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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 QS ENERGY INC 2,644,020 1,764 0.27%
2 POWERSHARES ETF TR II 654,033 13,238 2.02%
3 ASSOCIATED BANC CORP 474,238 8,261 1.26%
4 ISHARES TR 458,386 17,272 2.64%
5 SPDR INDEX SHS FDSDJ GLB RL ES ETF 447,924 19,856 3.03%
6 POWERSHARES ETF TR II 441,885 6,390 0.98%
7 KIMBERLY CLARK CORP 325,955 35,063 5.35%
8 VANGUARD INTL EQUITY INDEX F 306,577 12,787 1.95%
9 ISHARES TR 264,858 29,201 4.46%
10 ISHARES TR 255,025 12,963 1.98%
11 POWERSHARES ETF TRUST 254,465 22,373 3.42%
12 POWERSHARES ETF TR II 224,599 6,392 0.98%
13 FIRST TR LRGE CP CORE ALPHA 192,485 8,375 1.28%
14 RYDEX ETF TRUST 169,336 12,834 1.96%
15 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 156,496 3,493 0.53%
16 US BANCORP DEL 154,716 6,472 0.99%
17 EGA EMERGING GLOBAL SHS TR 147,957 3,291 0.50%
18 GUGGENHEIM BULLETSHARES 2015 CORPORATE BOND ETF 144,274 3,137 0.48%
19 VANGUARD BD INDEX FDS 137,862 11,295 1.72%
20 DISCOVER FINL SVCS 134,563 8,665 1.32%
21 ISHARES 128,559 3,945 0.60%
22 CLAYMORE EXCHANGE TRD FD TR 118,796 2,704 0.41%
23 ORACLE CORP 117,518 4,499 0.69%
24 FISERV INC 113,525 7,338 1.12%
25 GENERAL ELECTRIC CO 104,243 2,671 0.41%
26 VANGUARD LONG TERM BOND ETF 99,142 8,946 1.37%
27 ISHARES MSCI BIC ETF 88,860 3,309 0.51%
28 WELLS FARGO & CO NEW 87,149 4,520 0.69%
29 CONSTELLATION BRANDS INC 86,332 7,525 1.15%
30 AES CORP 86,260 1,223 0.19%
31 HUNTINGTON BANCSHARES INC 86,000 837 0.13%
32 VANGUARD SCOTTSDALE FDS 80,294 7,188 1.10%
33 Spdr Ser Tr Nuveen Barcl 78,500 1,916 0.29%
34 ISHARES 20 YEAR TREASURY BOND ETF 75,617 8,792 1.34%
35 SELECT SECTOR SPDR TR 75,251 5,019 0.77%
36 ISHARES TR 69,734 13,825 2.11%
37 RYDEX ETF TRUST 69,011 3,649 0.56%
38 CELGENE CORP 68,516 6,494 0.99%
39 ISHARES TR 67,600 1,729 0.26%
40 MACYS INC 67,580 3,932 0.60%
41 ISHARES TR 64,336 8,797 1.34%
42 IShares TR 64,018 5,513 0.84%
43 VALERO ENERGY CORP NEW 63,725 2,949 0.45%
44 SPDR SERIES TRUST 62,665 3,680 0.56%
45 CSX CORP 62,120 1,992 0.30%
46 Ishares 2015 Amt-Free Muni Term Etf 58,620 3,098 0.47%
47 VIACOM INC NEW 57,058 4,390 0.67%
48 NABORS INDUSTRIES LTD 55,695 1,268 0.19%
49 FORD MTR CO DEL 55,200 816 0.12%
50 ISHARES TR 55,089 5,551 0.85%
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