|
|
Enron Mail |
If we sell all of the following mutual funds in HM-E0030:
Munder Money Market Munder Net Net MFS Emerging Growth Pimco Growth Putman Voyager That should bring available cash for equities to: $190,000 We can open a new managed account with a Large Cap Value manager (NWQ) and fund it with $100,000 We can add $30,000 to HM-E0069 bringing the account balance to appx $103,000 and replace the manager with Newbridge (a different large cap growth) We can add the remaining $60,000 to HM-E0070 bringing the account balance to appx $154,000 and replace the manager with Fayez (a different core manager) After all the dust settles the accounts should look like: Fayez (Core S&P) $154,000 43% Newbridge (Large Cap Growth) $103,000 29% NWQ (Large Cap Value) $100,000 28% We will drop the documents of at the front desk on Wednesday. Regards, David L. Shine Vice President-Investments UBS PaineWebber 1111 Bagby, Suite 5100 Houston, Texas 77002 (713) 654-0396 Direct (800) 553-3119 Toll Free (713) 654-4723 Fax <<...OLE_Obj...<< ****************************************************** Notice Regarding Entry of Orders and Instructions: Please do not transmit orders and/or instructions regarding your UBSPaineWebber account(s) by e-mail. Orders and/or instructions transmitted by e-mail will not be accepted by UBSPaineWebber and UBSPaineWebber will not be responsible for carrying out such orders and/or instructions. Notice Regarding Privacy and Confidentiality: UBSPaineWebber reserves the right to monitor and review the content of all e-mail communications sent and/or received by its employees.
|