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Re: PFE and merger of WLA

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Posted by Mark on September 22, 2000 at 07:59:18:

In Reply to: PFE and merger of WLA posted by Ward Scull on September 21, 2000 at 15:05:48:

: I owned PFE and WLA. When WLA was merged with PFE how do I get all of the old WLA shs(now PFE) into the existing PFE account and integrate thje basis of the old WLA shs? Thanks Mark

Hi Ward,
There is no good way to get them into the same investment file, but you
can keep them as 2 PFE investments. Use a split transaction in your old WLA
investment to adjust your share balance to the correct new number of shares,
based upon the merger details. Then, change the name/symbol under
"Investment Properties...".
If you want to get all the transactions into one investment, you would
need to re-enter your WLA transactions into PFE at the split adjusted rate,
to account for the merger.

Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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