I just noticed on my Moneytree App that my NISA balance had taken a drop. Checking it out further I see that the 1582 iシェアーズ エマージング株ETF-JDR is now de-listed. The amount I have is showing up on the app but not being added to my total. It does show up when I go to my portfolio the SBI webpage.
However, on that webpage I can no longer access the fund, that is, I don't have the option to sell. I realize that the NISA can't be re-balanced and that I shouldn't be selling anyways, but what are my options here? Do I just hold the amount I have for the next 5 years?
Any input would be appreciated.
Delisted fund, NISA options?
-
- Regular
- Posts: 35
- Joined: Tue Oct 24, 2017 1:19 pm
Re: Delisted fund, NISA options?
I am in the same situation, I think. It is no longer showing up inside my SBI NISA. I do see it listed with the number of my shares, outside my NISA, but with no overall value listed.
When a stock is delisted, my experience is that your shares are exchanged for the value on the delisted day if you didn't sell beforehand. I am assuming we are just waiting for the settlement to go through. It is a big bummer that we lose out on that NISA portion and can't trade it for something else. Just unlucky.
I am thinking of buying 1681 上場MSエマ in its place to get back into emerging markets. But of course we have to use up our new 2018 NISA allocation.
When a stock is delisted, my experience is that your shares are exchanged for the value on the delisted day if you didn't sell beforehand. I am assuming we are just waiting for the settlement to go through. It is a big bummer that we lose out on that NISA portion and can't trade it for something else. Just unlucky.
I am thinking of buying 1681 上場MSエマ in its place to get back into emerging markets. But of course we have to use up our new 2018 NISA allocation.
-
- Probation (posts moderated and no PMs)
- Posts: 3
- Joined: Thu Aug 03, 2017 10:50 pm
Re: Delisted fund, NISA options?
The last trading day was Friday, January 19th.
If you didn't sell, you will receive the the money sometime in March.
If you didn't sell, you will receive the the money sometime in March.
Re: Delisted fund, NISA options?
Thanks for that info.
Can I then use that money to buy something else without it counting against my NISA allowance for this year?
Can I then use that money to buy something else without it counting against my NISA allowance for this year?
-
- Probation (posts moderated and no PMs)
- Posts: 3
- Joined: Thu Aug 03, 2017 10:50 pm
Re: Delisted fund, NISA options?
No, it will count towards this years allowance.