Cannot get historical prices for some preferreds

Ben12

Here are the symbols
PSA.I, BAC.N, JPM.N, ALL.H

q_lurker

First, tickers for preferred stocks are not standardized across various data suppliers.  I suspect what you identify as PSA.I is Public Storage Preferred Class I.  That is known through Yahoo Finance as PSA-PI and from Quicken's regular supplier as PSA-I.  Use of a dash rather than a period within Quicken generally appears more common, but it remains a bit of a trial and error process.

Now secondly, even with that ticker in Quicken, I only get the most recent 5 days of quotes.  That suggests that their regular supplier is using that ticker, but their historical supplier either a) may be using a different ticker, or b) is not supplying those historical quotes.  I note for example that Yahoo Finance does not provide historical quotes for that preferred either.  I don't know of an effective way to address the 'case a' situation.  

If you do find a data source with those historical data, you may be able to download the data and import the prices into Quicken as a csv file import.

I made no effort at this time to check out the other preferred stocks you cited.    

q_lurker

Historical quotes come from a second data supplier - One source for current (5-day) data, second source for 30-day to 5-year data; both dependent on ticker symbol and the Download Quotes or Download Historical Quotes options.  It is that second source that seems to lack all the preferred stock history - not just for your cited preferreds.  I've seen them lacking for other preferreds as well.  

Quicken_Natalie

Hello @Ben12,

Thank you for providing the details of this issue to the Community, although I apologize you have not yet received a response.

The Community may need a bit more information to be able to assist further. Please take a moment to review the information available here and post back to let us know what version/release of Quicken you're using.

The more information you can provide regarding this issue will help the Community to better understand and assist.

Thank you,

Quicken Natalie 

Ben12

Quicken 2020 Quicken Premier R23.21 Build 27.123.21
Windows 10 Pro 64-Bit Version 1909Build 18363.535 taken from winver.
USA Quicken program

I download 100's of other investments everyday with no problem

q_lurker

First, tickers for preferred stocks are not standardized across various data suppliers.  I suspect what you identify as PSA.I is Public Storage Preferred Class I.  That is known through Yahoo Finance as PSA-PI and from Quicken's regular supplier as PSA-I.  Use of a dash rather than a period within Quicken generally appears more common, but it remains a bit of a trial and error process.

Now secondly, even with that ticker in Quicken, I only get the most recent 5 days of quotes.  That suggests that their regular supplier is using that ticker, but their historical supplier either a) may be using a different ticker, or b) is not supplying those historical quotes.  I note for example that Yahoo Finance does not provide historical quotes for that preferred either.  I don't know of an effective way to address the 'case a' situation.  

If you do find a data source with those historical data, you may be able to download the data and import the prices into Quicken as a csv file import.

I made no effort at this time to check out the other preferred stocks you cited.    

Ben12

Thanks, I learned something about preferreds. I can get quotes everyday from the symbols I listed. I do not get any quotes for times earlier than I bought them. When I use the procedure you suggest for these symbols on my watch list I still very few quotes.

q_lurker

To be clear, downloaded quotes come from two sources - your financial institution and Quicken's servers.

The quotes from your financial institution would typically be for any day your download transactions and your FI reports your holdings.  That report of holdings could be for that specific date or for the day before, depending on their procedures.  The quote would come to your version of the Quicken security based on your matching of a security to the online security.  The ticker for the Quicken security does not matter for that association.  

Quotes from Quicken's servers (what I referred to above as their regular supplier) are based solely on the ticker symbol (in addition the security must be checked as requesting downloads and either owned or on your Watch List).  That service for 'real-time' quotes typically provides quotes for the last 5 days.  

So if your Quicken security has the ticker PSA.I, the quotes can only come from your FI.  If the ticker is PSA-I, you could be getting quotes from your FI (values for one day) and from Quicken's sources (values for 5 days).

  

Ben12

Thanks for the clarification and information. Where do the historical quotes come from that go back years?

q_lurker

Historical quotes come from a second data supplier - One source for current (5-day) data, second source for 30-day to 5-year data; both dependent on ticker symbol and the Download Quotes or Download Historical Quotes options.  It is that second source that seems to lack all the preferred stock history - not just for your cited preferreds.  I've seen them lacking for other preferreds as well.  

Ben12

Thank you! You get a 5 star rating from me.