Legacy Advisors, LLC Buys Uber Technologies Inc, iShares S&P Mid-Cap 400 Growth ETF, Digital Realty Trust Inc, Sells iShares Core MSCI EAFE ETF, Materials Select Sector SPDR Fund, Technology Select Sector SPDR Fund

Author's Avatar
Jan 21, 2020
Article's Main Image
Investment company Legacy Advisors, LLC (Current Portfolio) buys Uber Technologies Inc, iShares S&P Mid-Cap 400 Growth ETF, Digital Realty Trust Inc, CyrusOne Inc, iShares S&P Mid-Cap 400 Value ETF, sells iShares Core MSCI EAFE ETF, Materials Select Sector SPDR Fund, Technology Select Sector SPDR Fund, Vanguard Total Stock Market ETF, Financial Select Sector SPDR Fund during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Legacy Advisors, LLC. As of 2019Q4, Legacy Advisors, LLC owns 132 stocks with a total value of $158 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/portfolio

These are the top 5 holdings of Legacy Advisors, LLC
  1. SPDR S&P MidCap 400 ETF (MDY) - 50,759 shares, 12.09% of the total portfolio. Shares reduced by 1.69%
  2. SPDR S&P 500 ETF Trust (SPY) - 30,921 shares, 6.32% of the total portfolio. Shares reduced by 0.28%
  3. Aqua America Inc (WTR) - 154,215 shares, 4.59% of the total portfolio.
  4. Fulton Financial Corp (FULT) - 319,322 shares, 3.53% of the total portfolio.
  5. Apple Inc (AAPL) - 18,432 shares, 3.43% of the total portfolio. Shares added by 8.47%
New Purchase: Uber Technologies Inc (UBER)

Legacy Advisors, LLC initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $35.13. The impact to a portfolio due to this purchase was 2.94%. The holding were 155,659 shares as of .

New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Legacy Advisors, LLC initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $243.26. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,885 shares as of .

New Purchase: Digital Realty Trust Inc (DLR)

Legacy Advisors, LLC initiated holding in Digital Realty Trust Inc. The purchase prices were between $113.71 and $135.74, with an estimated average price of $122.86. The stock is now traded at around $124.44. The impact to a portfolio due to this purchase was 0.33%. The holding were 4,348 shares as of .

New Purchase: CyrusOne Inc (CONE)

Legacy Advisors, LLC initiated holding in CyrusOne Inc. The purchase prices were between $60.9 and $79.33, with an estimated average price of $68.34. The stock is now traded at around $63.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 7,727 shares as of .

New Purchase: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Legacy Advisors, LLC initiated holding in iShares S&P Mid-Cap 400 Value ETF. The purchase prices were between $151.96 and $171.18, with an estimated average price of $163.79. The stock is now traded at around $172.57. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,812 shares as of .

New Purchase: Intel Corp (INTC)

Legacy Advisors, LLC initiated holding in Intel Corp. The purchase prices were between $49.39 and $60.08, with an estimated average price of $56.13. The stock is now traded at around $59.60. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,208 shares as of .

Added: Alphabet Inc (GOOG)

Legacy Advisors, LLC added to a holding in Alphabet Inc by 48.49%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1480.39. The impact to a portfolio due to this purchase was 0.22%. The holding were 787 shares as of .

Added: CVS Health Corp (CVS)

Legacy Advisors, LLC added to a holding in CVS Health Corp by 59.08%. The purchase prices were between $60.38 and $76.58, with an estimated average price of $70.48. The stock is now traded at around $76.02. The impact to a portfolio due to this purchase was 0.22%. The holding were 12,803 shares as of .

Added: Boeing Co (BA)

Legacy Advisors, LLC added to a holding in Boeing Co by 26.90%. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $324.15. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,481 shares as of .

Added: Cisco Systems Inc (CSCO)

Legacy Advisors, LLC added to a holding in Cisco Systems Inc by 116.15%. The purchase prices were between $43.52 and $48.83, with an estimated average price of $46.46. The stock is now traded at around $49.02. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,914 shares as of .

Added: JPMorgan Chase & Co (JPM)

Legacy Advisors, LLC added to a holding in JPMorgan Chase & Co by 21.73%. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $138.20. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,905 shares as of .

Added: Procter & Gamble Co (PG)

Legacy Advisors, LLC added to a holding in Procter & Gamble Co by 25.79%. The purchase prices were between $116.63 and $126.09, with an estimated average price of $122.36. The stock is now traded at around $126.41. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,497 shares as of .

Sold Out: Materials Select Sector SPDR Fund (XLB)

Legacy Advisors, LLC sold out a holding in Materials Select Sector SPDR Fund. The sale prices were between $55.13 and $61.42, with an estimated average price of $59.16.

Sold Out: Financial Select Sector SPDR Fund (XLF)

Legacy Advisors, LLC sold out a holding in Financial Select Sector SPDR Fund. The sale prices were between $26.78 and $30.94, with an estimated average price of $29.41.

Sold Out: Pinterest Inc (PINS)

Legacy Advisors, LLC sold out a holding in Pinterest Inc. The sale prices were between $17.45 and $27.37, with an estimated average price of $21.44.

Sold Out: StoneMor Inc (STON)

Legacy Advisors, LLC sold out a holding in StoneMor Inc. The sale prices were between $1.05 and $1.45, with an estimated average price of $1.16.

Sold Out: iShares TIPS Bond ETF (TIP)

Legacy Advisors, LLC sold out a holding in iShares TIPS Bond ETF. The sale prices were between $115.27 and $117.05, with an estimated average price of $116.26.

Sold Out: iShares MSCI Emerging Markets ETF (EEM)

Legacy Advisors, LLC sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $39.43 and $45.07, with an estimated average price of $42.23.

Reduced: iShares Core MSCI EAFE ETF (IEFA)

Legacy Advisors, LLC reduced to a holding in iShares Core MSCI EAFE ETF by 64.26%. The sale prices were between $58.56 and $65.43, with an estimated average price of $62.77. The stock is now traded at around $66.12. The impact to a portfolio due to this sale was -0.31%. Legacy Advisors, LLC still held 3,800 shares as of .

Reduced: Technology Select Sector SPDR Fund (XLK)

Legacy Advisors, LLC reduced to a holding in Technology Select Sector SPDR Fund by 20.14%. The sale prices were between $78.28 and $91.92, with an estimated average price of $85.83. The stock is now traded at around $97.12. The impact to a portfolio due to this sale was -0.28%. Legacy Advisors, LLC still held 18,352 shares as of .

Reduced: Vanguard Total Stock Market ETF (VTI)

Legacy Advisors, LLC reduced to a holding in Vanguard Total Stock Market ETF by 25.52%. The sale prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $168.76. The impact to a portfolio due to this sale was -0.24%. Legacy Advisors, LLC still held 6,109 shares as of .



Here is the complete portfolio of Legacy Advisors, LLC. Also check out:

1. Legacy Advisors, LLC's Undervalued Stocks
2. Legacy Advisors, LLC's Top Growth Companies, and
3. Legacy Advisors, LLC's High Yield stocks
4. Stocks that Legacy Advisors, LLC keeps buying