Asset Management

Highest cumulative return (1m/3m/6m/12m):
Jeff Harte  ? 
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):
Mark Dwelle  ? 
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).
Craig Siegenthaler BLK Buy   Sep 14, '18     665.00  Sep 14, '19  N/A 
Ken Worthington BEN Sell   Sep 06, '18     29.00  Sep 06, '19  N/A 
Brian Bedell TROW Buy   Aug 16, '18     135.00  Aug 16, '19  N/A 
William Katz AMG Buy   Aug 08, '18       Aug 08, '19  N/A 
Chris Kotowski SUNS Buy   Aug 07, '18     18.00  Aug 07, '19  N/A 
Michael Diana SUNS Buy   Aug 07, '18     18.50  Aug 07, '19  N/A 
Chris Kotowski FDUS Buy   Aug 03, '18     18.00  Aug 03, '19  N/A 
Jeff Harte EVR Buy   Aug 02, '18     129.00  Aug 02, '19  N/A 
William Katz CG Buy   Aug 02, '18     32.00  Aug 02, '19  N/A 
Casey Alexander HRZN Sell   Aug 01, '18       Aug 01, '19  N/A 
Michael Diana HRZN Buy   Aug 01, '18     12.00  Aug 01, '19  N/A 
Brian Bedell AMG Buy   Jul 31, '18     202.00  Jul 31, '19  N/A 
William Katz KKR Buy   Jul 31, '18     34.00  Jul 31, '19  N/A 
William Katz WETF Sell   Jul 31, '18     7.00  Jul 31, '19  N/A 
Robert Lee AMG Buy   Jul 30, '18     191.00  Jul 30, '19  N/A 
Alexander Paris AMG Buy   Jul 30, '18     200.00  Jul 30, '19  N/A 
Craig Siegenthaler IVZ Buy   Jul 27, '18     37.00  Jul 27, '19  N/A 
Mark Dwelle PFG Buy   Jul 27, '18     67.00  Jul 27, '19  N/A 
Craig Siegenthaler KKR Buy   Jun 22, '18     32.00  Jun 22, '19  N/A 
Craig Siegenthaler IVZ Buy   Jun 21, '18     41.00  Jun 21, '19  N/A 
< previous123456789