On July 24, 2015,A ATT (T) completed a purchase of DirectTV (DTV).A If your investment club owned DTV,A you received T stock plus some cash for your DTV shares. This type of buyout is called "non-taxable", because you don't owe gain on the difference between ...
David Sacks 7/22 I see you mentioned that your club has their brokerage account with Scottrade. May I ask what kind of monthly fee your club pays to Scottrade? Bill
If you owned shares in CTRX as of July 23,A you will find they are now gone from your brokerage account. Catamaran was purchased by Optum for $61.50 per share.A You can read the details here: Optum Purchase of CTRX In your bivio records, this ...
Good Morning Everyone, Our Ticker Research pages: Ticker Research Pages have been very popular with club members looking for a single source of links to information about their investments. We're proud to announce that to make them even more helpful, we've now integrated links to ...
Not without additional info manually entered. Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Deep Shikha <dshikha@stkate.edu> Date:07/23/2015 6:06 PM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: [club_cafe] Inv. question I am sure it has been discussed before, but I was ...
I came across this wonderful article by Jason Zweig of the Wall Street Journal and thought I would share it. Really thought provoking. http://blogs.wsj.com/totalreturn/2012/01/27/can-you-sum-up-your-investing-philosophy-in-10-words/ I especially like the one from Chris Davis, but he missed the BI principals: Invest regularly, re-invest earnings, invest in growth ...
Hi, Our club owns 100 shares of eBay (and now, 100 shares of Paypal). It seems that the spinoff transaction did not get imported from our brokerage account (at Scottrade). So, how do I enter the spinoff manually? Thanks!
Hello all- I'm in the process of setting up our club and we are trying to set up our operating procedures. We used the Bivio boilerplate operating agreement, with just a few small tweaks, and I'd like to do the same for our operating procedures. ...
Our club was thinking of buying the etf, XLF. Does anyone know if this poses an accounting problem in Bivio or any tax complications. Geetha Bala Luckshmy Investment Club.
thanks, I'm sure I'll be back with my tail between my legs soon enough J. Michael Banks, CPA Tax Consultant Culp Elliott & Carpenter, PLLC 4401 Barclay Downs Drive, Suite 200 Charlotte, NC 28209 Telephone: (704)372-6322 Direct Dial: (704)973-5329 Fax: (704)551-5700 jmb@ceclaw.com IRS CIRCULAR 230 ...
Our club's broker account is with TDAmeritrade. We use a Bivio NAV on the last day of the month for our official valuation because it usually matches our month-end brokerage statement. I have found that in the case of one of our holdings, LKQ, TDAmeritrade ...
Thank you to everyone who participated in our Facebook contest.A It was a lot of fun hearing your stories and seeing your pictures. The winner of the free subscription (by a nose) was the University Club Womens Investment Club from Toledo Ohio! Congratulations to them ...
Two of our stocks underwent reorganization this past month. Monster Beverage has traded products with Coco-cola and Actavis is now Allergan (started out as Watson!). Both seem to have traded stock with no commission charged so far. Monster listed this as a 1:1 exchange, Actavis ...