Legacy Advisors, LLC Closed Holding Positions

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CLR
Continental Resources, Inc

Energy
Q3 2019 Filed on Oct 10, 2019
1,000
$28.08 - $42.43 $28.1K - $42.4K
CUBI
Customers Bancorp, Inc.

Financial Services
Q2 2019 Filed on Jul 15, 2019
188,808
$18.62 - $23.01 $3.52M - $4.34M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2019 Filed on Jul 15, 2019
66,027
$22.6 - $23.01 $1.49M - $1.52M
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2019 Filed on Jul 15, 2019
34,159
N/A
Spdr S&P Oil & Gas Exploration & Production ETF
Q2 2019 Filed on Jul 15, 2019
7,250
N/A
SWN
Southwestern Energy CO

Energy
Q2 2019 Filed on Jul 15, 2019
10,500
$3.03 - $4.82 $31.8K - $50.6K
Dowdupont Inc Com
Q2 2019 Filed on Jul 15, 2019
21,972
N/A
Ihs Markit LTD Shs
Q4 2018 Filed on Jan 14, 2019
52
N/A
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2018 Filed on Jan 14, 2019
263
$12.2 - $15.54 $3.21K - $4.09K
GPI
Group 1 Automotive Inc

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
14
$49.33 - $64.74 $691 - $906
EQNR
Equinor Asa

Energy
Q4 2018 Filed on Jan 14, 2019
560
$20.15 - $28.41 $11.3K - $15.9K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q4 2018 Filed on Jan 14, 2019
87
$13.69 - $20.33 $1.19K - $1.77K
XYL
Xylem Inc.

Industrials
Q4 2018 Filed on Jan 14, 2019
111
$61.38 - $80.64 $6.81K - $8.95K
FWONK
Liberty Media Corp

Communication Services
Q4 2018 Filed on Jan 14, 2019
149
$27.79 - $36.99 $4.14K - $5.51K
Enbridge Energy Partners L P Com
Q4 2018 Filed on Jan 14, 2019
5,000
N/A
PII
Polaris Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
76
$72.34 - $101.62 $5.5K - $7.72K
SYF
Synchrony Financial

Financial Services
Q4 2018 Filed on Jan 14, 2019
20
$22.17 - $31.78 $443 - $636
Colony Cap Inc New Cl A Com
Q4 2018 Filed on Jan 14, 2019
621
N/A
LNG
Cheniere Energy, Inc.

Energy
Q4 2018 Filed on Jan 14, 2019
73
$55.3 - $70.22 $4.04K - $5.13K
SXT
Sensient Technologies Corp

Basic Materials
Q4 2018 Filed on Jan 14, 2019
169
$52.81 - $77.82 $8.92K - $13.2K
Thomson Reuters Corp Com
Q4 2018 Filed on Jan 14, 2019
150
N/A
TD
Toronto Dominion Bank

Financial Services
Q4 2018 Filed on Jan 14, 2019
20
$48.31 - $61.15 $966 - $1.22K
UBS
Ubs Group Ag

Financial Services
Q4 2018 Filed on Jan 14, 2019
54,660
$11.81 - $15.57 $646K - $851K
Energy Transfer Partners LP Unit LTD Prt Int
Q4 2018 Filed on Jan 14, 2019
500
N/A
Western Asset Mtg Cap Corp Com
Q4 2018 Filed on Jan 14, 2019
2,962
N/A
Antero Midstream Gp LP Com Shs Repstg
Q4 2018 Filed on Jan 14, 2019
2,500
N/A
FSZ
First Trust Switzerland Alphad

ETFs
Q4 2018 Filed on Jan 14, 2019
9,327
$42.24 - $50.86 $394K - $474K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
1,230
$69.78 - $90.81 $85.8K - $112K
CARG
Car Gurus, Inc.

Communication Services
Q4 2018 Filed on Jan 14, 2019
91
$30.81 - $54.7 $2.8K - $4.98K
KMX
Carmax Inc

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
39
$56.72 - $73.69 $2.21K - $2.87K
BXP
Boston Properties Inc

Real Estate
Q4 2018 Filed on Jan 14, 2019
58
$109.09 - $132.48 $6.33K - $7.68K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
110
$9.85 - $13.41 $1.08K - $1.48K
Twenty First Centy Fox Inc Cl B
Q4 2018 Filed on Jan 14, 2019
85
N/A
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Jan 14, 2019
576
$21.1 - $31.98 $12.2K - $18.4K
EOG
Eog Resources Inc

Energy
Q4 2018 Filed on Jan 14, 2019
250
$82.86 - $132.35 $20.7K - $33.1K
L3 Technologies Inc Com
Q4 2018 Filed on Jan 14, 2019
167
N/A
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Jan 14, 2019
3,435
$22.11 - $28.19 $75.9K - $96.8K
ENB
Enbridge Inc

Energy
Q4 2018 Filed on Jan 14, 2019
3,564
$29.22 - $33.9 $104K - $121K
SNA
Snap On Inc

Industrials
Q4 2018 Filed on Jan 14, 2019
691
$136.13 - $185.54 $94.1K - $128K
CLX
Clorox CO

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
1,000
$142.18 - $166.36 $142K - $166K
Praxair Inc Com
Q4 2018 Filed on Jan 14, 2019
1,573
N/A
Shire PLC Sponsored Adr
Q4 2018 Filed on Jan 14, 2019
74
N/A
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Jan 14, 2019
15,390
$47.66 - $58.81 $733K - $905K
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Jan 14, 2019
4
$22.86 - $33.57 $91.4 - $134
Golar Lng Partners LP Com Unit Lpi
Q4 2018 Filed on Jan 14, 2019
3,000
N/A
GLNG
Golar Lng LTD

Energy
Q4 2018 Filed on Jan 14, 2019
2,000
$21.36 - $29.72 $42.7K - $59.4K
CAPL
Cross America Partners LP

Energy
Q4 2018 Filed on Jan 14, 2019
1,395
$13.26 - $18.35 $18.5K - $25.6K
AEE
Ameren Corp

Utilities
Q4 2018 Filed on Jan 14, 2019
117
$63.24 - $70.71 $7.4K - $8.27K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
270
$60.08 - $85.13 $16.2K - $23K
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