchase.
The Kansas City Star reported last month that American Century was being sued by employees for excessive fees and only offering its own funds and shares in the company in the investment menu.
The complaint also highlights a practice that many 401 (k) plan participants may not know exists: «revenue sharing» between the company offering the funds and the plan's sponsor — the employer.
For more information about Vanguard funds, Vanguard ETF Shares, or non-Vanguard funds offered through Vanguard Brokerage Services, visit vanguard.com or call 800-992-8327 to obtain a prospectus or, if available, a summary prospectus.
Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any DoubleLine Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
SAFSF offers a study group for funders interested in deeper learning and sharing around finance and investing for social change.
In or about February 2013, Retrophin endeavored to raise funds by making a private offering of shares and warrants (the «February PIPE»).
The direct listing also bypasses another Wall Street tradition: offering shares of an IPO to hedge funds and other preferred investors at a discount, said Jay Ritter, a business professor at the University of Florida, who tracks IPO data.
Most Franklin Templeton funds offer multiple share classes.
DALLAS, April 19, 2017 / PRNewswire / — NexPoint Credit Strategies Fund (NYSE: NHF)(the «Fund») today announced the commencement of a non-transferable rights offering to purchase additional shares of common stock of the Fund (the «Offering») as the Fund's registration statement has been declared effective by the Securities and Exchange Commission.
The fund offers multiple share classes, which are subject to different fees and expenses that will affect their performance.
As if revenue sharing wasn't confusing enough, the mutual fund companies that pay these hidden 401 (k) fees tend to offer their funds in multiple sharing classes — with each paying different fees.
In Latin America, for Institutional Investors and Financial Intermediaries Only (Not for public distribution): This material is for educational purposes only and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction.
For Class C shares, generally the inception date is the first day the fund commenced offering such shares.
Franklin U.S. Government Money Fund Class R6 inception date is the first day it commenced offering such shares.
Returns at public offering price (after sales charge) for class A and class M shares reflect the current maximum initial sales charges of 5.75 % and 3.50 % for equity funds and Putnam Multi-Asset Absolute Return Fund, and 4.00 % and 3.25 % for income funds (1.00 % and 0.75 % for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund, Putnam Fixed Income Absolute Return Fund, and Putnam Short - Term Municipal Income Fund), respectively.
While equity crowdfunding has been targeted as a boon for startups and small companies in need of early stage funding, a growing number of businesses are comprehending that offering shares, in a transparent manner, to consumers familiar with the brand or company can be very effective.
At this celebration (30th anniversary of the fund), attorney Steven West of Sullivan & Cromwell, counsel for the fund's underwriters reported to the group that he had actually purchased 1,000 shares at the original offering, at a price of $ 15.00 per share, including an initial sales charge of 6 percent for its distributors.
Taking into account the cash resources needed to fund the Offer and the cash reserve requirements established as part of the cash confirmation process, HP may execute a low volume of opportunistic share repurchases relative to prior periods until the closing of the Autonomy acquisition.
Combine that with the purchasing power we achieve through sharing our trading system with high volume hedge funds, pension funds, institutional investors and high - net - worth brokerage clients, and we're able to offer our clients some of the most competitive prices in the world.
These share repurchases have been funded in part by a $ 17 billion debt offering, the largest ever as of the time of issuance.
But the tender offer also says, «although none of Pershing Square, PS Fund 1 or any of Pershing Square's affiliates is offering to acquire any shares of Allergan common stock in the offer, PS Fund 1 is considered a co-bidder for SEC purposes.»
Our principal stockholders, funds affiliated with or related to Cyrus Capital Partners, L.P. (which we refer to in this prospectus collectively as «Cyrus Capital») and affiliates of Virgin Group Holdings Limited (which we refer to in this prospectus collectively as the «Virgin Group»), as selling stockholders, have granted the underwriters an option to purchase up to additional shares of common stock at the initial public offering price less the underwriting discount solely to cover overallotments.
They use a long - run sentiment index derived from principal component analysis of six sentiment measures: trading volume as measured by NYSE turnover; the dividend premium; the closed - end fund discount; the number of and first - day returns on Initial Public Offerings; and, the equity share in new issues.
Bitfury's market share, unmatched computing power, and ability to scale, in combination with a Board of Directors that former hedge fund manager Michael Novogratz and renowned venture capitalist Bill Tai have both agreed to serve on, offers Hut 8 an extreme advantage in a competitive marketplace.
A stock buyback is basically a secondary offering in reverse — instead of selling new shares of stock to the public to put more cash on the corporate balance sheet, a cash - rich company expends some of its own funds on buying shares of stock from the public.
BOSTON (March 12, 2018)-- MFS Investment Grade Municipal Trust (the «fund»)(NYSE: CXH) announced today that it will conduct a cash tender offer to purchase up to 7.5 percent of the fund's outstanding common shares (the «shares») at a price per share equal to 98 percent of the fund's net asset value (NAV) per share as of the close of regular trading on the New York Stock Exchange (NYSE) on the date the tender offer expires.
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