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.
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
| Top 25% |
0yr StockAlpha
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Fundamental & Technical Factor Exposure
WHEATLAND ADVISORS Since Last Filing Return Details
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FEATURED IN
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
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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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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...
Unlock Full Investment Process Description
WHEATLAND ADVISORS Portfolio Concentration
WHEATLAND ADVISORS Location
WHEATLAND ADVISORS Contact Information
Phone Number:
Fax Number:
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Disclaimer
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