Re: Transfer of funds

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Transfer of funds posted by Jim on November 03, 2003 at 08:03:54:

: I have B shares of Oppenheimer funds. After 6 years they transfer to A shares.
: How do I record this.

Hi Jim,

Does anything happen besides the name/symbol of the investment changes?
Like, do you get more shares, fewer shares, or anything? If it is just a name
change, you can just go into Investment Properties... and just change
the name/symbol.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

Replies: