Legacy Advisors, LLC Closed Holding Positions

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Nutri Sys Inc New Com
Q4 2018 Filed on Jan 14, 2019
89
N/A
BKR
Baker Hughes CO

Energy
Q4 2018 Filed on Jan 14, 2019
48
$20.48 - $32.98 $983 - $1.58K
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
TD
Toronto Dominion Bank

Financial Services
Q4 2018 Filed on Jan 14, 2019
20
$48.31 - $61.15 $966 - $1.22K
Colony Cap Inc New Cl A Com
Q4 2018 Filed on Jan 14, 2019
621
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
BXP
Boston Properties Inc

Real Estate
Q4 2018 Filed on Jan 14, 2019
58
$109.09 - $132.48 $6.33K - $7.68K
UBS
Ubs Group Ag

Financial Services
Q4 2018 Filed on Jan 14, 2019
54,660
$11.81 - $15.57 $646K - $851K
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2018 Filed on Jan 14, 2019
263
$12.2 - $15.54 $3.21K - $4.09K
Enbridge Energy Partners L P Com
Q4 2018 Filed on Jan 14, 2019
5,000
N/A
FWONK
Liberty Media Corp

Communication Services
Q4 2018 Filed on Jan 14, 2019
149
$27.79 - $36.99 $4.14K - $5.51K
FSZ
First Trust Switzerland Alphad

ETFs
Q4 2018 Filed on Jan 14, 2019
9,327
$42.24 - $50.86 $394K - $474K
Ihs Markit LTD Shs
Q4 2018 Filed on Jan 14, 2019
52
N/A
LNG
Cheniere Energy, Inc.

Energy
Q4 2018 Filed on Jan 14, 2019
73
$55.3 - $70.22 $4.04K - $5.13K
Shire PLC Sponsored Adr
Q4 2018 Filed on Jan 14, 2019
74
N/A
Allergan PLC Shs
Q4 2018 Filed on Jan 14, 2019
54
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
83
$33.2 - $43.66 $2.76K - $3.62K
Golar Lng Partners LP Com Unit Lpi
Q4 2018 Filed on Jan 14, 2019
3,000
N/A
SNA
Snap On Inc

Industrials
Q4 2018 Filed on Jan 14, 2019
691
$136.13 - $185.54 $94.1K - $128K
GLNG
Golar Lng LTD

Energy
Q4 2018 Filed on Jan 14, 2019
2,000
$21.36 - $29.72 $42.7K - $59.4K
ENB
Enbridge Inc

Energy
Q4 2018 Filed on Jan 14, 2019
3,564
$29.22 - $33.9 $104K - $121K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
49
$65.43 - $87.61 $3.21K - $4.29K
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Jan 14, 2019
3,435
$22.11 - $28.19 $75.9K - $96.8K
L3 Technologies Inc Com
Q4 2018 Filed on Jan 14, 2019
167
N/A
Logmein Inc Com
Q4 2018 Filed on Jan 14, 2019
54
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
59
$113.26 - $161.64 $6.68K - $9.54K
CLX
Clorox CO

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
1,000
$142.18 - $166.36 $142K - $166K
Unilever N V N Y Shs New
Q4 2018 Filed on Jan 14, 2019
193
N/A
FRC
First Republic Bank

Financial Services
Q4 2018 Filed on Jan 14, 2019
60
$80.23 - $99.64 $4.81K - $5.98K
FSLR
First Solar, Inc.

Technology
Q4 2018 Filed on Jan 14, 2019
115
$36.92 - $49.23 $4.25K - $5.66K
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Jan 14, 2019
15,390
$47.66 - $58.81 $733K - $905K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q4 2018 Filed on Jan 14, 2019
443
$19.05 - $23.75 $8.44K - $10.5K
HXL
Hexcel Corp

Industrials
Q4 2018 Filed on Jan 14, 2019
108
$53.76 - $67.44 $5.81K - $7.28K
HMN
Horace Mann Educators Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
84
$35.81 - $43.93 $3.01K - $3.69K
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Jan 14, 2019
4
$22.86 - $33.57 $91.4 - $134
Barclays Bank PLC Adr Pfd Sr 5
Q4 2018 Filed on Jan 14, 2019
1,585
N/A
Bb&T Corp Com
Q4 2018 Filed on Jan 14, 2019
900
N/A
BIIB
Biogen Inc.

Healthcare
Q4 2018 Filed on Jan 14, 2019
24
$278.5 - $352.75 $6.68K - $8.47K
Praxair Inc Com
Q4 2018 Filed on Jan 14, 2019
1,573
N/A
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Jan 14, 2019
312
$19.84 - $25.88 $6.19K - $8.07K
CAPL
Cross America Partners LP

Energy
Q4 2018 Filed on Jan 14, 2019
1,395
$13.26 - $18.35 $18.5K - $25.6K
MKC
Mccormick & CO Inc

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
77
$65.83 - $77.92 $5.07K - $6K
AWI
Armstrong World Industries Inc

Industrials
Q4 2018 Filed on Jan 14, 2019
318
$55.13 - $70.65 $17.5K - $22.5K
ORA
Ormat Technologies, Inc.

Utilities
Q4 2018 Filed on Jan 14, 2019
193
$49.51 - $56.72 $9.56K - $10.9K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
323
$55.15 - $66.39 $17.8K - $21.4K
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Jan 14, 2019
576
$21.1 - $31.98 $12.2K - $18.4K
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 14, 2019
175
$50.03 - $93.89 $8.76K - $16.4K
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