Sentences with phrase «sell shares you hold»

If you sold shares held more than one year, the resulting gain or loss is considered long term, while shares held one year or less generate a short - term gain or loss.

You are just selling the share you hold in the mutual fund.

A stop - loss order is an instruction placed with your broker to sell shares you hold, if the share price falls to a specified price.

Not exact matches

John Burbank's Passport Capital sold 36,577 shares, reducing the firm's holding by 35 percent.

But Senator Investment Group cut its position by more than half when it sold 875,000 shares and Third Point trimmed its holding by selling 400,000 shares to own 5 million.

That section laid out that a change in accounting rules now required Alphabet to include the change in value of any shares it owned in private companies, such as Uber, in its profits even if just held onto to its stake and didn't buy or sell any more shares.

Davidson Kempner sold its holding of 1 million shares.

Automotive Holdings Group chairman Bronte Howson sold off $ 2.5 million in shares he received as an incentive after the car dealer network achieved a 94th percentile ranking in shareholder returns over

Analyst Paul Trussell upgraded shares of Under Armour to hold from sell, arguing that its «rapidly growing» international business could help balance sluggish sales in North America.

Automotive Holdings Group managing director Bronte Howson has sold two million shares in the company, raising a total of $ 7.76 million.

Cooperman also sold about 3.5 million shares in Sprint (S), bringing his total holdings in the telecom to just under 40 million shares, and he took 5.2 million additional shares in grocery chain Supervalu (SVU).

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.

Morgan Stanley Wealth Management has been appointed by the corporate watchdog to sell a portion of shares in Sovereign Gold Company held by former Applabs Technologies directors which were found to have been acquired invalidly.

In the end, he sold to Wendy's because he wanted the chain to expand into the U.S. To the end, though, he held «quite a few shares» in Cara.

Effectively, this means that when such an investor sells shares at a profit, their gains are untaxed, provided the shares were held for at least two years.

Facebook shares have long been actively traded on SecondMarket, a New York financial services company that allows early stage investors and employees to sell their shares in privately held start - ups.

Think: Warren Buffett (has never sold a share of Berkshire Hathaway since 1967) or Bill Gates (he sells shares but for 20 years basically held onto his MSFT stock).

Buffett also announced this week that he sold a third of his shares in his longtime holding IBM (ibm).

Spotify CEO Daniel Ek is eligible to sell 15.8 million shares (less than one - third of his total holdings).

Carlyle holds a 74.1 % stake (prior to the Berkshire deal), but recently filed to sell 40 million shares via a secondary offering that would cut its stake to just under 57 %.

As part of the IPO, Spiegel and Murphy cashed out a small part of their holdings by selling 16 million shares each, according to a regulatory filing.

Wearable camera maker GoPro Inc announced a follow - on offering of $ 800 million of Class A shares, with its chief executive saying he plans to sell a portion of his holdings in the company.

An IPO could lead to softness in SoftBank Group shares for a while as some telecoms - focused investors sell their holdings to buy shares in the newly listed entity, said Chris Lane, an analyst at Sanford C. Bernstein.

According to the GAO report, 71 percent of all generic injectable cancer drugs sold in 2008 were produced by just three manufacturers, while 91 percent of the market share of injectable nutrients and supplements was held by just three pharmaceutical firms.

Shares dropped to $ 90.25 in the middle of May, which caused big - name investors like George Soros and David Einhorn to sell off some or all of their holdings.

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.

And if you're trimming a holding rather than dumping the whole thing, sell the shares that had cost the most, to minimize taxable gains or to book a loss that can offset other gains or reduce your taxable income.

If the participant sells the ISO shares prior to the expiration of these holding periods, the participant recognizes ordinary income at the time of disposition equal to the excess if any, of the lesser of (1) the aggregate fair market value of the ISO shares at the date of exercise and (2) the amount received for the ISO shares, over the aggregate exercise price previously paid by the participant.

Alternatively, investors» best performing stocks could become their largest holdings if they don't sell shares as they climb.

