WHEATLAND ADVISORS INC

HTTP://WHEATLANDADVISORS.COM LANCASTER, PA Investment Advisor How do I update this listing?

Wheatland Advisors is based out of Lancaster. Wheatland Advisors is a large advisory firm with 168 clients and discretionary assets under management (AUM) of $159,455,058 (Form ADV from 2019-09-24). Their last reported 13F filing for Q3 2019 included $110,119,000 in managed 13F securities and a top 10 holdings concentration of 33.02%. Wheatland Advisors's largest holding is Microsoft Corp. with shares held of 45,041. Wheatland Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

Subscription Required

Equal-WT
WhaleScore

?

68

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $110.119 Million
  • Prior Market Value $132.515 Million
  • New Purchases1 stock
  • Additional Purchases2 stocks
  • Sold out of1 stock
  • Reduced holdings in69 stocks
  • Top 10 Holdings % 33.02 %
  • Turnover % [1]:2.04%
  • Turnover Alt % [2]: 23.01 %
  • Time Held Top20:15.55 quarters
  • Time Held Top10:11.80 quarters
  • Time Held All:18.28 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.63%
Performance Last 4 Quarters: -1.15%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WHEATLAND ADVISORS INC
500 OLDE HICKORY ROAD, SUITE 1
LANCASTER PA    17601
Country: United States

Business Phone: 717-299-6090
Fax: 717-299-6029
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 168
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

WHEATLAND ADVISORS INC

ownership team - last updated 2019-09-24
Name Title Start Date Direct/Indirect % Ownership
ORRSTOWN FINANCIAL SERVICES INC PARENT COMPANY 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC PARENT COMPANY direct 2016-12-01
REATH, ANDREW, C CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2018-03-01
BROBST, BARBARA, E PRESIDENT 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC PRESIDENT direct 2019-03-01

WHEATLAND ADVISORS INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
ORRSTOWN FINANCIAL SERVICES INC PARENT COMPANY 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC PARENT COMPANY direct 2016-12-01
REATH, ANDREW, C CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2018-03-01
BROBST, BARBARA, E PRESIDENT 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC PRESIDENT direct 2019-03-01

WHEATLAND ADVISORS INC

ownership team - last updated 2017-08-24
Name Title Start Date Direct/Indirect % Ownership
RUSSELL, SUSAN, ARLETTE CHIEF COMPLIANCE OFFICER 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2017-04-01
FAGUE, PHILIP, EDWARD PRESIDENT 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC CCO direct 2016-12-01
WHEATLAND ADVISORS INC PRESIDENT direct 2016-12-01
ORRSTOWN FINANCIAL SERVICES INC PARENT COMPANY 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WHEATLAND ADVISORS INC PARENT COMPANY direct 2016-12-01

WhaleScore history for WHEATLAND ADVISORS INC

You must have a subscription to view WhaleScore histories

Elevate your investments