Skip to content

13F-HR filed by Legacy Advisors, LLC

Legacy Advisors, LLC filed this 13F-HR for the quarter ended 2016-12-31, filed 2017-11-03, with 210 holding rows worth $73,192,000.

Accession
0001606587-17-000615
Filed
2017-11-03
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2016

A combination report, 210 entries on the cover page, a total value of $73,192,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $73,192,000 with VALUE read as thousands by filing date, 13F file number 028-18155. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR S&P Midcap 400 ETF Trust78467Y107SHS175,097$24,626,000thousands by filing date
AQUA AMERICA INC03836W103COM189,517$5,693,000thousands by filing date
SPY78462F103SHS75,779$5,323,000thousands by filing date
FULTON FINL CORP PA360271100COM242,887$4,590,000thousands by filing date
EQUIFAX INC COM294429105Stock15,645$1,849,000thousands by filing date
Vanguard Short-Term Bond ETF921937827SHS181,646$1,698,000thousands by filing date
Vanguard S&P 500 ETF922908363COM8,095$1,661,000thousands by filing date
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS176,157$1,660,000thousands by filing date
REINSURANCE GROUP AMER INC COM NEW759351604Stock13,147$1,654,000thousands by filing date
CNO FINL GROUP INC12621E103COM64,624$1,237,000thousands by filing date
V F CORP COM918204108Stock21,064$1,123,000thousands by filing date
GILDAN ACTIVEWEAR INC COM375916103Stock35,500$900,000thousands by filing date
POWERSHARES73936Q769EXCHANGE TRADED122,919$896,000thousands by filing date
ISHARES TR464288513IBOXX HI YD ETF92,952$885,000thousands by filing date
EXXON MOBIL CORP30231G102COM9,703$875,000thousands by filing date
WORLD ACCEP CORPORATION981419104COM12,568$807,000thousands by filing date
ISHARES RUSSELL 1000 ETF464287622ETF6,106$759,000thousands by filing date
AETNA INC NEW00817Y108COM5,923$734,000thousands by filing date
SPDR SERIES TRUST78464A730S&P OILGAS EXP15,067$624,000thousands by filing date
Apple Inc037833100COM5,089$589,000thousands by filing date
Comcast Corp20030N101COM7,825$540,000thousands by filing date
AXIS CAP HLDGS LTD SHSG0692U109Stock7,600$498,000thousands by filing date
ISHARESRUSSELL1000GROWTHETF464287614STOK4,298$450,000thousands by filing date
CERUS CORP157085101COM101,000$439,000thousands by filing date
PowerShares QQQ Trust Unit Ser73935A104COM3,500$414,000thousands by filing date
SPDR GOLD TR78463V107GOLD SHS3,750$411,000thousands by filing date
Boeing Company097023105COM2,537$394,000thousands by filing date
Amazon.com, Inc023135106COM480$359,000thousands by filing date
Chevron Corporation166764100COM2,894$340,000thousands by filing date
WW GRAINGER INC COM384802104Stock1,275$296,000thousands by filing date
ABIOMED INC003654100COM2,600$292,000thousands by filing date
UNITED STATES OIL FUND LP91232N108UNITS24,692$289,000thousands by filing date
McDonalds Corporation580135101COM2,201$267,000thousands by filing date
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,355$263,000thousands by filing date
PPL CORP COM69351T106Stock7,108$244,000thousands by filing date
STATE STR SPDR DOW JONES IND78467X109UT SER 11,190$235,000thousands by filing date
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS2,000$234,000thousands by filing date
ConocoPhillips20825C104COM4,610$231,000thousands by filing date
United Parcel Service,Inc. Class B911312106COM2,020$231,000thousands by filing date
ANNALY CAPITAL MANAGEMENT035710409COM19,900$203,000thousands by filing date
PHILLIPS 66 COM718546104Stock2,305$199,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM243$192,000thousands by filing date
Procter & Gamble Co742718109COM2,265$190,000thousands by filing date
HESS CORP42809H107COM3,060$190,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM243$187,000thousands by filing date
Schlumberger Limited806857108COM2,225$187,000thousands by filing date
AT&T Inc00206R102COM4,393$186,000thousands by filing date
