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Legacy Capital Partners, Inc. Current Holdings: USA ETF

Legacy Capital Partners, Inc. current holdings: USA ETF

Legacy Capital Partners, Inc. reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 7 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are BIV, BSV, DNP.

  • BIV: Country of operation —; Class BNDFND; Shares 10,848; Value $951,000.
  • BSV: Country of operation —; Class BNDFND; Shares 7,112; Value $575,000.
  • DNP: Country of operation —; Class COM; Shares 55,300; Value $568,000.
  • GDX: Country of operation —; Class COM; Shares 15,410; Value $408,000.

Form 13F-HR as filed (SEC CIK 1450558): quarter ended 2016-09-30, filed 2016-11-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
BIV
Vanguard Intermediate-Term Bon
BNDFND10,848$951,0002016-09-302016-11-07
BSV
Vanguard Short-Term Bond ETF
BNDFND7,112$575,0002016-09-302016-11-07
DNP
DNP Select Income Fund
COM55,300$568,0002016-09-302016-11-07
GDX
Vaneck Vectors ETF Tr Gold Min
COM15,410$408,0002016-09-302016-11-07
BABA
Alibaba Group Holding Limited
COM3,675$389,0002016-09-302016-11-07
VTI
Vanguard Total Stock Market
COM2,811$313,0002016-09-302016-11-07
USMV
iShares MSCI USA Minimum Volat
COM4,995$227,0002016-09-302016-11-07

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