0001606587-17-000600.txt : 20171101
0001606587-17-000600.hdr.sgml : 20171101
20171101152753
ACCESSION NUMBER: 0001606587-17-000600
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20171101
DATE AS OF CHANGE: 20171101
EFFECTIVENESS DATE: 20171101
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Advisors, LLC
CENTRAL INDEX KEY: 0001720969
IRS NUMBER: 061659806
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18155
FILM NUMBER: 171168750
BUSINESS ADDRESS:
STREET 1: 401 PLYMOUTH ROAD
STREET 2: SUITE 150
CITY: PLYMOUTH MEETING
STATE: PA
ZIP: 19462
BUSINESS PHONE: 6109433016
MAIL ADDRESS:
STREET 1: 401 PLYMOUTH ROAD
STREET 2: SUITE 150
CITY: PLYMOUTH MEETING
STATE: PA
ZIP: 19462
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001720969
XXXXXXXX
06-30-2017
06-30-2017
false
Legacy Advisors, LLC
401 Plymouth Road
Suite 150
Plymouth Meeting
PA
19462
13F COMBINATION REPORT
028-18155
0001350585
028-11563
Coho Partners, Ltd.
0000884541
028-03125
Trillium Asset Management, LLC
0001329883
028-11465
Sterling Capital Management LLC
N
Richard Holt, Jr
Chief Investment Strategist
610-943-3000
Richard Holt, Jr
Plymouth Meeting
PA
11-01-2017
0
203
78357
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3D Systems Corp
COM NEW
88554D205
0
20
SH
SOLE
NONE
0
0
20
3M Co
COM
88579Y101
32
155
SH
SOLE
NONE
0
0
155
Abraxas Petroleum Corp
COM
003830106
16
10000
SH
SOLE
NONE
0
0
10000
AdvanSix Inc
COM
00773T101
0
4
SH
SOLE
NONE
0
0
4
Aetna Inc
COM
00817Y108
899
5923
SH
SOLE
NONE
0
0
5923
Aevi Genomic Medicine Inc
COM
00835P105
3
2450
SH
SOLE
NONE
0
0
2450
Aflac Inc
COM
001055102
11
144
SH
SOLE
NONE
0
0
144
Alerian MLP ETF
ALERIAN MLP
00162Q866
46
3925
SH
SOLE
NONE
0
0
3925
AllianceBernstein Holding LP
UNIT LTD PARTN
01881G106
0
16
SH
SOLE
NONE
0
0
16
Allstate Corp/The
COM
020002101
20
227
SH
SOLE
NONE
0
0
227
Alphabet Inc
CAP STK CL A
02079K305
225
243
SH
SOLE
NONE
0
0
243
Alphabet Inc
CAP STK CL C
02079K107
229
253
SH
SOLE
NONE
0
0
253
Altaba Inc
COM
021346101
8
150
SH
SOLE
NONE
0
0
150
Altria Group Inc
COM
02209S103
80
1083
SH
SOLE
NONE
0
0
1083
Amazon.com Inc
COM
023135106
24
25
SH
SOLE
NONE
0
0
25
Ameren Corp
COM
023608102
6
117
SH
SOLE
NONE
0
0
117
American Electric Power Co Inc
COM
025537101
20
293
SH
SOLE
NONE
0
0
293
American Express Co
COM
025816109
174
2075
SH
SOLE
NONE
0
0
2075
American Tower Corp
COM
03027X100
132
1000
SH
SOLE
NONE
0
0
1000
Anadarko Petroleum Corp
COM
032511107
45
1000
SH
SOLE
NONE
0
0
1000
Apple Inc
COM
