WHITENER CAPITAL MANAGEMENT, INC.

HTTP://WWW.WHITENERCAPITAL.COM/ ROCKY MOUNT, NC Investment Advisor How do I update this listing?

Whitener Capital Management is based out of Rocky Mount. Whitener Capital Management is a large advisory firm with 497 clients and discretionary assets under management (AUM) of $247,007,551 (Form ADV from 2020-03-19). Their last reported 13F filing for Q1 2020 included $154,624,000 in managed 13F securities and a top 10 holdings concentration of 43.51%. Whitener Capital Management's largest holding is Apple Inc with shares held of 46,269. Whalewisdom has at least 10 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $154.624 Million
  • Prior Market Value $192.843 Million
  • New Purchases4 stocks
  • Additional Purchases59 stocks
  • Sold out of27 stocks
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 43.51 %
  • Turnover % [1]:26.96%
  • Turnover Alt % [2]: 11.47 %
  • Time Held Top20:7.25 quarters
  • Time Held Top10:7.30 quarters
  • Time Held All:8.48 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 2020-05-15

Performance for Q1 2020: -12.02%
Performance Last 4 Quarters: 0.32%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WHITENER CAPITAL MANAGEMENT, INC
3993 SUNSET AVENUE
ROCKY MOUNT NC    27804
Country: United States

Business Phone: 252-972-8908
Fax: 252-972-7793
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NC
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 497
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WHITENER CAPITAL MANAGEMENT, INC

ownership team - last updated 2020-03-19
Name Title Start Date Direct/Indirect % Ownership

WHITENER CAPITAL MANAGEMENT, INC

ownership team - last updated 2019-09-11
Name Title Start Date Direct/Indirect % Ownership
SANFORD, RICHARD, LEE CHIEF COMPLIANCE OFFICER/CHAIRMAN 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-04-01
WHITENER CAPITAL MANAGEMENT, INC CHIEF COMPLIANCE OFFICER/CHAIRMAN direct 2009-12-01
BURWELL, WALTER, BRODIE SECRETARY 07/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC SECRETARY direct 1989-07-01
HILL, ANGELA, RHODES VICE PRESIDENT 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01

WHITENER CAPITAL MANAGEMENT, INC

ownership team - last updated 2019-06-03
Name Title Start Date Direct/Indirect % Ownership
BURWELL, WALTER, BRODIE SECRETARY 07/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC SECRETARY direct 1989-07-01
SANFORD, RICHARD, LEE CHIEF COMPLIANCE OFFICER/CHAIRMAN 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-04-01
WHITENER CAPITAL MANAGEMENT, INC CHIEF COMPLIANCE OFFICER/CHAIRMAN direct 2009-12-01
HILL, ANGELA, RHODES VICE PRESIDENT 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01

WHITENER CAPITAL MANAGEMENT, INC

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
BURWELL, WALTER, BRODIE SECRETARY 07/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC SECRETARY direct 1989-07-01
DANIELS, LINDA, COLLIER SENIOR VICE PRESIDENT 10/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC SENIOR VICE PRESIDENT direct 1992-10-01
SANFORD, RICHARD, LEE CHIEF COMPLIANCE OFFICER/CHAIRMAN 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-04-01
WHITENER CAPITAL MANAGEMENT, INC CHIEF COMPLIANCE OFFICER/CHAIRMAN direct 2009-12-01
HILL, ANGELA, RHODES VICE PRESIDENT 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01

WHITENER CAPITAL MANAGEMENT, INC

ownership team - last updated 2017-10-10
Name Title Start Date Direct/Indirect % Ownership
BURWELL, WALTER, BRODIE SECRETARY 07/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC SECRETARY direct 1989-07-01
DANIELS, LINDA, COLLIER SENIOR VICE PRESIDENT 10/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC SENIOR VICE PRESIDENT direct 1992-10-01
SANFORD, RICHARD, LEE CHIEF COMPLIANCE OFFICER/CHAIRMAN 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-04-01
WHITENER CAPITAL MANAGEMENT, INC CHIEF COMPLIANCE OFFICER/CHAIRMAN direct 2009-12-01
HILL, ANGELA, RHODES VICE PRESIDENT 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITENER CAPITAL MANAGEMENT, INC VICE PRESIDENT direct 2004-02-01

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