$78.5 Million is the total value of WHEATLAND ADVISORS INC's 88 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -10,645 | -100.0% | -0.14% | – |
| FCX | Exit | FREEPORT-MCMORAN INC | $0 | – | -16,458 | -100.0% | -0.14% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTD | $0 | – | -11,201 | -100.0% | -0.18% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -1,318 | -100.0% | -0.18% | – |
| ABB | Exit | ABB LTD | $0 | – | -10,400 | -100.0% | -0.19% | – |
| BKR | Exit | BAKER HUGHES A GE CO | $0 | – | -10,500 | -100.0% | -0.22% | – |
| CSX | Exit | CSX CORP | $0 | – | -3,600 | -100.0% | -0.23% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -3,412 | -100.0% | -0.25% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -2,237 | -100.0% | -0.25% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -11,500 | -100.0% | -0.52% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -4,500 | -100.0% | -1.19% | – |
| BBT | Exit | BB&T CORP | $0 | – | -65,927 | -100.0% | -3.20% | – |
| HRS | Exit | HARRIS CORP DEL | $0 | – | -18,842 | -100.0% | -3.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
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.