|June 1, 2018||
Wyndham Destinations, Inc. (WYND), formerly Wyndham Worldwide Corp, completed a one-to-one spinoff of Wyndham Hotels & Resorts (WH). This spinoff will most likely be completed by Monday, 6/4. In the meantime, account balances of some NorthCoast client accounts may appear lower until the new shares of WH hit the accounts. Once they do, account balances will be corrected and accurate.
For further information please click HERE and, as always, please feel free to contact our team.
|June 1, 2014||
NorthCoast has evolved as a result of investor demand and expanded its separate account offerings and now offers a tax-efficient tactical equity portfolio.
• Majority of gains are long-term vs. short-term -- with a target of 80% long-term / 20% short-term
• Management increases holding periods and reduces profit taking trades to lower strategy turnover
• Year-end tax harvesting implemented in attempt to off-set gains
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