037833100
725
5039
SH
SOLE
NONE
0
0
5039
Aqua America Inc
COM
03836W103
6310
189517
SH
SOLE
NONE
0
0
189517
Ares Capital Corp
COM
04010L103
128
7865
SH
SOLE
NONE
0
0
7865
AT&T Inc
COM
00206R102
165
4393
SH
SOLE
NONE
0
0
4393
Baidu Inc
SPON ADR REP A
056752108
50
285
SH
SOLE
NONE
0
0
285
Bank of America Corp
COM
060505104
115
4747
SH
SOLE
NONE
0
0
4747
Bank of South Carolina Corp
COM
065066102
3
150
SH
SOLE
NONE
0
0
150
Baxter International Inc
COM
071813109
30
500
SH
SOLE
NONE
0
0
500
Becton Dickinson and Co
COM
075887109
1
7
SH
SOLE
NONE
0
0
7
Bed Bath & Beyond Inc
COM
075896100
30
1000
SH
SOLE
NONE
0
0
1000
BlackRock MuniYield Fund Inc
COM
09253W104
0
5
SH
SOLE
NONE
0
0
5
Blackstone Group LP/The
COM UNIT LTD
09253U108
11
350
SH
SOLE
NONE
0
0
350
Boeing Co/The
COM
097023105
481
2437
SH
SOLE
NONE
0
0
2437
BP PLC
SPONSORED ADR
055622104
13
400
SH
SOLE
NONE
0
0
400
Bristol-Myers Squibb Co
COM
110122108
66
1200
SH
SOLE
NONE
0
0
1200
California Resources Corp
COM NEW
13057Q206
0
2
SH
SOLE
NONE
0
0
2
Campbell Soup Co
COM
134429109
5
100
SH
SOLE
NONE
0
0
100
Cardinal Health Inc
COM
14149Y108
92
1186
SH
SOLE
NONE
0
0
1186
Caterpillar Inc
COM
149123101
37
345
SH
SOLE
NONE
0
0
345
CenturyLink Inc
COM
156700106
1
48
SH
SOLE
NONE
0
0
48
Chemours Co/The
COM
163851108
1
40
SH
SOLE
NONE
0
0
40
Chevron Corp
COM
166764100
283
2717
SH
SOLE
NONE
0
0
2717
Chicago Bridge & Iron Co NV
COM
167250109
5
300
SH
SOLE
NONE
0
0
300
Cincinnati Financial Corp
COM
172062101
10
147
SH
SOLE
NONE
0
0
147
Citigroup Inc
COM NEW
172967424
18
270
SH
SOLE
NONE
0
0
270
CNO Financial Group Inc
COM
12621E103
1349
64624
SH
SOLE
NONE
0
0
64624
Coca-Cola Co/The
COM
191216100
139
3091
SH
SOLE
NONE
0
0
3091
Comcast Corp
CL A
20030N101
613
15700
SH
SOLE
NONE
0
0
15700
ConocoPhillips
COM
20825C104
202
4610
SH
SOLE
NONE
0
0
4610
Continental Resources Inc/OK
COM
212015101
32
1000
SH
SOLE
NONE
0
0
1000
Copart Inc
COM
217204106
51
1632
SH
SOLE
NONE
0
0
1632
CrossAmerica Partners LP
UT LTD PTN INT
22758A105
35
1395
SH
SOLE
NONE
0
0
1395
Crown Castle International Cor
COM
22822V101
100
1000
SH
SOLE
NONE
0
0
1000
Customers Bancorp Inc
COM
23204G100
5339
188808
SH
SOLE
NONE
0
0
188808
Deere & Co
COM
244199105
12
100
SH
SOLE
NONE
0
0
100
Digital Realty Trust Inc
COM
253868103
14
130
SH
SOLE
NONE
0
0
130
Discover Financial Services
COM
254709108
6
97
SH
SOLE
NONE
0
0
97
Duke Energy Corp
COM NEW
26441C204
11
138
SH
SOLE
NONE
0
0
138
Edgewell Personal Care Co
COM
28035Q102
31
420
