WHEATLAND ADVISORS INC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 109,953
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/6/2014 | 84 | 109,953 | 13F-HR | WHEATLAND ADVISORS INC |
| Q1 2014 | 5/7/2014 | 85 | 97,914 | 13F-HR | WHEATLAND ADVISORS INC |
| Q4 2013 | 3/27/2014 | 81 | 95,382 | 13F-HR | WHEATLAND ADVISORS INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109.7 K | 99.8% | 11.78 K | 0 | 11.78 K |
| Other | 255 | 0.2% | 255 | 0 | 255 |
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Fund Snapshot
Q2 2014
Latest filed
8/6/2014
Total value ($000)
109,953
Holdings
84
QoQ value change ($000)
12,039
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.