http://m.getsatisfaction.com/topics/7816198 Partial Mutual Fund Conversion 2018-11-11T03:42:03Z 2018-11-10T15:15:59Z 7816198 http://m.getsatisfaction.com/topics/7816198 7816198 Partial Mutual Fund Conversion 2018-11-11T03:42:03Z 2018-11-10T15:15:59Z Scott M http://m.getsatisfaction.com/people/8563291 https://www.gravatar.com/avatar/b8105b14a3d9485972e480bd4865cfa1?d=identicon&s=55&r=PG wscottmosley How do I do a share class transfer of a partial number of shares of a mutual find? And as part of that transfer, I need to be able to specify FIFO for the shares that transfer. This is how the mutual fund company did it -- they transfered only shres held for a certain number of years.&nbsp; question investing investing, windows pending 3 4 1 comment http://m.getsatisfaction.com/topics/7816198/replies/19851231 http://m.getsatisfaction.com/topics/7816198 19851231 Quicken Harold responded to "Partial Mutual Fund Conversion" 2018-11-10T15:24:16Z 2018-11-10T15:24:16Z Quicken Harold http://m.getsatisfaction.com/people/9419664 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11208731/ScreenShot2018-01-09at7.04.25AM_medium.png quicken_harold Hello Scott. Appreciate your question.<br /><br />More information is needed:&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet-rgnt77kgyytf?rfm=1&amp;topic_submit=true" rel="nofollow">https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...</a><br /><br />Thank you in advance.<br /><br />Respectfully,<br />~ Quicken Harold. 0 http://m.getsatisfaction.com/topics/7816198/replies/19851748 http://m.getsatisfaction.com/topics/7816198 19851748 Scott M responded to "Partial Mutual Fund Conversion" 2018-11-11T02:38:29Z 2018-11-11T02:38:29Z Scott M http://m.getsatisfaction.com/people/8563291 https://www.gravatar.com/avatar/b8105b14a3d9485972e480bd4865cfa1?d=identicon&s=55&r=PG wscottmosley Hi Hrold -- thanks for the reply. I have Quicken R 15.18 Build 27.1.15.18. I am pretty sure I installed it via download (I also paid for a Cd but it did not arrive). My desktop is Win 10 Home OS Build 17134.345. Hope that helps you help me. If you need any other info please let me know. 0 http://m.getsatisfaction.com/topics/7816198/replies/19851778 http://m.getsatisfaction.com/topics/7816198 19851778 q.lurker responded to "Partial Mutual Fund Conversion" 2018-11-11T03:42:03Z 2018-11-11T03:42:03Z q.lurker http://m.getsatisfaction.com/people/8342835 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875344/original_medium.png qlurker See this discussion:<br alt="" name="" rel="" target="" title="" type="" value="" /><a alt="" href="https://getsatisfaction.com/quickencommunity/topics/mutual-fund-conversion-from-class-b-to-class-a-quicken-2014" name="" rel="nofollow" target="" title="" type="" value="">https://getsatisfaction.com/quickencommunity/topics/mutual-fund-conversion-from-class-b-to-class-a-q...</a><br alt="" name="" rel="" target="" title="" type="" value="" /> 0