SH
SOLE
NONE
0
0
420
Eli Lilly & Co
COM
532457108
12
150
SH
SOLE
NONE
0
0
150
Emerson Electric Co
COM
291011104
35
600
SH
SOLE
NONE
0
0
600
Enbridge Energy Partners LP
COM
29250R106
56
3500
SH
SOLE
NONE
0
0
3500
Energizer Holdings Inc
COM
29272W109
20
420
SH
SOLE
NONE
0
0
420
Energy Transfer Partners LP
UNIT LTD PRT INT
29278N103
361
17750
SH
SOLE
NONE
0
0
17750
EnLink Midstream Partners LP
COM UNIT REP LTD
29336U107
50
3000
SH
SOLE
NONE
0
0
3000
Entergy Corp
COM
29364G103
38
500
SH
SOLE
NONE
0
0
500
Enterprise Products Partners L
COM
293792107
44
1660
SH
SOLE
NONE
0
0
1660
Equifax Inc
COM
294429105
1075
7823
SH
SOLE
NONE
0
0
7823
Exxon Mobil Corp
COM
30231G102
778
9641
SH
SOLE
NONE
0
0
9641
FirstEnergy Corp
COM
337932107
23
800
SH
SOLE
NONE
0
0
800
FNB Corp/PA
COM
302520101
14
1000
SH
SOLE
NONE
0
0
1000
Ford Motor Co
COM PAR $0.01
345370860
166
14870
SH
SOLE
NONE
0
0
14870
Freeport-McMoRan Inc
CL B
35671D857
2
238
SH
SOLE
NONE
0
0
238
Fulton Financial Corp
COM
360271100
4641
242887
SH
SOLE
NONE
0
0
242887
Gap Inc/The
COM
364760108
74
3375
SH
SOLE
NONE
0
0
3375
General Electric Co
COM
369604103
510
18911
SH
SOLE
NONE
0
0
18911
GENERAL MOTORS CO
*W EXP 07/10/201
37045V126
0
7
SH
SOLE
NONE
0
0
7
General Motors Co
COM
37045V100
80
2311
SH
SOLE
NONE
0
0
2311
Gildan Activewear Inc
COM
375916103
1090
35500
SH
SOLE
NONE
0
0
35500
Gilead Sciences Inc
COM
375558103
5
75
SH
SOLE
NONE
0
0
75
Golar LNG Ltd
SHS
G9456A100
44
2000
SH
SOLE
NONE
0
0
2000
Golar LNG Partners LP
COM UNIT LPI
Y2745C102
60
3000
SH
SOLE
NONE
0
0
3000
Helix Energy Solutions Group I
COM
42330P107
56
10000
SH
SOLE
NONE
0
0
10000
Hershey Co/The
COM
427866108
10
100
SH
SOLE
NONE
0
0
100
Hess Corp
COM
42809H107
134
3060
SH
SOLE
NONE
0
0
3060
Hillenbrand Inc
COM
431571108
18
500
SH
SOLE
NONE
0
0
500
Hill-Rom Holdings Inc
COM
431475102
39
500
SH
SOLE
NONE
0
0
500
Hilton Grand Vacations Inc
COM
43283X105
1
30
SH
SOLE
NONE
0
0
30
Hilton Worldwide Holdings Inc
COM
43300A203
6
100
SH
SOLE
NONE
0
0
100
Honeywell International Inc
COM
438516106
14
106
SH
SOLE
NONE
0
0
106
Inventure Foods Inc
COM
461212102
64
15000
SH
SOLE
NONE
0
0
15000
iShares Core S&P 500 ETF
CORE S&P500 ETF
464287200
1452
5968
SH
SOLE
NONE
0
0
5968
iShares Core U.S. Aggregate Bo
CORE US AGGBD ET
464287226
14
133
SH
SOLE
NONE
0
0
133
iShares Global 100 ETF
GLOBAL 100 ETF
464287572
12
154
SH
SOLE
NONE
0
0
154
iShares iBoxx $ High Yield Cor
IBOXX HI YD ETF
464288513
1346
15230
SH
SOLE
NONE
0
0
15230
