There is insufficient data to calculate a profile for WHEATLAND ADVISORS INC. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.

WHEATLAND ADVISORS Overview

Wheatland Advisors Inc is an investment advisor that manages 139.6 MM dollars in regulatory AUM and has 2 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.

WHEATLAND ADVISORS StockAlpha

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Fundamental & Technical Factor Exposure

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WHEATLAND ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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WHEATLAND ADVISORS Founders and Key Employees

Name Title In Position Since
Richard P. Heilig President/Chief Compliance Officer December-1990

WHEATLAND ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

WHEATLAND ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Quantitative Analysis.Wheatland Advisors, Inc also utilizes a proprietary relative valuation model to identify undervalued...
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WHEATLAND ADVISORS Portfolio Concentration

WHEATLAND ADVISORS Location


WHEATLAND ADVISORS Contact Information

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