August 4, 2015: Below, we have JDSU Communication to Lumentum Holdings, Inc (LITE) Spinoff & JDSU Communication to Viavi Solutions Inc (VIAV) Merger Portfolio Center instructions to help back office operations for advisors. Preparation: If you have posted through transactions from custodians to reconcile placeholders while waiting for … [Read more...]
Portfolio Center Instructions-SUSQ to BBT Merger
Below, we have Susquehanna Bancshares, Inc. (SUSQ) to BB&T Corporation (BBT) Portfolio Center merger instructions to help back office operations for advisors. Preparation: If you have posted through transactions from custodians to reconcile placeholders while waiting for information, make sure to un-post the following types of transactions … [Read more...]
eBay (EBAY) to Paypal (PYPL) Spinoff
Below, we have eBay to Paypal Portfolio Center spin off instructions to help back office operations for advisors. Preparation: If you have posted through transactions from custodians to reconcile placeholders while waiting for information, make sure to un-post the following types of transactions related to PYPL or EBAY: Schwab – Unpost and … [Read more...]
DD to CC Spinoff Instructions, Portfolio Center
On July 1st, 2015 DuPont (DD) announced that it has completed the spin-off of The Chemours Company (CC). Always defer to the Investor Information releases for any and all corporate action information or consult a tax advisor if there are questions regarding the cost basis. Here you will find the Press Release and here the FORM 8-K. We have … [Read more...]
GCI to TGNA Spinoff Instructions
On June 29, 2015 Gannett Co., Inc. (NYSE: GCI) completed a previously announced spin-off transaction, creating a new stand alone company, TEGNA Inc. (NYSE: TGNA). Always defer to the Investor Information releases for any and all corporate action information or consult a tax advisor if there are questions regarding the cost basis. We have outlined … [Read more...]
