How to rename a fund?
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MichaelGG
Member ✭
Many funds have similar names, but clearly distinct symbols.
I have one such fund, and I want to change the symbol (and the name variant) from the beginning, i.e., from purchase date to present (2007 to 2019). Can I do that? How?
I have one such fund, and I want to change the symbol (and the name variant) from the beginning, i.e., from purchase date to present (2007 to 2019). Can I do that? How?
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Best Answers
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I spent a few hours on this synchronizing, and last step was to 'sell' the # of shares on these funds, and but the same # in the new fund (with NO money involved, just share numbers).
All three entities matched perfectly: Fund Manager #1, new Fund Manager #2, and my Quicken.)0 -
I am not clear on how your data was set up, what you wanted to do, or what you actually did. your reference to Fund Manager and sells and buys left me unclear.
But the simple way to change the name and ticker of a security and have it apply to all historical transactions is to edit the security details, and there change the name and change the ticker. What was shown as Fund1 with ticker FNDAX becomes Fund2 with ticker FNDBX. No record of Fund1 remains.5
Answers
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I spent a few hours on this synchronizing, and last step was to 'sell' the # of shares on these funds, and but the same # in the new fund (with NO money involved, just share numbers).
All three entities matched perfectly: Fund Manager #1, new Fund Manager #2, and my Quicken.)0 -
I am not clear on how your data was set up, what you wanted to do, or what you actually did. your reference to Fund Manager and sells and buys left me unclear.
But the simple way to change the name and ticker of a security and have it apply to all historical transactions is to edit the security details, and there change the name and change the ticker. What was shown as Fund1 with ticker FNDAX becomes Fund2 with ticker FNDBX. No record of Fund1 remains.5 -
q_lurker Thanks. I was unclear w/ the manager 1 & 2... My funds got transferred, and that part was probably superfluous. I solved the prob by selling shares in first fund and buying them in the second. Your method would likely be a good solution as well. Thanks for looking, thinking, and responding!0
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