Legacy Advisors, LLC Closed Holding Positions

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Comex Gold Trust
Q3 2018 Filed on Oct 18, 2018
1,735
N/A
IXUS
Ishares Tr

ETFs
Q3 2018 Filed on Oct 18, 2018
260
$58.41 - $61.77 $15.2K - $16.1K
IWC
Russell Micro Cap ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
58
$104.28 - $109.91 $6.05K - $6.37K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2018 Filed on Oct 18, 2018
288
$65.24 - $72.58 $18.8K - $20.9K
Landmark Infrastructure LP
Q3 2018 Filed on Oct 18, 2018
50
N/A
MCY
Mercury General Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
50
$43.74 - $54.26 $2.19K - $2.71K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q3 2018 Filed on Oct 18, 2018
220
N/A
SPH
Suburban Propane Partners LP

Utilities
Q3 2018 Filed on Oct 18, 2018
500
$22.55 - $24.44 $11.3K - $12.2K
Abraxas Pete Corp Com
Q3 2018 Filed on Oct 18, 2018
10,000
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q3 2018 Filed on Oct 18, 2018
200
N/A
BFB
Brown Forman Corp Cl B
Q3 2018 Filed on Oct 18, 2018
2,596
N/A
Goldfield Corp Com
Q3 2018 Filed on Oct 18, 2018
100
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q3 2018 Filed on Oct 18, 2018
418
$53.24 - $57.58 $22.3K - $24.1K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q3 2018 Filed on Oct 18, 2018
650
N/A
Rex Energy Corporation Com New
Q2 2018 Filed on Jul 19, 2018
24,443
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2018 Filed on Jul 19, 2018
0
N/A
Chesapeake Energy Corp Com
Q2 2018 Filed on Jul 19, 2018
450
N/A
Chesapeake Lodging Tr Sh Ben Int
Q2 2018 Filed on Jul 19, 2018
45
N/A
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2018 Filed on Jul 19, 2018
42
$37.73 - $41.85 $1.58K - $1.76K
Coresite Rlty Corp Com
Q2 2018 Filed on Jul 19, 2018
42
N/A
OFC
Corporate Office Properties Trust

Real Estate
Q2 2018 Filed on Jul 19, 2018
61
$25.61 - $28.99 $1.56K - $1.77K
EPR
Epr Properties

Real Estate
Q2 2018 Filed on Jul 19, 2018
37
$53.04 - $66.06 $1.96K - $2.44K
Etracs Alerian Mlp Index Etn
Q2 2018 Filed on Jul 19, 2018
332
N/A
Etracs Alerian Mlp Infrastructure Index Etn
Q2 2018 Filed on Jul 19, 2018
1,191
N/A
EXR
Extra Space Storage Inc.

Real Estate
Q2 2018 Filed on Jul 19, 2018
50
$85.49 - $100.96 $4.27K - $5.05K
Dr Pepper Snapple Group Inc Com
Q2 2018 Filed on Jul 19, 2018
85
N/A
AVB
Avalonbay Communities Inc

Real Estate
Q2 2018 Filed on Jul 19, 2018
10
$157.76 - $172.23 $1.58K - $1.72K
Apartment Invt & Mgmt CO Cl A
Q2 2018 Filed on Jul 19, 2018
94
N/A
GSK
Gsk PLC

Healthcare
Q2 2018 Filed on Jul 19, 2018
38
$39.61 - $42.76 $1.51K - $1.62K
Hcp Inc Com
Q2 2018 Filed on Jul 19, 2018
78
N/A
PSA
Public Storage

Real Estate
Q2 2018 Filed on Jul 19, 2018
7
$192.75 - $229.0 $1.35K - $1.6K
SNY
Sanofi

Healthcare
Q2 2018 Filed on Jul 19, 2018
32
$37.63 - $41.22 $1.2K - $1.32K
Time Warner Inc Com New
Q2 2018 Filed on Jul 19, 2018
7,755
N/A
TTE
Total Energies Se

Energy
Q2 2018 Filed on Jul 19, 2018
24
$56.81 - $64.24 $1.36K - $1.54K
Transcanada Corp Com
Q2 2018 Filed on Jul 19, 2018
25
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 19, 2018
12,315
N/A
Powershares Senior Loan Portfolio
Q2 2018 Filed on Jul 19, 2018
117,077
N/A
EPRPRE
Epr Pptys Pfd Conv Ser E 9.00%
Q2 2018 Filed on Jul 19, 2018
310
N/A
Porter Bancorp Inc Com New
Q2 2018 Filed on Jul 19, 2018
3,260
N/A
NNN
National Retail Properties, Inc.

Real Estate
Q2 2018 Filed on Jul 19, 2018
57
$37.18 - $43.98 $2.12K - $2.51K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q2 2018 Filed on Jul 19, 2018
14
$120.79 - $129.84 $1.69K - $1.82K
AAT
American Assets Trust, Inc.

Real Estate
Q2 2018 Filed on Jul 19, 2018
70
$32.45 - $38.79 $2.27K - $2.72K
ACC
American Campus Communities Inc

Real Estate
Q2 2018 Filed on Jul 19, 2018
38
$36.85 - $43.3 $1.4K - $1.65K
FR
First Industrial Realty Trust Inc

Real Estate
Q2 2018 Filed on Jul 19, 2018
69
$28.58 - $33.67 $1.97K - $2.32K
Mcdermott Intl Inc Com
Q2 2018 Filed on Jul 19, 2018
2,000
N/A
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2018 Filed on Jul 19, 2018
16
$99.43 - $118.54 $1.59K - $1.9K
DOC
Physicians Realty Trust

Real Estate
Q2 2018 Filed on Jul 19, 2018
62
$14.49 - $16.1 $898 - $998
Reality Shares Nasdaq Nexgen Economy ETF
Q2 2018 Filed on Jul 19, 2018
500
N/A
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2018 Filed on Jul 19, 2018
43
$87.93 - $101.25 $3.78K - $4.35K
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