Asset Management

Highest cumulative return (1m/3m/6m/12m):
Brian Bedell  ? 
Highest cumulative return denotes the analyst with the highest cumulative return in a specified industry/sector or at a given research firm for a defined period of time.
Highest total return (1m/3m/6m/12m):
Brian Bedell  ? 
Highest total return denotes the analyst with the highest total return in a specified industry/sector or at a given research firm for a defined period of time.
Analyst
An analyst is a professional research analyst or an Investor Wand user who issued a recommendation for a given company.
Symbol
A symbol is a stock exchange ticker for a given company.
Signal
Signal is a recommendation issued by an analyst. Investor Wand considers two types of recommendations: BUY and SELL.
Signal Date
A signal date is a date when a BUY or SELL recommendation was issued for given security.
Initial Price
Initial Price is the first closing price for a specified company upon recommendation release. If the recommendation is issued in after-market hours, the Initial Price is the next day’s closing price (for a given symbol). In case of dividend distributions and stock splits, Initial Price is adjusted.
Price Target
A Price Target is an analyst’s projection of a company’s stock price by the end of the recommendation period. It represents the price at which the analyst would exit his or her existing position.
Closing Date
Closing Date is the expiration date of a recommendation. The validity timeframe of a professional analyst’s recommendation is 12 months. Investor Wand analysts can set their recommendation timeframe to one, three, six, or 12 months.
Return
The return on a single open recommendation is calculated as the maximum of the current return (based on the latest closing price) and the target price return, if the symbol reached the target. The return on a single closed recommendation is calculated as the maximum of the return on the closing date (at the end of recommendation timeframe) and the target price return, if the stock hit the target price. The return is adjusted for one-time events (e.g., stock splits).
Brian Bedell LM Buy   Oct 11, '18     38.00  Oct 11, '19  N/A 
Marty Mosby BK Buy   Oct 09, '18     62.00  Oct 09, '19  N/A 
William Katz FII Sell   Oct 09, '18     21.00  Oct 09, '19  N/A 
William Katz CG Buy   Oct 09, '18     33.50  Oct 09, '19  N/A 
William Katz KKR Buy   Oct 09, '18     33.50  Oct 09, '19  N/A 
William Katz AMG Buy   Oct 09, '18     195.00  Oct 09, '19  N/A 
William Katz BLK Buy   Oct 09, '18     550.00  Oct 09, '19  N/A 
Alexander Paris AMG Buy   Oct 08, '18     200.00  Oct 08, '19  N/A 
Brennan Hawken BLK Buy   Oct 08, '18     565.00  Oct 08, '19  N/A 
Ken Worthington BLK Buy   Oct 08, '18     592.00  Oct 08, '19  N/A 
Brian Bedell EV Buy   Oct 04, '18     64.00  Oct 04, '19  N/A 
Brian Bedell AMG Buy   Oct 04, '18     187.00  Oct 04, '19  N/A 
Brian Bedell IVZ Buy   Sep 27, '18     30.00  Sep 27, '19  N/A 
John Nadel AMP Buy   Sep 27, '18     204.00  Sep 27, '19  N/A 
Michael Carrier BX Buy   Sep 24, '18     46.00  Sep 24, '19  N/A 
Devin Ryan BX Buy   Sep 24, '18     43.00  Sep 24, '19  N/A 
Ken Worthington IVZ Buy   Sep 24, '18     29.00  Sep 24, '19  N/A 
William Katz BX Buy   Sep 24, '18     47.50  Sep 24, '19  N/A 
Glenn Greene SEIC Buy   Sep 21, '18     70.00  Sep 21, '19  N/A 
Ken Worthington BX Buy   Sep 20, '18     45.00  Sep 20, '19  N/A 
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