Johnson & Johnson478160104COM1,589$183,000thousands by filing date
Walmart Inc.931142103COM2,530$176,000thousands by filing date
Philip Morris International Inc.718172109COM1,866$172,000thousands by filing date
SEI INVTS CO COM784117103Stock3,354$166,000thousands by filing date
American Express Company025816109COM2,075$153,000thousands by filing date
INVENTURE FOODS INC461212102COM15,000$147,000thousands by filing date
Vanguard Value ETF922908744SHS1,575$146,000thousands by filing date
Walt Disney Co254687106COM1,381$144,000thousands by filing date
iShares Russell 2000 ETF464287655SHS17,211$137,000thousands by filing date
Verizon Communications Inc92343V104COM2,515$134,000thousands by filing date
Coca-Cola Company191216100COM3,091$128,000thousands by filing date
TOYOTA MOTOR CORP ADS892331307ADR1,098$128,000thousands by filing date
PRUDENTIAL FINL INC COM744320102Stock1,200$124,000thousands by filing date
VANGUARD STAR FDS921909768COM2,657$121,000thousands by filing date
ISHARES TR464287606S&P MC 400GR ETF668$121,000thousands by filing date
UGI CORP NEW COM902681105Stock2,551$118,000thousands by filing date
Pfizer Inc.717081103COM3,400$110,000thousands by filing date
American Tower Corporation03027X100COM1,000$106,000thousands by filing date
PepsiCo,Inc.713448108COM1,000$105,000thousands by filing date
PNC FINL SVCS GROUP INC COM693475105Stock897$104,000thousands by filing date
JPMorgan Chase & Co46625H100COM1,165$100,000thousands by filing date
Bank of America Corp060505104COM4,438$98,000thousands by filing date
Merck & Co.,Inc.58933Y105COM1,648$97,000thousands by filing date
STONEMOR PARTNERS LP86183Q100COMMON STOCK10,483$93,000thousands by filing date
HELIX ENERGY SOLUTIONS GRP INC COM42330P107Stock10,000$88,000thousands by filing date
CROWN CASTLE INC COM22822V101REIT1,000$86,000thousands by filing date
MICROCHIP TECHNOLOGY INC. COM595017104Stock1,352$86,000thousands by filing date
CARDINAL HEALTH INC14149Y108COM1,186$85,000thousands by filing date
3M CO COM88579Y101Stock461$82,000thousands by filing date
MATTEL INC577081102COM3,000$82,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock2,311$80,000thousands by filing date
USBANCORPDEL902973304COM NEW1,518$78,000thousands by filing date
GAP INC COM364760108Stock3,375$76,000thousands by filing date
Altria Group Inc02209S103COM1,074$73,000thousands by filing date
GOLAR LNG PARTNERS LPY2745C102COM UNITS LPI3,000$72,000thousands by filing date
ILLINOIS TOOL WKS INC452308109COM579$71,000thousands by filing date
Medtronic PlcG5960L103COM1,000$71,000thousands by filing date
TRUSTMARK CORP898402102COM2,000$71,000thousands by filing date
Bristol-Myers Squibb Company110122108COM1,200$70,000thousands by filing date
ANADARKO PETROLEUM CORP032511107COM1,000$69,000thousands by filing date
LAKELAND BANCORP INC511637100COM3,307$64,000thousands by filing date
PROSHARES TR74347B201PSHS ULTSH 20YRS1,550$63,000thousands by filing date
VTI922908769COM542$62,000thousands by filing date
ROYAL DUTCH SHELL PLC SPN ADR780259107SPON ADR B1,060$61,000thousands by filing date
Mondelez International,Inc. Class A609207105COM1,338$59,000thousands by filing date
COMPUGEN LTDM25722105ORD11,000$56,000thousands by filing date
UNITED TECHNOLOGIES CORP913017109COM480$52,000thousands by filing date
CONTINENTAL RES INC212015101COM1,000$51,000thousands by filing date
MASIMO CORP COM574795100Stock745$50,000thousands by filing date
OCCIDENTAL PETE CORP674599105COM653$47,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR285$46,000thousands by filing date
Qualcomm Incorporated747525103COM700$45,000thousands by filing date
OMNICOM GROUP INC COM681919106Stock526$45,000thousands by filing date
COPART INC COM217204106Stock816$45,000thousands by filing date
GOLAR LNG LTDG9456A100SHS2,000$45,000thousands by filing date
Automatic Data Processing,Inc.053015103COM422$43,000thousands by filing date
