Asset Management

Highest cumulative return (1m/3m/6m/12m):
Glenn Greene  ? 
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):
Daniel Fannon  ? 
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 dayís 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 analystís projection of a companyís 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 analystís 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).
Sean Dargan PFG Buy   Dec 07, '17     79.00  Dec 07, '18  N/A 
Mickey Schleien CSWC Buy   Nov 30, '17     19.00  Nov 30, '18  N/A 
Craig Siegenthaler WDR Sell   Nov 13, '17       Nov 13, '18  N/A 
Craig Siegenthaler BEN Sell   Nov 13, '17       Nov 13, '18  N/A 
Robert Lee LM Buy   Nov 10, '17     46.00  Nov 10, '18  N/A 
Daniel Fannon LM Buy   Nov 10, '17       Nov 10, '18  N/A 
Michael Diana TCRD Buy   Nov 10, '17     11.50  Nov 10, '18  N/A 
Michael Diana SUNS Buy   Nov 06, '17     18.50  Nov 06, '18  N/A 
Mickey Schleien TICC Buy   Nov 06, '17     6.50  Nov 06, '18  N/A 
Chris Kotowski SUNS Buy   Nov 03, '17     18.00  Nov 03, '18  N/A 
Chris Kotowski FDUS Buy   Nov 03, '17     18.00  Nov 03, '18  N/A 
Bryce Rowe TCAP Buy   Nov 03, '17     12.00  Nov 03, '18  N/A 
Daniel Fannon IVZ Buy   Nov 03, '17     42.00  Nov 03, '18  N/A 
Michael Diana HRZN Buy   Nov 01, '17     12.00  Nov 01, '18  N/A 
Chris Kotowski CG Buy   Oct 31, '17       Oct 31, '18  N/A 
William Katz WETF Buy   Oct 30, '17     15.00  Oct 30, '18  N/A 
William Katz AB Buy   Oct 26, '17     31.00  Oct 26, '18  N/A 
Chris Kotowski KKR Buy   Oct 26, '17     28.00  Oct 26, '18  N/A 
Glenn Greene SEIC Buy   Oct 25, '17     67.00  Oct 25, '18  N/A 
Thomas Mccrohan SEIC Buy   Oct 20, '17     65.00  Oct 20, '18  N/A 
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