Legacy Private Trust

Latest statistics and disclosures from Legacy Private Trust's latest quarterly 13F-HR filing:

  • As of March 31, 2013, Legacy Private Trust has $1.02M in assets under management (AUM). Assets under management grew from a total value of $0 to $1.02M.
  • Independent of market fluctuations, Legacy Private Trust was a net seller by $0 worth of stocks in the most recent quarter.

Legacy Private Trust portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Share Count Price Last Trade
Apple Computer 22.16 510 443.14 0.00
Autozone 12.65 325 396.92 0.00
MCK McKesson Corporation 7.94 750 108.00 117.24
CF CF Industries Holdings 7.45 400 190.00 190.43
VRX Valeant Pharmaceuticals Int 6.67 900 75.56 78.17
inv grd crp bd 6.67 633 107.42 0.00
Marathon Petroleum 5.29 600 90.00 0.00
Aflac 4.61 900 52.22 0.00
COP ConocoPhillips 4.12 700 60.00 63.80
Phillips 66 3.73 550 69.09 0.00
WMT Wal-Mart Stores 3.63 500 74.00 77.87
IVV iShares S&P; 500 Index 3.33 216 157.41 167.48
Actavis 3.14 350 91.43 0.00
ITE SPDR Barclays Capital Inter Term 2.94 500 60.00 60.54
UNH UnitedHealth 1.96 350 57.14 62.84
Bemis 1.57 400 40.00 0.00
Barclays Bk Plc ipath dynm vix 1.47 375 40.00 0.00
ORCL Oracle Corporation 0.69 210 33.33 35.16

Past 13F-HR SEC Filings for Legacy Private Trust

View All Filings for Legacy Private Trust