FORD MTR CO COM345370860Stock3,590$43,000thousands by filing date
O-I GLASS, INC.690768403COM2,515$43,000thousands by filing date
Vanguard Intermediate-Term Bond ETF921937819SHS517$42,000thousands by filing date
UnitedHealth Group Inc91324P102COM262$41,000thousands by filing date
STATE STR CORP COM857477103Stock501$39,000thousands by filing date
WEATHERFORD INTL INC ORD SHSG48833100Stock8,000$39,000thousands by filing date
KRAFT HEINZ CO COM500754106Stock446$38,000thousands by filing date
Amgen Inc.031162100COM257$37,000thousands by filing date
CVS Health Corporation126650100COM469$37,000thousands by filing date
Marsh & McLennan Companies,Inc.571748102COM559$37,000thousands by filing date
WSFS FINL CORP929328102COM808$37,000thousands by filing date
ALPS ETF TR00162Q866ALERIAN MLP2,966$37,000thousands by filing date
ENTERGY CORP NEW COM29364G103Stock500$36,000thousands by filing date
WPX ENERGY INC98212B103COM2,500$36,000thousands by filing date
Lowes Companies,Inc.548661107COM495$35,000thousands by filing date
AFLAC INC COM001055102Stock508$35,000thousands by filing date
CROSSAMERICA PARTNERS LP22758A105UT LTD PTN INT1,395$35,000thousands by filing date
DOLLAR GEN CORP COM256677105Stock465$34,000thousands by filing date
CENTURYLINK INC156700106COM1,448$34,000thousands by filing date
EMERSON ELEC CO COM291011104Stock600$33,000thousands by filing date
BECTON DICKINSON & CO075887109COM198$32,000thousands by filing date
Caterpillar Inc.149123101COM345$31,000thousands by filing date
WILLIAMS COS INC COM969457100Stock1,000$31,000thousands by filing date
Gilead Sciences,Inc.375558103COM430$30,000thousands by filing date
KROGER CO COM501044101Stock892$30,000thousands by filing date
EDGEWELL PERSONAL CARE CO28035Q102COM420$30,000thousands by filing date
ISHARES TR464287168COM325$28,000thousands by filing date
HILL ROM HLDGS INC431475102COM500$28,000thousands by filing date
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR915$27,000thousands by filing date
ROYAL DUTCH SHELL PLC SPN ADR780259206SPONS ADR A483$26,000thousands by filing date
CENCORA INC COM03073E105Stock327$25,000thousands by filing date
VULCAN MATLS CO COM929160109Stock200$25,000thousands by filing date
YUM BRANDS INC COM988498101Stock400$25,000thousands by filing date
ABRAXAS PETROLEUM CORP003830106COM10,000$25,000thousands by filing date
FIRSTENERGY CORP337932107COM800$24,000thousands by filing date
CULLEN FROST BANKERS INC COM229899109Stock278$24,000thousands by filing date
Abbott Laboratories002824100COM620$23,000thousands by filing date
Lockheed Martin Corporation539830109COM90$22,000thousands by filing date
SMUCKER J M CO832696405COM NEW176$22,000thousands by filing date
BAXTER INTL INC071813109COM500$22,000thousands by filing date
Microsoft Corp594918104COM350$21,000thousands by filing date
BED BATH & BEYOND INC075896100COM500$20,000thousands by filing date
HILLENBRAND INC431571108COM500$19,000thousands by filing date
ISHARES TR CORE S&P 500 ETF464287200SHS84$18,000thousands by filing date
AMERICAN ELEC PWR CO INC COM025537101Stock293$18,000thousands by filing date
ENERGIZER HLDGS INC COM29272W109Stock420$18,000thousands by filing date
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR702$17,000thousands by filing date
WEYERHAEUSER CO COM NEW962166104REIT576$17,000thousands by filing date
ENTERPRISE PRODS PARTNERS L293792107COM660$17,000thousands by filing date
ALLSTATE CORP COM020002101Stock227$16,000thousands by filing date
F N B CORP302520101COM1,000$16,000thousands by filing date
WELLTOWER INC COM95040Q104REIT230$15,000thousands by filing date
iShares Core US Aggregate Bond ETF464287226SHS133$14,000thousands by filing date
BP PLC SPONSORED ADR055622104ADR400$14,000thousands by filing date
MCDERMOTT INTL INC580037109COM2,000$14,000thousands by filing date
Vanguard FTSE All-World ex-US ETF922042775SHS304$13,000thousands by filing date
Honeywell Technologies438516106COM106$12,000thousands by filing date
