0001352547-14-000006.txt : 20140715 0001352547-14-000006.hdr.sgml : 20140715 20140715151832 ACCESSION NUMBER: 0001352547-14-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140715 DATE AS OF CHANGE: 20140715 EFFECTIVENESS DATE: 20140715 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Private Trust Co. CENTRAL INDEX KEY: 0001352547 IRS NUMBER: 200419639 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11818 FILM NUMBER: 14975772 BUSINESS ADDRESS: STREET 1: 333 N. COMMERCIAL ST. SUIET 300 CITY: NEENAH STATE: WI ZIP: 54956 BUSINESS PHONE: 920 967-5020 MAIL ADDRESS: STREET 1: 333 N. COMMERCIAL ST. SUIET 300 CITY: NEENAH STATE: WI ZIP: 54956 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001352547 XXXXXXXX 06-30-2014 06-30-2014 Legacy Private Trust Co.

333 N. COMMERCIAL ST. SUIET 300 NEENAH WI 54956

13F HOLDINGS REPORT 028-11818 N Michael B. Mahlik 920-967-5020 Michael B. 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CAP 78464A813 481 4575 SH SOLE 4575 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1108 4253 SH SOLE 4253 0 0 SAVE THE WORLD AIR INC COM 805147105 2216 2644020 SH SOLE 0 0 2644020 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 800 9860 SH SOLE 9860 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4256 63773 SH SOLE 63773 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 5 80 SH OTR 80 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 1146 11450 SH SOLE 5699 0 5751 SIMON PPTY GROUP INC NEW COM 828806109 528 3177 SH SOLE 3177 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 286 25980 SH SOLE 0 0 25980 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 93 10950 SH SOLE 0 0 10950 STATE STR CORP COM 857477103 269 4000 SH SOLE 4000 0 0 STATE STR CORP COM 857477103 47 700 SH OTR 0 700 0 TJX COS INC NEW COM 872540109 1482 27885 SH SOLE 27885 0 0 TJX COS INC NEW COM 872540109 270 5075 SH OTR 5075 0 0 TESORO CORP COM 881609101 1150 19595 SH SOLE 19595 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 489 4142 SH SOLE 4142 0 0 3M CO COM 88579Y101 662 4624 SH SOLE 4224 0 400 3M CO COM 88579Y101 100 700 SH OTR 300 400 0 TORCHMARK CORP COM 891027104 3017 36826 SH SOLE 36826 0 0 TORCHMARK CORP COM 891027104 184 2250 SH OTR 2250 0 0 TOWERS WATSON & CO CL A 891894107 208 2000 SH SOLE 2000 0 0 TRAVELERS COMPANIES INC COM 89417E109 2219 23586 SH SOLE 23586 0 0 TRAVELERS COMPANIES INC COM 89417E109 353 3755 SH OTR 3755 0 0 TYSON FOODS INC CL A 902494103 869 23155 SH SOLE 23155 0 0 US BANCORP DEL COM NEW 902973304 3910 90270 SH SOLE 90270 0 0 US BANCORP DEL COM NEW 902973304 17 400 SH OTR 0 400 0 UNILEVER N V N Y SHS NEW 904784709 224 5109 SH SOLE 188 0 4921 UNION PAC CORP COM 907818108 5285 52986 SH SOLE 52986 0 0 UNION PAC CORP COM 907818108 287 2880 SH OTR 2880 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1668 14446 SH SOLE 14446 0 0 UNITED TECHNOLOGIES CORP COM 913017109 35 300 SH OTR 0 300 0 UNITEDHEALTH GROUP INC COM 91324P102 592 7245 SH SOLE 7245 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 992 7865 SH SOLE 7865 0 0 VALERO ENERGY CORP NEW COM 91913Y100 3088 61630 SH SOLE 61630 0 0 VALERO ENERGY CORP NEW COM 91913Y100 281 5600 SH OTR 5600 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 688 12680 SH SOLE 12680 0 0 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 8031 89337 SH SOLE 89307 0 30 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 44 484 SH OTR 484 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 31 365 SH SOLE 365 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 198 2335 SH OTR 2335 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 10131 123219 SH SOLE 123219 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1426 33479 SH SOLE 33479 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 43 1000 SH OTR 0 1000 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5622 130347 SH SOLE 128205 0 2142 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 337 4196 SH SOLE 4196 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 62 770 SH OTR 770 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 5808 64354 SH SOLE 64354 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 103 1145 SH OTR 495 0 650 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2312 26711 SH SOLE 26361 0 350 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 142 1640 SH OTR 970 0 670 VANGUARD INDEX FDS GROWTH ETF 922908736 1967 19891 SH SOLE 19891 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 542 6692 SH SOLE 6692 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 308 2627 SH SOLE 2627 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1881 18487 SH SOLE 18487 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 310 3050 SH OTR 0 0 3050 VERIZON COMMUNICATIONS INC COM 92343V104 2515 51391 SH SOLE 50605 0 786 VERIZON COMMUNICATIONS INC COM 92343V104 351 7174 SH OTR 7174 0 0 VIACOM INC NEW CL B 92553P201 5119 59021 SH SOLE 58855 0 166 VISA INC COM CL A 92826C839 251 1192 SH SOLE 1192 0 0 WAL-MART STORES INC COM 931142103 1668 22214 SH SOLE 22214 0 0 WALGREEN CO COM 931422109 860 11595 SH SOLE 11520 0 75 WELLS FARGO & CO NEW COM 949746101 4634 88174 SH SOLE 88059 0 115 WELLS FARGO & CO NEW COM 949746101 360 6840 SH OTR 6040 800 0 WESTLAKE CHEM CORP COM 960413102 1527 18230 SH SOLE 18230 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 1492 25536 SH SOLE 25536 0 0 YUM BRANDS INC COM 988498101 244 3010 SH SOLE 2760 0 250