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Washington H. Soul Pattinson and Co. Limited (SOL )/Milton Corporation Limited (MLT) Merger - October 2021

To account for this merger in the Stock Doctor Portfolio Manager, see instructions below:

  1. Navigate to the 'Portfolio Director'  
  2. Click on the portfolio containing MLT.
  3. Under 'Securities Held',
  4. Click on MLT. This will take you to the MLT securities screen.
  5. Under 'Trades and Adjustments'
  6. Click on the down arrow next to ‘Other Transactions
  7. Select ‘New Reconstruction’.
  8. In the new dialogue window that opens, enter the following information under the General tab:
  • Date: 06/10/2021
    Under ‘New Holding for which rollover relief applies area’
    Code: SOL
    Quantity: Enter the (Number of shares in MLT x 0.1863).  

Ensure to check your statement to determine the exact number of shares as rounding up/down could affect your total SOL holdings. 

  • Cost base rolled over (%)100

10. Click Save

You have now accounted for the merger between MLT and SOL .