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viking86

07/09/14 10:51 AM

#8031 RE: vjb2 #8026

my understanding is you can transfer either cash or stock (full or partial position) or both. But sometimes your initial cost basis gets lost when a position is transferred. I had such an experience recently.
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streamingeagle88

07/09/14 11:06 AM

#8034 RE: vjb2 #8026

No need to cash out. Securities and basis are unaltered.