Legacy Advisors, LLC

Q1 2017 13F Combination Report, Stock Holdings

Signature - Title
Richard Holt, Jr - Chief Investment Strategist
Location
Plymouth Meeting
Holdings as of
31 Mar 2017
Value $
$74M
Num holdings
186
Date filed
02 Nov 2017, 16:18
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included MDY, WTR, CUBI, SPY, and FULT.
Previous filing
Q4 2016 - 03 Nov 2017
Next filing
Q2 2017 - 01 Nov 2017
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2017 Q1 compared to 2016 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Richard Holt, Jr Chief Investment Strategist Plymouth Meeting, Pennsylvania 02 Nov 2017

List of Other Managers Reporting for Legacy Advisors, LLC:

Name Holdings Value Location File Number
Trillium Asset Management, Llc $3.79B Boston, MA 028-03125
Sterling Capital Management LLC $6.83B Charlotte, NC 028-11465
Coho Partners, Ltd. $779M Berwyn, PA 028-11563