How many shares at what share price

Assignment Help Financial Management

Reference no: EM131551349

Select one (1) U.S. based, publicly held company that has a large shareholder population. (Examples: Procter and Gamble, Exxon Mobile, Home Depot, Walgreens, ConAgra, Union Pacific Railroad, Wells Fargo, Berkshire Hathaway, etc.). You may wish to go to the Wall Street Journal, Barrons, and/or any other investment newspaper, broker website, or internet source for concrete information and visual examples. If you work for a publicly traded company, you may want to choose that company. Most companies have an internet site.

Assume that you invested $10,000 in this company on January 1 of this year, or at some point at least 6 months prior to now.

Respond to all of the following items by number.

1. What stock did you purchase, how many shares at what share price, and at what total cost? Get as close to $10,000 as you can without fractional shares.

2. How many shares do you hold at this point in time, at what share price, and at what total value?

3. How did you buy shares? A broker (full service or discount), through your 401(k) plan, through your IRA or Roth IRA? (If a commission was paid, please add the commission to your purchase cost)

4. Did you receive any dividends during your holding period? If so, please add those to your current value.

5. Describe the paper profit or loss from your investment at this point in time.

6. Are you required to pay taxes on your investment or dividends? If so, please describe.

7. Please describe what you have learned about investing in the stock of publicly traded companies.

Reference no: EM131551349

Questions Cloud

What is the primary insurance amount for social security : What is the Primary Insurance Amount for Social Security? How is it calculated for the 2017 benefit year?

What was company enterprise value-assuming no excess cash : What percentage of the equity did the two founders each own? How much was it worth? What was the company’s enterprise value, assuming no excess cash?

What was the company equity market value : After the January 2014 IPO, what was the company’s equity market value? How much of the equity did each founder own (in $ and as a % of the total)?

What is financial break-even point : what is the financial break-even point?

How many shares at what share price : What stock did you purchase, how many shares at what share price, and at what total cost? Get as close to $10,000 as you can without fractional shares.

What are the benefits to the employer : What are the benefits to the employer and to the employee? Disadvantages?

What is the yield to maturity and yield to call on bond : What is the yield to maturity and yield to call on this bond?

Why is the current yield less than the yield to maturity : What is the current yield on the bond? What is the yield to maturity on the bond? Why is the current yield less than the yield to maturity?

Growth option-decision-tree analysis : Fethe's Funny Hats is considering selling trademarked, orange-haired curly wigs for University of Tennessee football games.

User Account

All Pages