Legacy Advisors, LLC Buys DuPont de Nemours Inc, PNC Financial Services Group Inc, Wells Fargo, Sells SPDR MidCap Trust Series I, SPDR S&P 500, iShares Core S&P 500

Investment company Legacy Advisors, LLC (Current Portfolio) buys DuPont de Nemours Inc, PNC Financial Services Group Inc, Wells Fargo, Vanguard Small-Cap, Nuveen Taxable Municipal Income Fund, sells SPDR MidCap Trust Series I, SPDR S&P 500, iShares Core S&P 500, Customers Bancorp Inc, Vanguard Short-Term Bond during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Legacy Advisors, LLC. As of 2019Q2, Legacy Advisors, LLC owns 364 stocks with a total value of $147 million. These are the details of the buys and sells.

For the details of Legacy Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+advisors%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Legacy Advisors, LLC
  1. SPDR MidCap Trust Series I (MDY) - 51,598 shares, 12.43% of the total portfolio. Shares reduced by 48.84%
  2. SPDR S&P 500 (SPY) - 30,634 shares, 6.10% of the total portfolio. Shares reduced by 47.63%
  3. Aqua America Inc (WTR) - 154,215 shares, 4.33% of the total portfolio. Shares reduced by 50%
  4. Fulton Financial Corp (FULT) - 319,322 shares, 3.55% of the total portfolio. Shares reduced by 50%
  5. Vanguard S&P 500 (VOO) - 17,652 shares, 3.24% of the total portfolio. Shares reduced by 50%
New Purchase: DuPont de Nemours Inc (6D81)

Legacy Advisors, LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $63.35. The impact to a portfolio due to this purchase was 0.36%. The holding were 7,094 shares as of .

New Purchase: Vanguard Small-Cap (VB)

Legacy Advisors, LLC initiated holding in Vanguard Small-Cap. The purchase prices were between $146.92 and $159.74, with an estimated average price of $154.5. The stock is now traded at around $157.95. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,330 shares as of .

New Purchase: Wells Fargo & Co (WFCPL.PFD)

Legacy Advisors, LLC initiated holding in Wells Fargo & Co. The purchase prices were between $1298.76 and $1370.34, with an estimated average price of $1321.62. The stock is now traded at around $1377.00. The impact to a portfolio due to this purchase was 0.14%. The holding were 149 shares as of .

New Purchase: Nuveen Taxable Municipal Income Fund (NBB)

Legacy Advisors, LLC initiated holding in Nuveen Taxable Municipal Income Fund. The purchase prices were between $20.39 and $21.37, with an estimated average price of $20.82. The stock is now traded at around $21.13. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,802 shares as of .

New Purchase: Bank of America Corporation (BACPL.PFD)

Legacy Advisors, LLC initiated holding in Bank of America Corporation. The purchase prices were between $1307.31 and $1393.61, with an estimated average price of $1329.13. The stock is now traded at around $1376.02. The impact to a portfolio due to this purchase was 0.07%. The holding were 70 shares as of .

New Purchase: Amphenol Corp (APH)

Legacy Advisors, LLC initiated holding in Amphenol Corp. The purchase prices were between $87 and $105.38, with an estimated average price of $96.29. The stock is now traded at around $99.01. The impact to a portfolio due to this purchase was 0.06%. The holding were 854 shares as of .

Added: PNC Financial Services Group Inc (PNC)

Legacy Advisors, LLC added to a holding in PNC Financial Services Group Inc by 142.81%. The purchase prices were between $126.76 and $137.28, with an estimated average price of $132.2. The stock is now traded at around $140.20. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,887 shares as of .

Added: Oracle Corp (ORCL)

Legacy Advisors, LLC added to a holding in Oracle Corp by 395.00%. The purchase prices were between $50.24 and $56.99, with an estimated average price of $54.1. The stock is now traded at around $59.53. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,980 shares as of .

Added: Colgate-Palmolive Co (CL)

Legacy Advisors, LLC added to a holding in Colgate-Palmolive Co by 82.80%. The purchase prices were between $67.55 and $73.99, with an estimated average price of $70.97. The stock is now traded at around $74.00. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,987 shares as of .

