cef consolidation

[cah1942]

Mark; I own numerous CEF's and in the last month there have been 5 consolidations. One example; I owned JSN, and JSN and JPZ consolidated into BXMX. I received .97897104 shares of BXMX for every share of JSN that i owned. What do I do to refect that in Fund Manager? Chuck

[Mark]

Hi Chuck,

For that example, the easiest way to record it is with a split and a name change. Record a split with a ratio of <new_shares> for <old_shares>, and then change the investment's name/symbol in "Investment Properties...".