iShares iBoxx $ Investment Gra
IBOXX INV CP ETF
464287242
241
2000
SH
SOLE
NONE
0
0
2000
iShares Russell 1000 ETF
RUS 1000 ETF
464287622
809
5982
SH
SOLE
NONE
0
0
5982
iShares Russell 1000 Growth ET
RUS 1000 GRW ETF
464287614
511
4298
SH
SOLE
NONE
0
0
4298
iShares Russell 1000 Value ETF
RUS 1000 VAL ETF
464287598
274
2355
SH
SOLE
NONE
0
0
2355
iShares Russell 2000 ETF
RUSSELL 2000 ETF
464287655
462
3280
SH
SOLE
NONE
0
0
3280
iShares S&P Mid-Cap 400 Growth
S&P MC 400GR ETF
464287606
131
668
SH
SOLE
NONE
0
0
668
iShares Select Dividend ETF
SELECT DIVID ETF
464287168
29
325
SH
SOLE
NONE
0
0
325
iStar Inc
COM
45031U101
1
125
SH
SOLE
NONE
0
0
125
Johnson & Johnson
COM
478160104
202
1530
SH
SOLE
NONE
0
0
1530
Jounce Therapeutics Inc
COM
481116101
7
500
SH
SOLE
NONE
0
0
500
JPMorgan Chase & Co
COM
46625H100
106
1165
SH
SOLE
NONE
0
0
1165
Koninklijke Philips NV
NY REG SH NEW
500472303
32
915
SH
SOLE
NONE
0
0
915
Kraft Heinz Co/The
COM
500754106
38
446
SH
SOLE
NONE
0
0
446
Lakeland Bancorp Inc
COM
511637100
62
3307
SH
SOLE
NONE
0
0
3307
Lockheed Martin Corp
COM
539830109
24
90
SH
SOLE
NONE
0
0
90
M&T Bank Corp
COM
55261F104
62
385
SH
SOLE
NONE
0
0
385
Masimo Corp
COM
574795100
67
745
SH
SOLE
NONE
0
0
745
Mattel Inc
COM
577081102
64
3000
SH
SOLE
NONE
0
0
3000
McDermott International Inc
COM
580037109
14
2000
SH
SOLE
NONE
0
0
2000
McDonald's Corp
COM
580135101
337
2201
SH
SOLE
NONE
0
0
2201
Medtronic PLC
SHS
G5960L103
88
1000
SH
SOLE
NONE
0
0
1000
Merck & Co Inc
COM
58933Y105
80
1259
SH
SOLE
NONE
0
0
1259
Microchip Technology Inc
COM
595017104
28
374
SH
SOLE
NONE
0
0
374
Microsoft Corp
COM
594918104
24
350
SH
SOLE
NONE
0
0
350
Mondelez International Inc
CL A
609207105
58
1338
SH
SOLE
NONE
0
0
1338
MRC Global Inc
COM
55345K103
1
100
SH
SOLE
NONE
0
0
100
NCR Corp
COM
62886E108
3
84
SH
SOLE
NONE
0
0
84
Netflix Inc
COM
64110L106
4
29
SH
SOLE
NONE
0
0
29
Nokia OYJ
SPONSORED ADR
654902204
89
14567
SH
SOLE
NONE
0
0
14567
Nuveen Municipal Credit Income
COM SH BEN INT
67070X101
12
862
SH
SOLE
NONE
0
0
862
Occidental Petroleum Corp
COM
674599105
15
250
SH
SOLE
NONE
0
0
250
Ollie's Bargain Outlet Holding
COM
681116109
1065
25000
SH
SOLE
NONE
0
0
25000
Oracle Corp
COM
68389X105
10
200
SH
SOLE
NONE
0
0
200
Owens-Illinois Inc
COM NEW
690768403
60
2515
SH
SOLE
NONE
0
0
2515
Park Hotels & Resorts Inc
COM
700517105
1
66
SH
SOLE
NONE
0
0
66
PepsiCo Inc
COM
713448108
115
1000
SH
SOLE
NONE
0
0
1000
Pfizer Inc
COM
717081103
164
4908
SH
SOLE
NONE
0
0
4908
