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Tax basis in PCI & PKO is carried over to new PDI received in the merger. Any loss in new PDI can be triggered at anytime, subject to wash sale rule.Today is the merger day, December 10. Tax-loss sellers have only today to do any tax-loss harvesting for PCI, PKO.
PDI is trading flat in the morning, https://stockcharts.com/h-sc/ui?s=PDI&p=D&b=5&g=0&id=p90672583672
Two good points @catch22. But...My expectation for MFO members is that alternative funds are not necessarily a bright spot for money over the years. AND if one doesn't hold at least 10% of a portfolio in an alternative fund, any gain or loss is noise; and of little benefit to the portfolio.

Upon my search of MFO site, I am surprised to learn only four posters (incl @carew388 & MikeM2) indicated owning this fund. I would have thought it would have a wider ownership among MFO posters.
I own it. Happy.
Being curious, the below chart; starting at inception of JHQAX:As an aside, its performance from inception (2014) until the beginning of Covid is about the same (more or less) as a good high yield fund but bond funds had falling rates as a tail wind - may be not a fair comparison.
My expectation for MFO members is that alternative funds are not necessarily a bright spot for money over the years. AND if one doesn't hold at least 10% of a portfolio in an alternative fund, any gain or loss is noise; and of little benefit to the portfolio.Upon my search of MFO site, I am surprised to learn only three posters (incl @carew388) indicated owning this fund. I would have thought it would have a wider ownership among MFO posters.
TD Ameritrade 180 days, Merrill 90 days, Vanguard 60 days, etc. There are more brokerages than we all care to count and they all will have their own rules and those rules and pricing change too.Fido NTF has 60 days holding, Schwab NTF 90 days. If you sell before, you will charged TF.
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