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Level 3
posted Mar 6, 2020 3:06:18 PM

To calculate mutual fund average cost do I use only shares bought before the sale?

In 2019 I sold some of the shares of a mutual fund that I own, but now all the shares. I need to calculate the average cost per share.

 

Am I correct that I only use the total cost (from automatic reinvestments from dividends) for the period up to the date of the sale? And the divide that by the number of shares owned on that dae?

 

Or, instead, do I use, the total cost for the period up to the present day? And then divide by the number of shares owned at present?

 

(As this is a fund in which I owned shares for many years, it is not "covered", hence the broker does not provide the basis on 1099-B.)

0 3 504
3 Replies
Expert Alumni
Mar 6, 2020 3:20:40 PM

You would only consider the shares you had before the sale. You can't sell what you did not own.

Level 15
Mar 6, 2020 3:55:46 PM

are you saying you sold the rest in 2020 ? or in 2019.?

 

Level 3
Mar 6, 2020 6:00:12 PM

No...I sold some shares in 1981 (long ago reported), some in 2019 (the year at issue for reporting cost), and still own more shares.