- New Purchases: BSV, VCIT, LOW, ABC, ADP, BKLN, HYG, DG, MMC, SJM,
- Added Positions: JNJ, CVS, AMGN, ABT, AFL, STT, UNH, GWW, OXY, MRK,
- Reduced Positions: PAA, BPL, EEP, EPD, USA, LLY, DVY, BBBY, ETP, IWD,
- Sold Out: BRK.B, VIPS, BRK.A, BF.B, RDS.B, HTA, DEM, EDR, DTH, BLE,
For the details of Legacy Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Legacy+Advisors%2C+LLC
These are the top 5 holdings of Legacy Advisors, LLC- SPDR MidCap Trust Series I (MDY) - 49,320 shares, 8.92% of the total portfolio. Shares added by 1.71%
- SPDR S&P 500 (SPY) - 28,812 shares, 4.12% of the total portfolio. Shares added by 7.77%
- Aqua America Inc (WTR) - 154,215 shares, 2.8% of the total portfolio.
- Fulton Financial Corp (FULT) - 319,322 shares, 2.64% of the total portfolio.
- iShares Core S&P 500 (IVV) - 16,821 shares, 2.43% of the total portfolio. Shares reduced by 0.74%
Legacy Advisors, LLC initiated holding in Vanguard Short-Term Bond. The purchase prices were between $77.95 and $78.33, with an estimated average price of $78.12. The stock is now traded at around $77.83. The impact to a portfolio due to this purchase was 2.27%. The holding were 59,040 shares as of 2018-09-30.
New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Legacy Advisors, LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $83.24 and $84.42, with an estimated average price of $83.79. The stock is now traded at around $82.54. The impact to a portfolio due to this purchase was 1.98%. The holding were 48,046 shares as of 2018-09-30.
New Purchase: Lowe's Companies Inc (LOW)Legacy Advisors, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $94.87 and $116.84, with an estimated average price of $104.19. The stock is now traded at around $99.71. The impact to a portfolio due to this purchase was 1.01%. The holding were 17,881 shares as of 2018-09-30.
New Purchase: AmerisourceBergen Corp (ABC)Legacy Advisors, LLC initiated holding in AmerisourceBergen Corp. The purchase prices were between $78.98 and $92.22, with an estimated average price of $86.57. The stock is now traded at around $93.38. The impact to a portfolio due to this purchase was 0.97%. The holding were 21,359 shares as of 2018-09-30.
New Purchase: Automatic Data Processing Inc (ADP)Legacy Advisors, LLC initiated holding in Automatic Data Processing Inc. The purchase prices were between $132.61 and $150.68, with an estimated average price of $141.44. The stock is now traded at around $142.92. The impact to a portfolio due to this purchase was 0.9%. The holding were 12,031 shares as of 2018-09-30.
New Purchase: iShares iBoxx $ High Yield Corporate Bond (HYG)Legacy Advisors, LLC initiated holding in iShares iBoxx $ High Yield Corporate Bond. The purchase prices were between $84.78 and $86.44, with an estimated average price of $85.91. The stock is now traded at around $84.85. The impact to a portfolio due to this purchase was 0.82%. The holding were 19,168 shares as of 2018-09-30.
Added: Johnson & Johnson (JNJ)Legacy Advisors, LLC added to a holding in Johnson & Johnson by 111.96%. The purchase prices were between $121.58 and $142.88, with an estimated average price of $132.89. The stock is now traded at around $139.50. The impact to a portfolio due to this purchase was 1.22%. The holding were 33,960 shares as of 2018-09-30.
Added: CVS Health Corp (CVS)Legacy Advisors, LLC added to a holding in CVS Health Corp by 1427.44%. The purchase prices were between $63.78 and $79.59, with an estimated average price of $71.49. The stock is now traded at around $74.53. The impact to a portfolio due to this purchase was 1%. The holding were 27,494 shares as of 2018-09-30.
Added: Amgen Inc (AMGN)Legacy Advisors, LLC added to a holding in Amgen Inc by 333.14%. The purchase prices were between $185.29 and $208.89, with an estimated average price of $196.94. The stock is now traded at around $202.72. The impact to a portfolio due to this purchase was 0.88%. The holding were 11,253 shares as of 2018-09-30.
Added: Abbott Laboratories (ABT)Legacy Advisors, LLC added to a holding in Abbott Laboratories by 2613.15%. The purchase prices were between $60.81 and $73.36, with an estimated average price of $65.66. The stock is now traded at around $68.14. The impact to a portfolio due to this purchase was 0.87%. The holding were 24,961 shares as of 2018-09-30.
Added: Aflac Inc (AFL)Legacy Advisors, LLC added to a holding in Aflac Inc by 12298.61%. The purchase prices were between $42.48 and $48.04, with an estimated average price of $45.76. The stock is now traded at around $44.20. The impact to a portfolio due to this purchase was 0.82%. The holding were 35,708 shares as of 2018-09-30.
Added: UnitedHealth Group Inc (UNH)Legacy Advisors, LLC added to a holding in UnitedHealth Group Inc by 2274.70%. The purchase prices were between $246.98 and $269.65, with an estimated average price of $260.1. The stock is now traded at around $266.81. The impact to a portfolio due to this purchase was 0.76%. The holding were 6,008 shares as of 2018-09-30.
Sold Out: Berkshire Hathaway Inc (BRK.B)Legacy Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $186.02 and $221.68, with an estimated average price of $205.18.
Sold Out: Vipshop Holdings Ltd (VIPS)Legacy Advisors, LLC sold out a holding in Vipshop Holdings Ltd. The sale prices were between $5.86 and $10.99, with an estimated average price of $8.22.
Sold Out: Berkshire Hathaway Inc (BRK.A)Legacy Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $282000 and $333415, with an estimated average price of $309675.
Sold Out: Brown-Forman Corp (BF.B)Legacy Advisors, LLC sold out a holding in Brown-Forman Corp. The sale prices were between $48.42 and $54.86, with an estimated average price of $51.95.
Sold Out: Royal Dutch Shell PLC (RDS.B)Legacy Advisors, LLC sold out a holding in Royal Dutch Shell PLC. The sale prices were between $64.27 and $74.73, with an estimated average price of $69.28.
Sold Out: Healthcare Trust of America Inc (HTA)Legacy Advisors, LLC sold out a holding in Healthcare Trust of America Inc. The sale prices were between $25.95 and $28.96, with an estimated average price of $27.57.
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