Asset Management

Highest cumulative return (1m/3m/6m/12m):
William Katz  ? 
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).
Macrae Sykes CNS Buy   Apr 16, '18       Apr 16, '19  N/A 
Chris Kotowski CG Buy   Apr 15, '18     33.00  Apr 15, '19  N/A 
Chris Kotowski BX Buy   Apr 15, '18     41.00  Apr 15, '19  N/A 
Jeff Harte LAZ Buy   Apr 12, '18     66.00  Apr 12, '19  N/A 
Daniel Fannon WETF Buy   Apr 11, '18     12.50  Apr 11, '19  N/A 
Daniel Fannon IVZ Buy   Apr 11, '18     38.00  Apr 11, '19  N/A 
Daniel Fannon TROW Buy   Apr 11, '18     125.00  Apr 11, '19  N/A 
Daniel Fannon AMG Buy   Apr 11, '18     226.00  Apr 11, '19  N/A 
Robert Lee KKR Buy   Apr 11, '18     27.00  Apr 11, '19  N/A 
Robert Lee CG Buy   Apr 11, '18     28.00  Apr 11, '19  N/A 
Robert Lee BX Buy   Apr 11, '18     39.00  Apr 11, '19  N/A 
Robert Lee OAK Buy   Apr 11, '18     45.00  Apr 11, '19  N/A 
Ryan Krueger AMP Buy   Apr 11, '18     180.00  Apr 11, '19  N/A 
Christopher Donat SEIC Buy   Apr 10, '18     81.00  Apr 10, '19  N/A 
Robert Lee FII Sell   Apr 10, '18     34.00  Apr 10, '19  N/A 
Robert Lee CNS Sell   Apr 10, '18     36.00  Apr 10, '19  N/A 
Robert Lee IVZ Buy   Apr 10, '18     37.00  Apr 10, '19  N/A 
Robert Lee LM Buy   Apr 10, '18     48.00  Apr 10, '19  N/A 
Craig Siegenthaler KKR Buy   Apr 09, '18     30.00  Apr 09, '19  N/A 
Craig Siegenthaler BX Buy   Apr 09, '18     45.00  Apr 09, '19  N/A 
< previous123456789