2014 Estimated Capital Gains
For your reference, we have compiled a fund list of the year-end capital gains distributions in our models.
If you are looking to trade client accounts around those distributions, we are in the process of identifying several potential substitutes/alternatives for incoming non-taxable account purchases between now and year-end.
Also, there are several initial estimates that have not yet been released, so we will forward this information as it comes in if meaningful, but we wanted to send out this preliminary information to you as soon as possible.
The Capital Gains report can be found online under “Portfolio Management” in all the mutual fund pages. If you need help finding them e-mail us at firstname.lastname@example.org.