Case File
efta-02584170DOJ Data Set 11OtherEFTA02584170
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02584170
Pages
3
Persons
0
Integrity
Extracted Text (OCR)
EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
From:
jeffrey E. <[email protected]>
Sent:
Tuesday, May 20, 2014 8:30 PM
To:
Tazia Smith
Subject:
Re: JPM tax loss harvesting? [C]
Do your best
On Tuesday, May 20, 2014, Tazia Smith
wrote:
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
Email
javascript:_e(%7B%7D,'cvml','[email protected]');>
From: "Jeffrey E." <[email protected] ciavascript:_e(%7B%7D/[email protected]=);»
To:
Tazia Smith/db/dbcom@DBAMERIC=S,
05/20/2014 04:17 PM
Subject:
Re: JPM tax loss harvesting? =Cj
Yes
On Tuesday, May 20, 2014, Tazia Smith
<javascript:_e(%=B%7D,icvmli
);» wrote:
EFTA_R1_01762742
EFTA02584170
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 -553.72. Please let us know if you'd like to sell 7,250 s=ares.
Thank You,
Tazia
<=>Used with permission of Bloomberg Finance LP
Tazia Smith
Director l 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
This communication may contain confidential and/or privileged information.<=r> If you are not the intended
recipient (or have received this communication<=r> in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
please note=/font>
The information contained in this communication is
2
EFTA_R1_01762743
EFTA02584171
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
and may be unlawful. If you have received this
communication in error, please notify us immediately by
return e-mail or by e-mail to [email protected] <javascript:_e(%7B%7D,Ic=mr/[email protected]);>
= and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
This communication may contain confidential and/=r privileged information.
If you are not the intended recipient (or have received this communicationar> in error) please notify the sender
immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the<=r> material in this communication
is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
4)=A0 please note
The information contained in this communicati=n is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the a=dressee. It is the property of
JEE
Unauthorized use, disclosure or c=pying of this
communication or any part thereof is strictly prohibited<=r> and may be unlawful. If you have received this
communication in error, p=ease notify us immediately by
return e-mail or by e-mail to [email protected], =nd
destroy this communication and all copies thereof,
including all attachm=nts. copyright -all rights reserved
3
EFTA_R1_01762744
EFTA02584172
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