Corporate Name Change

Discussion in 'Quicken' started by Caryl, Nov 20, 2014.

  1. Caryl

    Caryl Guest

    On October 27 Susser Petroleum Partners (SUSP) changed to Sunoco Logistics Partners (SUN). When I updated my portfolio that day, there was an entry for Shares Removed from Account (Susser) and Shares Added to Account (Sunoco), all with a price of 0. I deleted these two items (which might have been amistake) and tried to add the new name with a Corporate Name Change. I then got the message "Security Name already in use. Please enter a new name."

    Susser still shows in one of my accounts. However, when I roll the mouse over the name in portfolio view I see the Sunoco LP name and symbol and it updates that stock price.

    How can I change the name Susser to Sunoco?

    Thank you.
    Caryl
     
    Caryl, Nov 20, 2014
    #1
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  2. Caryl

    danbrown Guest

    I just checked the symbols at Fidelity. They show the proper symbol for Sunoco Logistics as SXL, and Sunoco as SUN. Might want to dbl-check your info.
     
    danbrown, Nov 20, 2014
    #2
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  3. Caryl

    Zaidy036 Guest

    Also Corp Name Change changes ALL entries from the old to new info but I
    think keeps the same symbol. If you want info from past time every thing
    has changed. I think transfer from old to new is better and learer what
    has happened. Place a memo into remove and add transaction to show what
    was done.
     
    Zaidy036, Nov 20, 2014
    #3
  4. Caryl

    Caryl Guest

    You are right. I looked at our last Fidelity statement and, of course, it is actually Sunoco LP with the symbol of SUN. I do not know where I got the incorect name. Of course, once I entered the correct name in the Corporate Name Change it worked perfectly. Thanks so much for your help
     
    Caryl, Nov 21, 2014
    #4
  5. Caryl

    Caryl Guest

    Thank you for your comments. When I did the Corporate Name Change correctlyit changed the symbol as well as the name and added a reminder in the register indicating what had been done.
     
    Caryl, Nov 21, 2014
    #5
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