Corporate Name Change


C

Caryl

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
 
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D

danbrown

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 beena mistake) 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
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.
 
Z

Zaidy036

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.
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.
 
C

Caryl

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.
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
 
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C

Caryl

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.
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.
 

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