$110 Million is the total value of WHEATLAND ADVISORS INC's 98 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WTR | Buy | AQUA AMERICA INC | $728,000 | +8.3% | 16,247 | +0.0% | 0.66% | +30.4% |
ABBV | Buy | ABBVIE INC | $576,000 | +4.2% | 7,613 | +0.1% | 0.52% | +25.4% |
HSY | New | HERSHEY CO | $204,000 | – | 1,318 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 27 | Q2 2020 | 12.2% |
MARATHON PETROLEUM | 27 | Q2 2020 | 5.3% |
AT&T INC | 27 | Q2 2020 | 4.8% |
CISCO SYS INC | 27 | Q2 2020 | 4.2% |
ROYAL DUTCH SHELL PLC | 27 | Q2 2020 | 3.5% |
BAXTER INTL INC | 27 | Q2 2020 | 3.9% |
3M COMPANY | 27 | Q2 2020 | 2.9% |
CONOCOPHILLIPS | 27 | Q2 2020 | 3.8% |
LILLY ELI & COMPANY | 27 | Q2 2020 | 3.2% |
PEPSICO INC | 27 | Q2 2020 | 2.9% |
View WHEATLAND ADVISORS INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-07-28 |
13F-HR | 2020-05-08 |
13F-HR | 2020-02-12 |
13F-HR | 2019-11-08 |
13F-HR | 2019-08-07 |
13F-HR | 2019-04-30 |
13F-HR | 2019-02-12 |
13F-HR | 2018-10-23 |
13F-HR | 2018-08-02 |
13F-HR | 2018-05-10 |
View WHEATLAND ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.