Asset Management

Highest cumulative return (1m/3m/6m/12m):
N/A  ? 
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):
N/A  ? 
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).
William Katz KKR Buy   Mar 20, '19     33.50  Mar 20, '20  N/A 
Brian Bedell BK Buy   Mar 15, '19     58.00  Mar 15, '20  N/A 
William Katz BEN Sell   Mar 14, '19     28.00  Mar 14, '20  N/A 
Richard Shane BKCC Sell   Mar 11, '19     5.50  Mar 11, '20  N/A 
Chris Kotowski FDUS Buy   Mar 01, '19     18.00  Mar 01, '20  N/A 
Craig Siegenthaler TROW Buy   Feb 27, '19     121.00  Feb 27, '20  N/A 
Chris Kotowski SUNS Buy   Feb 22, '19     18.00  Feb 22, '20  N/A 
Michael Diana SUNS Buy   Feb 22, '19     18.50  Feb 22, '20  N/A 
Chris Kotowski KKR Buy   Feb 22, '19     34.00  Feb 22, '20  N/A 
Chris Kotowski CG Buy   Feb 22, '19     31.00  Feb 22, '20  N/A 
Chris Kotowski BX Buy   Feb 22, '19     41.00  Feb 22, '20  N/A 
Robert Lee CNS Sell   Feb 20, '19     36.00  Feb 20, '20  N/A 
William Katz AB Buy   Feb 14, '19     34.00  Feb 14, '20  N/A 
Brennan Hawken BLK Buy   Feb 13, '19     485.00  Feb 13, '20  N/A 
William Katz CG Buy   Feb 13, '19     34.50  Feb 13, '20  N/A 
Craig Siegenthaler WDR Sell   Feb 06, '19     15.00  Feb 06, '20  N/A 
William Katz LM Buy   Feb 05, '19       Feb 05, '20  N/A 
John Nadel PFG Sell   Feb 05, '19     45.00  Feb 05, '20  N/A 
William Katz KKR Buy   Feb 04, '19     32.00  Feb 04, '20  N/A 
William Katz BX Buy   Feb 04, '19     43.50  Feb 04, '20  N/A 
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