Chief Investment Strategist

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 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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 & 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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 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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 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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