I am trying to calculate the cost basis for a mutual fund held for 55 years by my wife and her ex-husband and nobody knows the amount of the original investment. Advice?

rarich96 · ‎June 4, 2019

I received all the annual reports for the fund investment back to 1972. However, the original investment was in 1969, made by my wife's ex-husband who is now deceased. Nobody knows the amount of the original investment. Neither the mutual fund company, Invesco, nor my wife's deceased husband or my wife has a record. The Invesco rep left a message on my phone with his best guess, so all I have is a voice mail.

bwa · ‎June 4, 2019

Try a Google search on the funds name. For example, a Google search on "General Electric stock prices" brings up the following page: https://www.google.com/search?q=General+Electric+Stock+Price&ie=utf-8&oe=utf-8&aq=t&rls=org.mozilla:...

Clicking on the yahoo stock prices (the second item) brings up this: http://finance.yahoo.com/q/hp?s=GE

Changing the start and stop dates to 12/21/2002 tells me the stock price on that date was a high of $26.00/share and a low of $25.95/per share.

maglib · ‎June 4, 2019

often the mutual fund can help you.... I had a mutual fund send me 20 years of data that I had to go through once.

**I don't work for TT. Just trying to help. All the best.
***Say "Thanks" by clicking the thumb icon in a post and that I solved your question
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I am trying to calculate the cost basis for a mutual fund held for 55 years by my wife and her ex-husband and nobody knows the amount of the original investment. Advice?