Asset Management

Highest cumulative return (1m/3m/6m/12m):
Suneet Kamath  ? 
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):
William Katz  ? 
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 Lee WETF Sell   Aug 13, '17     9.25  Aug 13, '18  N/A 
Craig Siegenthaler AMG Buy   Aug 11, '17     223.00  Aug 11, '18  N/A 
Frederick Cannon OAK Buy   Aug 11, '17     53.00  Aug 11, '18  N/A 
Richard Shane PNNT Buy   Aug 09, '17       Aug 09, '18  N/A 
William Katz FII Sell   Aug 08, '17     22.00  Aug 08, '18  N/A 
Chris Kotowski FDUS Buy   Aug 04, '17     18.00  Aug 04, '18  N/A 
Eduardo Seda APAM Buy   Aug 04, '17     37.00  Aug 04, '18  N/A 
Michael Diana TCRD Buy   Aug 04, '17     11.50  Aug 04, '18  N/A 
Robert Dodd HRZN Sell   Aug 03, '17       Aug 03, '18  N/A 
John Hecht TCAP Buy   Aug 03, '17     18.00  Aug 03, '18  N/A 
Suneet Kamath AMP Buy   Aug 02, '17     166.00  Aug 02, '18  N/A 
Daniel Fannon WETF Buy   Aug 02, '17     14.00  Aug 02, '18  N/A 
Chris Kotowski SUNS Buy   Aug 02, '17     18.00  Aug 02, '18  N/A 
Michael Diana SUNS Buy   Aug 02, '17     18.50  Aug 02, '18  N/A 
Ryan Krueger AMP Buy   Jul 27, '17     155.00  Jul 27, '18  N/A 
Robert Lee AB Buy   Jul 27, '17     28.00  Jul 27, '18  N/A 
Craig Siegenthaler BX Buy   Jul 21, '17     46.00  Jul 21, '18  N/A 
Brian Bedell BK Buy   Jul 21, '17     60.00  Jul 21, '18  N/A 
Michael Carrier BK Sell   Jul 21, '17     52.00  Jul 21, '18  N/A 
Chris Kotowski KKR Buy   Jul 14, '17     27.00  Jul 14, '18  N/A 
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