Philip Morris International In
COM
718172109
176
1500
SH
SOLE
NONE
0
0
1500
Phillips 66
COM
718546104
190
2305
SH
SOLE
NONE
0
0
2305
PJT Partners Inc
COM CL A
69343T107
0
5
SH
SOLE
NONE
0
0
5
PNC Financial Services Group I
COM
693475105
136
1097
SH
SOLE
NONE
0
0
1097
PowerShares QQQ Trust Series 1
UNIT SER 1
73935A104
481
3500
SH
SOLE
NONE
0
0
3500
PowerShares Senior Loan Portfo
SENIOR LN PORT
73936Q769
1330
57479
SH
SOLE
NONE
0
0
57479
PPL Corp
COM
69351T106
277
7108
SH
SOLE
NONE
0
0
7108
Procter & Gamble Co/The
COM
742718109
174
2000
SH
SOLE
NONE
0
0
2000
Prudential Financial Inc
COM
744320102
129
1200
SH
SOLE
NONE
0
0
1200
Public Service Enterprise Grou
COM
744573106
3
72
SH
SOLE
NONE
0
0
72
QUALCOMM Inc
COM
747525103
38
700
SH
SOLE
NONE
0
0
700
Radiant Logistics Inc
COM
75025X100
8
1500
SH
SOLE
NONE
0
0
1500
Reinsurance Group of America I
COM NEW
759351604
1612
12556
SH
SOLE
NONE
0
0
12556
Rex Energy Corp
COM NEW
761565506
70
24523
SH
SOLE
NONE
0
0
24523
RH
COM
74967X103
9
150
SH
SOLE
NONE
0
0
150
Rite Aid Corp
COM
767754104
7
2500
SH
SOLE
NONE
0
0
2500
Royal Dutch Shell PLC
SPON ADR B
780259107
57
1060
SH
SOLE
NONE
0
0
1060
Schlumberger Ltd
COM
806857108
146
2225
SH
SOLE
NONE
0
0
2225
SEI Investments Co
COM
784117103
180
3354
SH
SOLE
NONE
0
0
3354
Shire PLC
SPONSORED ADR
82481R106
12
74
SH
SOLE
NONE
0
0
74
Southwestern Energy Co
COM
845467109
30
5000
SH
SOLE
NONE
0
0
5000
SPDR Dow Jones Industrial Aver
UT SER 1
78467X109
253
1190
SH
SOLE
NONE
0
0
1190
SPDR Gold Shares
GOLD SHS
78463V107
442
3750
SH
SOLE
NONE
0
0
3750
SPDR S&P 500 ETF Trust
TR UNIT
78462F103
5793
23844
SH
SOLE
NONE
0
0
23844
SPDR S&P MidCap 400 ETF Trust
UTSER1 S&PDCRP
78467Y107
16571
52086
SH
SOLE
NONE
0
0
52086
SPDR S&P Oil & Gas Exploration
S&P OILGAS EXP
78464A730
231
7250
SH
SOLE
NONE
0
0
7250
StoneMor Partners LP
COM UNITS INT
86183Q100
56
6000
SH
SOLE
NONE
0
0
6000
Suburban Propane Partners LP
UNIT LTD PARTN
864482104
190
8000
SH
SOLE
NONE
0
0
8000
Teradata Corp
COM
88076W103
2
84
SH
SOLE
NONE
0
0
84
Tesla Inc
COM
88160R101
12
35
SH
SOLE
NONE
0
0
35
TETRA Technologies Inc
COM
88162F105
22
8000
SH
SOLE
NONE
0
0
8000
Toyota Motor Corp
SP ADR REP2COM
892331307
115
1098
SH
SOLE
NONE
0
0
1098
Trinity Industries Inc
COM
896522109
5
200
SH
SOLE
NONE
0
0
200
Trustmark Corp
COM
898402102
64
2000
SH
SOLE
NONE
0
0
2000
Twitter Inc
COM
90184L102
0
50
SH
SOLE
NONE
0
0
50
UGI Corp
COM
902681105
124
2551
SH
SOLE
NONE
0
0
2551
United Parcel Service Inc
CL B
911312106
