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 480 clients and discretionary assets under management (AUM) of $170,025,000 (Form ADV from 2019-09-11). Their last reported 13F filing for Q3 2019 included $182,046,000 in managed 13F securities and a top 10 holdings concentration of 35.27%. Whitener Capital Management's largest holding is Apple Inc with shares held of 45,067. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $182.223 Million
  • Prior Market Value $175.774 Million
  • New Purchases44 stocks
  • Additional Purchases121 stocks
  • Sold out of33 stocks
  • Reduced holdings in71 stocks
  • Top 10 Holdings % 35.24 %
  • Turnover % [1]:15.04%
  • Turnover Alt % [2]: 3.43 %
  • Time Held Top20:5.90 quarters
  • Time Held Top10:5.90 quarters
  • Time Held All:5.59 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 2019-11-14

Performance for Q3 2019: 8.04%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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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)

View Last Form Adv Compilation Report on Record

WHITENER CAPITAL MANAGEMENT, INC
105 CANDLEWOOD ROAD
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: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 480
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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Form 4 - Recent Insider Transactions

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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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