Case File
efta-efta00811295DOJ Data Set 9Otheryou spoke last month about maybe taking profits in apple...
Date
Unknown
Source
DOJ Data Set 9
Reference
efta-efta00811295
Pages
1
Persons
0
Integrity
Extracted Text (OCR)
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you spoke last month about maybe taking profits in apple...
i do not yet have a draft of 2016 tax return however capital loss carry forwards at 12/31/2015
was approximately 35mm
projected capital gains for 2016 3mm and 2017 approximately 9mm so 23mm should remain
approx 9m 2017 capital gains includes the the sale of 100,000 apple at 143.50 (4.8mm gain)
Purchase
Quantity
Asset Description
Date
10/30/17
Cost
Value @ 166.53
Unrealized
Gain
Apple Inc
9/5/14
64,000
6,332,800
10,657,920
4,325,120
Apple Inc
1/11/16
250,000
24,750,006
41,632,500
16,882,494
314,000
31,082,806
52,290,420
21,207,614
EFTA00811295
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