$156 Million is the total value of Legacy Capital Partners, Inc.'s 114 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COPY | Exit | Itus Corp | $0 | – | -25,000 | -100.0% | -0.00% | – |
| SYNC | Exit | Synacor, Inc. | $0 | – | -10,300 | -100.0% | -0.01% | – |
| CWCO | Exit | Consolidated Water Co. Ltd. | $0 | – | -12,500 | -100.0% | -0.10% | – |
| GOOG | Exit | Google, Inc. nonvoting shares | $0 | – | -350 | -100.0% | -0.14% | – |
| STJ | Exit | St. Jude Medical Inc. | $0 | – | -3,720 | -100.0% | -0.15% | – |
| GSK | Exit | Glaxosmithkline PLC | $0 | – | -5,750 | -100.0% | -0.18% | – |
| VXX | Exit | Barclays Bank Ipath S&P Futurealt | $0 | – | -10,121 | -100.0% | -0.21% | – |
| WAG | Exit | Walgreen Co. | $0 | – | -7,450 | -100.0% | -0.29% | – |
| TBT | Exit | ProShares UltraShort Lehman 20alt | $0 | – | -10,122 | -100.0% | -0.38% | – |
| NOV | Exit | National-Oilwell Inc. | $0 | – | -10,400 | -100.0% | -0.53% | – |
| KLAC | Exit | KLA-Tencor Corp. | $0 | – | -14,556 | -100.0% | -0.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 36 | Q1 2022 | 9.5% |
| INTEL CORP COM | 36 | Q1 2022 | 3.5% |
| JOHNSON & JOHNSON COM | 36 | Q1 2022 | 3.1% |
| ACCENTURE PLC IRELAND SHS CLASS A | 36 | Q1 2022 | 3.6% |
| Bank of Montreal | 36 | Q1 2022 | 2.9% |
| VERIZON COMMUNICATIONS INC COM | 36 | Q1 2022 | 3.1% |
| PROCTER & GAMBLE CO COM | 36 | Q1 2022 | 3.0% |
| COCA COLA CO COM | 36 | Q1 2022 | 3.3% |
| FISERV INC COM | 36 | Q1 2022 | 3.2% |
| AbbVie Inc. Common Stock | 36 | Q1 2022 | 3.5% |
View Legacy Capital Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-07-13 |
| 13F-HR | 2021-04-20 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-13 |
| 13F-HR | 2020-07-07 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-01-14 |
View Legacy Capital Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.