Modifying Investment Summary

An earlier post by someone else on the same topic got no replies. Let's try
again!
Money 2006, Windows XP Home
I have an investment account under the name of the company (AGF). At one
time, I had two different mutual funds under this account. One fund has since
been sold, and the other is still active. On the Investment Summary on my
home page, both funds still appear. I want to get rid of the fund I no longer
own.
Before anyone asks, I have indicated under "Investment Transactions" that
the one fund has been sold, and the balance shown for this fund is zero. So I
have no money invested in this fund, but it keeps appearing in "Investment
Summary".
What do I (and Sid, the earlier poster) need to do so that this fund no
longer appears in
"Investment Summary"?

Allan
Thu May 18 12:26:02 CDT 2006

I'm going to reply to my own post!
I did more research and came across this article:
http://money.mvps.org/faq/article/250.aspx
Point #4 is the one that worked. Under Portfolio Manager click on More, then
choose Clear Historical Quotes, then click on Clear Quotes. This removed the
unwanted fund from my Investment Summary.

"Allan" wrote:

> An earlier post by someone else on the same topic got no replies. Let's try
> again!
> Money 2006, Windows XP Home
> I have an investment account under the name of the company (AGF). At one
> time, I had two different mutual funds under this account. One fund has since
> been sold, and the other is still active. On the Investment Summary on my
> home page, both funds still appear. I want to get rid of the fund I no longer
> own.
> Before anyone asks, I have indicated under "Investment Transactions" that
> the one fund has been sold, and the balance shown for this fund is zero. So I
> have no money invested in this fund, but it keeps appearing in "Investment
> Summary".
> What do I (and Sid, the earlier poster) need to do so that this fund no
> longer appears in
> "Investment Summary"?

Sid
Sat May 27 20:53:56 CDT 2006

Well, this didn't work for me. Maybe because the investments I want to
remove are from closed accounts. I don't see any other difference.

Sid

"Allan" <Allan@discussions.microsoft.com> wrote in message
news:6E3F0DF6-F038-46FC-9425-94277318F664@microsoft.com...
> I'm going to reply to my own post!
> I did more research and came across this article:
> http://money.mvps.org/faq/article/250.aspx
> Point #4 is the one that worked. Under Portfolio Manager click on More,
> then
> choose Clear Historical Quotes, then click on Clear Quotes. This removed
> the
> unwanted fund from my Investment Summary.
>