Added: Accenture PLC (ACN)

Legacy Advisors, LLC added to a holding in Accenture PLC by 68.16%. The purchase prices were between $171.02 and $186.52, with an estimated average price of $179.58. The stock is now traded at around $195.32. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,051 shares as of .

Added: Eli Lilly and Co (LLY)

Legacy Advisors, LLC added to a holding in Eli Lilly and Co by 73.29%. The purchase prices were between $110.79 and $129.32, with an estimated average price of $117.71. The stock is now traded at around $108.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,466 shares as of .

Added: TJX Companies Inc (TJX)

Legacy Advisors, LLC added to a holding in TJX Companies Inc by 75.32%. The purchase prices were between $49.73 and $55.42, with an estimated average price of $53.16. The stock is now traded at around $56.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,026 shares as of .

Sold Out: Customers Bancorp Inc (CUBI)

Legacy Advisors, LLC sold out a holding in Customers Bancorp Inc. The sale prices were between $18.62 and $23.01, with an estimated average price of $20.87.

Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Legacy Advisors, LLC sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $86.24 and $89.85, with an estimated average price of $87.45.

Sold Out: Invesco Senior Loan (BKLN)

Legacy Advisors, LLC sold out a holding in Invesco Senior Loan. The sale prices were between $22.36 and $22.81, with an estimated average price of $22.64.

Sold Out: Vertex Pharmaceuticals Inc (VRTX)

Legacy Advisors, LLC sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $164.61 and $190.37, with an estimated average price of $174.67.

Sold Out: SPDR S&P Oil & Gas Explor & Product (XOP)

Legacy Advisors, LLC sold out a holding in SPDR S&P Oil & Gas Explor & Product. The sale prices were between $24.86 and $32.98, with an estimated average price of $28.88.

Sold Out: Southwestern Energy Co (SWN)

Legacy Advisors, LLC sold out a holding in Southwestern Energy Co. The sale prices were between $3.03 and $4.82, with an estimated average price of $3.88.

Reduced: SPDR MidCap Trust Series I (MDY)

Legacy Advisors, LLC reduced to a holding in SPDR MidCap Trust Series I by 48.84%. The sale prices were between $330.13 and $361.02, with an estimated average price of $349.42. The stock is now traded at around $355.24. The impact to a portfolio due to this sale was -5.52%. Legacy Advisors, LLC still held 51,598 shares as of .

Reduced: SPDR S&P 500 (SPY)

Legacy Advisors, LLC reduced to a holding in SPDR S&P 500 by 47.63%. The sale prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $300.84. The impact to a portfolio due to this sale was -2.55%. Legacy Advisors, LLC still held 30,634 shares as of .

Reduced: iShares Core S&P 500 (IVV)

Legacy Advisors, LLC reduced to a holding in iShares Core S&P 500 by 62.73%. The sale prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $302.56. The impact to a portfolio due to this sale was -2.28%. Legacy Advisors, LLC still held 14,646 shares as of .

Reduced: Vanguard Short-Term Bond (BSV)

Legacy Advisors, LLC reduced to a holding in Vanguard Short-Term Bond by 99.82%. The sale prices were between $78.75 and $80.44, with an estimated average price of $79.44. The stock is now traded at around $80.29. The impact to a portfolio due to this sale was -2%. Legacy Advisors, LLC still held 143 shares as of .

Reduced: Aqua America Inc (WTR)

Legacy Advisors, LLC reduced to a holding in Aqua America Inc by 50%. The sale prices were between $34.82 and $41.95, with an estimated average price of $38.89. The stock is now traded at around $41.40. The impact to a portfolio due to this sale was -1.83%. Legacy Advisors, LLC still held 154,215 shares as of .

Reduced: Fulton Financial Corp (FULT)

Legacy Advisors, LLC reduced to a holding in Fulton Financial Corp by 50%. The sale prices were between $15.68 and $17.48, with an estimated average price of $16.46. The stock is now traded at around $16.19. The impact to a portfolio due to this sale was -1.61%. Legacy Advisors, LLC still held 319,322 shares as of .



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