Legacy Advisors, LLC Closed Holding Positions

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WRLD
World Acceptance Corp

Financial Services
Q1 2018 Filed on Apr 17, 2018
5,901
$81.83 - $118.9 $483K - $702K
Powershares National Amt Free Municipal Bond Portfolio
Q1 2018 Filed on Apr 17, 2018
885
N/A
RMR
Rmr Group Inc.

Real Estate
Q1 2018 Filed on Apr 17, 2018
9
$56.1 - $72.45 $505 - $652
SF
Stifel Financial Corp

Financial Services
Q1 2018 Filed on Apr 17, 2018
67
$37.83 - $45.31 $2.53K - $3.04K
Senior Hsg Pptys Tr Sh Ben Int
Q1 2018 Filed on Apr 17, 2018
900
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2018 Filed on Apr 17, 2018
160
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2018 Filed on Apr 17, 2018
450
N/A
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2018 Filed on Apr 17, 2018
115
N/A
Tailored Brands Inc Com
Q1 2018 Filed on Apr 17, 2018
97
N/A
Powershares Dwa Momentum Portfolio
Q1 2018 Filed on Apr 17, 2018
530
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2017 Filed on Jan 26, 2018
8
$54.97 - $63.63 $440 - $509
Pinnacle Foods Inc
Q4 2017 Filed on Jan 26, 2018
38
N/A
Broadcom LTD
Q4 2017 Filed on Jan 26, 2018
79
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2017 Filed on Jan 26, 2018
22
$43.96 - $48.71 $967 - $1.07K
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2017 Filed on Jan 26, 2018
19
$50.56 - $57.82 $961 - $1.1K
XRAY
Dentsply Sirona Inc.

Healthcare
Q4 2017 Filed on Jan 26, 2018
46
$55.65 - $68.58 $2.56K - $3.15K
CCK
Crown Holdings Inc

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
27
$55.84 - $60.91 $1.51K - $1.64K
HLX
Helix Energy Solutions Group Inc

Energy
Q4 2017 Filed on Jan 26, 2018
10,000
$6.35 - $7.9 $63.5K - $79K
GLW
Corning Inc

Technology
Q4 2017 Filed on Jan 26, 2018
287
$29.67 - $32.64 $8.52K - $9.37K
DTE
Dte Energy CO

Utilities
Q4 2017 Filed on Jan 26, 2018
15
$90.72 - $98.71 $1.36K - $1.48K
Monsanto CO
Q4 2017 Filed on Jan 26, 2018
32
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
41
$249.04 - $284.82 $10.2K - $11.7K
Chicago Bridge & Iron CO Nv
Q4 2017 Filed on Jan 26, 2018
300
N/A
HAL
Halliburton CO

Energy
Q4 2017 Filed on Jan 26, 2018
256
$41.02 - $48.87 $10.5K - $12.5K
Ca Inc
Q4 2017 Filed on Jan 26, 2018
183
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
64
$88.43 - $123.03 $5.66K - $7.87K
Cbs Corp
Q4 2017 Filed on Jan 26, 2018
81
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
30
$117.32 - $153.4 $3.52K - $4.6K
MRO
Marathon Oil Corp

Energy
Q4 2017 Filed on Jan 26, 2018
486
$13.48 - $17.26 $6.55K - $8.39K
INGR
Ingredion Inc

Consumer Defensive
Q4 2017 Filed on Jan 26, 2018
12
$121.91 - $141.71 $1.46K - $1.7K
EQR
Equity Residential

Real Estate
Q4 2017 Filed on Jan 26, 2018
86
$63.39 - $70.37 $5.45K - $6.05K
Anadarko Petroleum Corp
Q4 2017 Filed on Jan 26, 2018
1,000
N/A
EIX
Edison International

Utilities
Q4 2017 Filed on Jan 26, 2018
75
$63.24 - $82.64 $4.74K - $6.2K
DGX
Quest Diagnostics Inc

Healthcare
Q4 2017 Filed on Jan 26, 2018
59
$90.86 - $100.24 $5.36K - $5.91K
Inventure Foods Inc
Q4 2017 Filed on Jan 26, 2018
15,000
N/A
ZION
Zions Bancorporation, National Association

Financial Services
Q4 2017 Filed on Jan 26, 2018
50
$43.93 - $51.74 $2.2K - $2.59K
Alexion Pharmaceuticals Inc
Q4 2017 Filed on Jan 26, 2018
58
N/A
Concho Resources Inc
Q4 2017 Filed on Jan 26, 2018
78
N/A
JCI
Johnson Controls International PLC

Industrials
Q4 2017 Filed on Jan 26, 2018
107
$35.73 - $42.41 $3.82K - $4.54K
Wpx Energy Inc
Q4 2017 Filed on Jan 26, 2018
2,500
N/A
ADNT
Adient PLC

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
2
$74.27 - $85.93 $149 - $172
TTI
Tetra Technologies Inc

Energy
Q4 2017 Filed on Jan 26, 2018
8,000
$2.63 - $4.4 $21K - $35.2K
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2017 Filed on Jan 26, 2018
90
$48.05 - $51.66 $4.32K - $4.65K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2017 Filed on Jan 26, 2018
139
$38.96 - $44.0 $5.42K - $6.12K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2017 Filed on Jan 26, 2018
86
$70.04 - $83.62 $6.02K - $7.19K
BCE
Bce Inc

Communication Services
Q4 2017 Filed on Jan 26, 2018
308
$46.16 - $48.91 $14.2K - $15.1K
Rockwell Collins Inc
Q4 2017 Filed on Jan 26, 2018
34
N/A
VMW
Vmware, Inc.

Technology
Q4 2017 Filed on Jan 26, 2018
25
$110.15 - $128.89 $2.75K - $3.22K
Twenty First Century Fox Inc
Q4 2017 Filed on Jan 26, 2018
99
N/A
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email