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 12/31/13 to 09/30/16. The fund's latest filing disclosed 106MM in positions, representing 76% of the manager's regulatory AUM.

WHEATLAND ADVISORS StockAlpha

+1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WHEATLAND ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.79% Tech 8.31% 0.24% 0 36%
MPC 3.64% Energy 22.81% 0.55% 0 13%
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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

144 EAST CHESTNUT ST
LANCASTER, Pennsylvania
UNITED STATES, 17602

WHEATLAND ADVISORS Contact Information

Phone Number: 717-299-6090
Fax Number: 717-299-6029
Website:

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