223
2020
SH
SOLE
NONE
0
0
2020
United States Oil Fund LP
UNITS
91232N108
57
6060
SH
SOLE
NONE
0
0
6060
United Technologies Corp
COM
913017109
58
480
SH
SOLE
NONE
0
0
480
US Bancorp
COM NEW
902973304
79
1518
SH
SOLE
NONE
0
0
1518
Vanguard FTSE All-World ex-US
ALLWRLD EX US
922042775
15
304
SH
SOLE
NONE
0
0
304
Vanguard FTSE Emerging Markets
FTSE EMR MKT ETF
922042858
8
202
SH
SOLE
NONE
0
0
202
Vanguard Growth ETF
GROWTH ETF
922908736
12
100
SH
SOLE
NONE
0
0
100
Vanguard Intermediate-Term Bon
INTERMED TERM
921937819
43
517
SH
SOLE
NONE
0
0
517
Vanguard Intermediate-Term Cor
INT-TERM CORP
92206C870
2650
30279
SH
SOLE
NONE
0
0
30279
Vanguard S&P 500 ETF
S&P 500 ETF SHS
922908363
1797
8095
SH
SOLE
NONE
0
0
8095
Vanguard Short-Term Bond ETF
SHORT TRM BOND
921937827
2739
34305
SH
SOLE
NONE
0
0
34305
Vanguard Total International B
INTL BD IDX ETF
92203J407
5
100
SH
SOLE
NONE
0
0
100
Vanguard Total International S
VG TL INTL STK F
921909768
1134
21824
SH
SOLE
NONE
0
0
21824
Vanguard Total Stock Market ET
TOTAL STK MKT
922908769
67
542
SH
SOLE
NONE
0
0
542
Vanguard Value ETF
VALUE ETF
922908744
152
1575
SH
SOLE
NONE
0
0
1575
Verizon Communications Inc
COM
92343V104
132
2965
SH
SOLE
NONE
0
0
2965
VF Corp
COM
918204108
1213
21064
SH
SOLE
NONE
0
0
21064
Vodafone Group PLC
SPONSORED ADR
92857W308
6
202
SH
SOLE
NONE
0
0
202
Vulcan Materials Co
COM
929160109
25
200
SH
SOLE
NONE
0
0
200
Wal-Mart Stores Inc
COM
931142103
191
2530
SH
SOLE
NONE
0
0
2530
Walt Disney Co/The
COM DISNEY
254687106
137
1292
SH
SOLE
NONE
0
0
1292
Weatherford International PLC
ORD SHS
G48833100
30
8000
SH
SOLE
NONE
0
0
8000
Wells Fargo & Co
COM
949746101
22
413
SH
SOLE
NONE
0
0
413
Welltower Inc
COM
95040Q104
17
230
SH
SOLE
NONE
0
0
230
Weyerhaeuser Co
COM
962166104
19
576
SH
SOLE
NONE
0
0
576
Williams Cos Inc/The
COM
969457100
30
1000
SH
SOLE
NONE
0
0
1000
WisdomTree US MidCap Dividend
US MIDCAP DIVID
97717W505
17
175
SH
SOLE
NONE
0
0
175
WisdomTree US SmallCap Dividen
US SMALLCAP DIVD
97717W604
17
215
SH
SOLE
NONE
0
0
215
World Acceptance Corp
COM
981419104
442
5901
SH
SOLE
NONE
0
0
5901
WPX Energy Inc
COM
98212B103
24
2500
SH
SOLE
NONE
0
0
2500
WW Grainger Inc
COM
384802104
198
1100
SH
SOLE
NONE
0
0
1100
Xcel Brands Inc
COM NEW
98400M101
1676
549725
SH
SOLE
NONE
0
0
549725
Yum China Holdings Inc
COM
98850P109
15
400
SH
SOLE
NONE
0
0
400
Yum! Brands Inc
COM
988498101
29
400
SH
SOLE
NONE
0
0
400
Zimmer Biomet Holdings Inc
COM
98956P102
15
120
SH
SOLE
NONE
0
0
120