Legacy Advisors, LLC

Q4 2016 13F Combination Report, Stock Holdings

Signature - Title
Richard Holt, Jr - Chief Investment Strategist
Location
Plymouth Meeting
Holdings as of
31 Dec 2016
Value $
$38M
Num holdings
193
Date filed
03 Nov 2017, 10:17
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 WTR, FULT, EFX, VOO, and RGA.
Next filing
Q1 2017 - 02 Nov 2017
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* 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