2014 Estimated Capital Gains Announcement

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 support@lsaportfolios.com

This entry was posted in Uncategorized and tagged . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s