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock120$12,000thousands by filing date
DIGITAL RLTY TR INC COM253868103REIT130$12,000thousands by filing date
NUVEEN MUN CR INCOME FD67070X101COM SH BEN INT862$12,000thousands by filing date
SHIRE PLC82481R106COMMON STOCK-FO74$12,000thousands by filing date
AEVI GENOMIC MEDICINE INC00835P105COM2,450$12,000thousands by filing date
Eli Lilly and Company532457108COM150$11,000thousands by filing date
iShares Global 100 ETF464287572SHS154$11,000thousands by filing date
Vanguard Growth922908736COM100$11,000thousands by filing date
Wells Fargo & Company949746101COM213$11,000thousands by filing date
GENERAL ELEC CO369604103COM356$11,000thousands by filing date
CINCINNATI FINL CORP COM172062101Stock147$11,000thousands by filing date
NOBLE CORP PLCG65431101SHS USD2,000$11,000thousands by filing date
Accenture Plc Class AG1151C101COM92$10,000thousands by filing date
Deere & Company244199105COM100$10,000thousands by filing date
Duke Energy Corporation26441C204COM138$10,000thousands by filing date
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock100$10,000thousands by filing date
HERSHEY CO COM427866108Stock100$10,000thousands by filing date
YUM CHINA HLDGS INC98850P109COM400$10,000thousands by filing date
BLACKSTONE GROUP LP09253U108COM UNIT LTD350$9,000thousands by filing date
HILTON WORLDWIDE HLDGS INC COM43300A203Stock300$8,000thousands by filing date
Oracle Corporation68389X105COM200$7,000thousands by filing date
VWO922042858SHS202$7,000thousands by filing date
FREEPORT MCMORAN INC CL B35671D857Stock538$7,000thousands by filing date
AMEREN CORP COM023608102Stock117$6,000thousands by filing date
THE CAMPBELLS COMPANY COM134429109Stock100$6,000thousands by filing date
DISCOVER FINL SVCS254709108COM97$6,000thousands by filing date
Starbucks Corporation855244109COM100$5,000thousands by filing date
Vanguard Total International Bond Index Fund ETF92203J407SHS100$5,000thousands by filing date
TRINITY INDS INC896522109COM200$5,000thousands by filing date
RADIANT LOGISTICS INC75025X100COM1,500$5,000thousands by filing date
SOUTHWESTERN ENERGY CO845467109COM500$5,000thousands by filing date
SUN BANCORP INC86663B201COM NEW169$4,000thousands by filing date
Netflix, Inc64110L106COM29$3,000thousands by filing date
NIKE,Inc. Class B654106103COM70$3,000thousands by filing date
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock72$3,000thousands by filing date
NCR VOYIX CORPORATION62886E108COM84$3,000thousands by filing date
CHICAGO BRIDGE & IRON CO NV167250109N Y REGISTRY SH100$3,000thousands by filing date
BANK SOUTH CAROLINA CORP065066102COM150$3,000thousands by filing date
FITBIT INC33812L102CL A450$3,000thousands by filing date
TERADATA CORP DEL88076W103COM84$2,000thousands by filing date
ISTAR INC45031U101COMMON STOCK125$1,000thousands by filing date
CHEMOURS CO COM163851108Stock40$0thousands by filing dateValue filed as zero, left out of ratios.
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN16$0thousands by filing dateValue filed as zero, left out of ratios.
ADVANSIX INC00773T101COM4$0thousands by filing dateValue filed as zero, left out of ratios.
PJT PARTNERS INC69343T107COM CL A5$0thousands by filing dateValue filed as zero, left out of ratios.
BLACKROCK MUNIYIELD FUND09253W104COM5$0thousands by filing dateValue filed as zero, left out of ratios.
TWITTER INC90184L102COM50$0thousands by filing dateValue filed as zero, left out of ratios.
CALIFORNIA RES CORP13057Q206COM NEW2$0thousands by filing dateValue filed as zero, left out of ratios.
3D SYSTEMS CORP88554D205COMMON STOCK20$0thousands by filing dateValue filed as zero, left out of ratios.
GENERAL MTRS CO37045V126*W EXP 07/10/2017$0thousands by filing dateValue filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001606587-17-000615this filing2017-11-03acceptance time not in the bulk data set