Back	Home > Advisor Rebalancing > Data Dictionary > L > Definition: Legacy Positions

Definition: Legacy Positions

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

Sometimes called legacy holdings, these are positions that clients have within their accounts that don't necessarily fall within your ideal models for that client's account. For more information, see Legacy Positions.