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 03/31/19. The fund's latest filing disclosed 131MM in positions, representing 94% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/19. The fund's latest filing disclosed 131MM in positions, representing 94% of the manager's regulatory AUM.
WHEATLAND ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WHEATLAND ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.85% | Tech | 14.43% | 0.51% | 0 | 46% | ||
| MPC | 3.93% | Energy | -17.81% | -0.44% | 0 | 19% | ||
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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
| 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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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
144 EAST CHESTNUT ST
LANCASTER, Pennsylvania
UNITED STATES, 17602
LANCASTER, Pennsylvania
UNITED STATES, 17602
WHEATLAND ADVISORS Contact Information
Phone Number: 717-299-6090
Fax Number: 717-299-6029
Website: http://wheatlandadvisors.com
Fax Number: 717-299-6029
Website: http://wheatlandadvisors.com
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