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Institutional Investment Manager
Legacy Private Trust Co.
Legacy Private Trust Co. (CIK: 0001352547), located at 2 Neenah Center, Suite 501, Neenah, WI. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0001352547-14-000011) filed in 2014.10.14
#
Name
Shares
Value ($)
%
Options
Notes
1 YUM BRANDS INC 3,010 217 0.03%
2 Walgreens 11,575 686 0.10%
3 WESTLAKE CHEM CORP 12,920 1,119 0.17%
4 WELLS FARGO & CO NEW 6,840 355 0.05%
5 WELLS FARGO & CO NEW 87,149 4,520 0.69%
6 WAL-MART STORES INC 20,284 1,551 0.24%
7 VISA INC 2,262 483 0.07%
8 VIACOM INC NEW 57,058 4,390 0.67%
9 VERIZON COMMUNICATIONS INC 7,174 359 0.05%
10 VERIZON COMMUNICATIONS INC 54,921 2,746 0.42%
11 VANGUARD TAX-MANAGED FDS 1,000 40 0.01%
12 VANGUARD TAX-MANAGED FDS 18,110 720 0.11%
13 VANGUARD STAR FDS 12,476 636 0.10%
14 VANGUARD SCOTTSDALE FDS 1,190 107 0.02%
15 VANGUARD SCOTTSDALE FDS 970 83 0.01%
16 VANGUARD SCOTTSDALE FDS 80,294 7,188 1.10%
17 VANGUARD SCOTTSDALE FDS 22,722 1,949 0.30%
18 VANGUARD SCOTTSDALE FDS 770 61 0.01%
19 VANGUARD SCOTTSDALE FDS 3,584 286 0.04%
20 VANGUARD MORTG-BACK SEC ETF 6,700 352 0.05%
21 VANGUARD LONG TERM BOND ETF 450 41 0.01%
22 VANGUARD LONG TERM BOND ETF 99,142 8,946 1.37%
23 VANGUARD INTL EQUITY INDEX F 889 37 0.01%
24 VANGUARD INTL EQUITY INDEX F 306,577 12,787 1.95%
25 VANGUARD INDEX FDS 15,890 1,584 0.24%
26 VANGUARD INDEX FDS 28,959 2,932 0.45%
27 VANGUARD INDEX FDS 2,470 210 0.03%
28 VANGUARD INDEX FDS 3,050 309 0.05%
29 VANGUARD INDEX FDS 17,662 1,434 0.22%
30 VANGUARD BD INDEX FDS 365 31 0.00%
31 VANGUARD BD INDEX FDS 137,862 11,295 1.72%
32 VANGUARD BD INDEX FDS 2,335 197 0.03%
33 VALERO ENERGY CORP NEW 5,600 259 0.04%
34 VALERO ENERGY CORP NEW 63,725 2,949 0.45%
35 US BANCORP DEL 400 17 0.00%
36 US BANCORP DEL 154,716 6,472 0.99%
37 UNITEDHEALTH GROUP INC 6,935 598 0.09%
38 UNITED TECHNOLOGIES CORP 300 32 0.00%
39 UNITED TECHNOLOGIES CORP 12,396 1,309 0.20%
40 UNION PAC CORP 51,535 5,587 0.85%
41 UNION PAC CORP 2,880 312 0.05%
42 UNILEVER N V 5,109 203 0.03%
43 UGI CORP NEW 8,555 292 0.04%
44 TYSON FOODS INC 21,375 842 0.13%
45 TRINITY INDS INC 31,790 1,485 0.23%
46 TRAVELERS COMPANIES INC 24,452 2,297 0.35%
47 TRAVELERS COMPANIES INC 3,755 353 0.05%
48 TORCHMARK CORP COM 54,404 2,849 0.43%
49 TORCHMARK CORP COM 3,375 177 0.03%
50 TJX COS INC NEW 23,536 1,393 0.21%
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