So mom has passed and the person managing her fiances had stocks and had sold covered calls. I believe the calls have a loss (but total knob on calls). How should the positions be transferred to the 4 beneficiaries? Here are the current positions.
| Symbol | Description | Quantity | Last Price | Current Value | Total Gain/Loss Dollar | Total Gain/Loss Percent | Cost Basis Per Share | Cost Basis Total |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2800 | $141.46 | $396,088.00 | $181,128.10 | 84.26% | $76.77 | $214,959.90 |
| -AAPL170421C135 | CALL (AAPL) APPLE INC APR 21 17 $135 (100 SHS) | -20 | $7.10 | ($14,200.00) | ($10,910.26) | -331.65% | $1.64 | $3,289.74 |
| QQQ | POWERSHARES QQQ TR UNIT SER 1 | 6000 | $131.81 | $790,860.00 | $152,593.45 | 23.91% | $106.38 | $638,266.55 |
| -QQQ170630C116 | CALL (QQQ) POWERSHARES QQQ TR JUN 30 17 $116 (100 SHS) | -60 | $16.70 | ($100,200.00) | ($3,648.65) | -3.78% | $16.09 | $96,551.35 |
Submitted March 20, 2017 at 09:56PM by ruralcricket http://ift.tt/2nY5USz