Of the outstanding shares, all of the shares sold in this offering will be freely tradable, except that any shares held by our affiliates, as that term is defined in Rule 144 under the Securities Act, may only be sold in compliance with the limitations described below.

Slim planned to hold on to the expanded equity stake after exercising the warrants, rather than sell the shares for an immediate profit, a person with knowledge of the matter said last year.

If you sell shares of a Franklin Templeton fund that were held indirectly for your benefit in an account with your investment representative's firm or your bank's trust department or that were registered to you directly by the Fund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales charge.

Municipal Investment Trust - Municipal Investment Trust is the entities that hold a stake in the numerous municipal bonds and then sell share to the public that represent an interest in those bonds.

The shares being made available for this program are being sold by the Start Small Foundation, a donor - advised fund held and administered by the Silicon Valley Community Foundation, the selling stockholder.

When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares, less any redemption fee, if applicable.

Mutual funds charge a variety of fees for purchasing, selling and holding a share.

In an April 2015 letter addressed to all its investors, closely - held Avid Life acknowledged that some investors had pressed it to improve liquidity so they could sell shares.

Fidelity will charge a short term trading fee each time you sell or exchange shares of FundsNetwork No Transaction Fee (NTF) funds held less than 60 days (short - term trade).

When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares.

With respect to an incentive stock option, Walmart will have a deduction if the Shares are sold prior to the end of the applicable holding period.

With its strong dividend growth rates AFL should make a great long - term holding and also give me some exposure to the financial sector since I recently sold my shares in Powershares Financial Preferred ETF (PGF).

• Motivate, which runs Citi Bike and other bike - sharing programs, has held talks to sell itself to Lyft.

Of these shares, all shares of common stock sold in this offering by us and the selling stockholders, plus any shares sold upon exercise of the underwriters» over-allotment option, will be freely tradable in the public market without restriction or further registration under the Securities Act, unless these shares are held by «affiliates,» as that term is defined in Rule 144 under the Securities Act.

Rule 701 generally allows a stockholder who was issued shares under a written compensatory plan or contract and who is not deemed to have been an affiliate of our company during the immediately preceding 90 days, to sell these shares in reliance on Rule 144, but without being required to comply with the public information, holding period, volume limitation, or notice provisions of Rule 144.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

This is the same Jamie Dimon who didn't need a cash infusion when Hank Paulson summoned chief executives of the nine largest U.S. banks to the Treasury in October 2008, handed them an agreement to sell shares to the U.S. government and told them to sign it; the same Jamie Dimon who managed to steer JPMorgan through the worst financial crisis since the Great Depression and remain profitable; the same Jamie Dimon whom the government tapped to buy Bear Stearns Cos. to prevent potential fallout from its collapse; the same Jamie Dimon who was held up as amodel for how a bank should be run.

Of the million outstanding shares, all of the shares sold in this offering will be freely tradable, except that any shares held by our affiliates, as that term is defined in Rule 144 under the Securities Act, may only be sold in compliance with the limitations described below.

The 2014 Recapitalization Agreement would provide that we would retain net proceeds in connection with this offering of $ million (after we pay underwriting discounts on the shares sold by us and the expenses in this offering payable by us and distribute net proceeds to our eligible teammates from the 1,745,395 shares being sold on behalf of VX Employee Holdings, LLC, a Virgin America employee ownership vehicle).

Of these shares, all shares sold in this offering will be freely tradable without restriction or further registration under the Securities Act, except for any shares purchased by our «affiliates,» as that term is defined in Rule 144 under the Securities Act, whose sales would be subject to the Rule 144 resale restrictions described below, other than the holding period requirement.

Rule 701 generally allows a stockholder who purchased shares of our Class A common stock pursuant to a written compensatory plan or contract and who is not deemed to have been an affiliate of our company during the immediately preceding 90 days to sell these shares in reliance upon Rule 144, but without being required to comply with the public information, holding period, volume limitation or notice provisions of Rule 144.