Investment Brokerage - National

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).
Craig Siegenthaler LPLA Buy   Oct 25, '19     98.00  Oct 25, '20  N/A 
William Katz LPLA Buy   Oct 25, '19     93.00  Oct 25, '20  N/A 
Patrick O'Shaughnessy ETFC Buy   Oct 18, '19     47.00  Oct 18, '20  N/A 
Brennan Hawken ETFC Buy   Oct 18, '19     47.00  Oct 18, '20  N/A 
Brennan Hawken MS Buy   Oct 17, '19     53.00  Oct 17, '20  N/A 
Jeff Harte MS Buy   Oct 10, '19     48.00  Oct 10, '20  N/A 
Daniel Fannon ETFC Buy   Oct 10, '19     44.00  Oct 10, '20  N/A 
Patrick O'Shaughnessy SCHW Buy   Jun 25, '19     46.00  Jun 25, '20  N/A 
Patrick O'Shaughnessy ETFC Buy   Jun 25, '19     57.00  Jun 25, '20  N/A 
Patrick O'Shaughnessy AMTD Buy   Jun 25, '19     60.00  Jun 25, '20  N/A 
Brennan Hawken SCHW Sell   Jun 24, '19     37.00  Jun 24, '20  N/A 
Brennan Hawken AMTD Buy   Jun 24, '19     56.00  Jun 24, '20  N/A 
Ken Worthington SCHW Buy   Jun 21, '19     44.00  Jun 21, '20  N/A 
Chris Kotowski MS Buy   Mar 26, '19     61.00  Mar 26, '20  N/A 
Ken Worthington CME Sell   Mar 22, '19     150.00  Mar 22, '20  N/A 
Alexander Paris JMP Buy   Mar 21, '19     6.00  Mar 21, '20  N/A 
Michael Grondahl PJC Buy   Mar 20, '19     89.00  Mar 20, '20  N/A 
Brian Bedell SCHW Buy   Mar 15, '19     53.00  Mar 15, '20  N/A 
William Katz LPLA Buy   Mar 06, '19     100.00  Mar 06, '20  N/A 
Brennan Hawken SCHW Sell   Feb 20, '19     42.00  Feb 20, '20  N/A 
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