Asset Management

Highest cumulative return (1m/3m/6m/12m):
Frederick Cannon  ? 
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):
Ryan Krueger  ? 
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).
Robert Dodd TCAP Sell   Oct 17, '17       Oct 17, '18  N/A 
Brian Bedell LM Buy   Oct 17, '17     44.00  Oct 17, '18  N/A 
Brian Bedell EV Buy   Oct 17, '17     57.00  Oct 17, '18  N/A 
Alexander Blostein KKR Buy   Oct 16, '17       Oct 16, '18  N/A 
Craig Siegenthaler BLK Buy   Oct 12, '17     612.00  Oct 12, '18  N/A 
Christopher Harris IVZ Buy   Oct 11, '17     40.00  Oct 11, '18  N/A 
Daniel Fannon WETF Buy   Oct 10, '17     14.00  Oct 10, '18  N/A 
Daniel Fannon LM Buy   Oct 10, '17     49.00  Oct 10, '18  N/A 
Mark Dwelle PFG Buy   Oct 09, '17     74.00  Oct 09, '18  N/A 
Alexander Paris AMG Buy   Oct 04, '17     215.00  Oct 04, '18  N/A 
Craig Siegenthaler AMG Buy   Oct 03, '17     218.00  Oct 03, '18  N/A 
Craig Siegenthaler BEN Sell   Oct 03, '17     40.00  Oct 03, '18  N/A 
Alexander Blostein TROW Buy   Sep 28, '17     100.00  Sep 28, '18  N/A 
Alexander Blostein BLK Buy   Sep 28, '17     500.00  Sep 28, '18  N/A 
Robert Lee LM Buy   Sep 28, '17     47.00  Sep 28, '18  N/A 
Robert Lee CG Buy   Sep 28, '17     25.00  Sep 28, '18  N/A 
Robert Lee BX Buy   Sep 28, '17     37.00  Sep 28, '18  N/A 
Robert Lee KKR Buy   Sep 28, '17     25.00  Sep 28, '18  N/A 
Daniel Fannon IVZ Buy   Sep 25, '17     41.00  Sep 25, '18  N/A 
Daniel Fannon AMG Buy   Sep 25, '17     200.00  Sep 25, '18  N/A 
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