Dowling & Partners Securities, LLC

Cumulative Return (1m/3m/6m/12m):
N/A  ? 
Cumulative return is the sum of returns on all recommendations issued by a specific analyst or a research firm in a specified period of time.
Total Return (1m/3m/6m/12m):
N/A  ? 
Total Return is a composite return on all recommendations issued by a research analyst or firm. It is calculated as the average of all returns on an analyst's or firm's individual recommendations.
Highest cumulative return (1m/3m/6m/12m):
Ryan Krueger  ? 
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.
Buy/Sell Mix (1m/3m/6m/12m):
100%/0%
 ? 
Buy/sell mix the percentage mix between Buy and Sell recommendations for a given company or a research firm. Hold recommendations are excluded.
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).
Ryan Krueger PRU Buy   Sep 11, '17     118.00  Sep 11, '18  N/A 
Ryan Krueger VOYA Buy   Aug 31, '17     50.00  Aug 31, '18  N/A 
Ana Gupte THC Buy   Aug 18, '17     23.00  Aug 18, '18  N/A 
Ryan Krueger AMP Buy   Jul 27, '17     155.00  Jul 27, '18  N/A 
Ryan Krueger VOYA Buy   Jul 25, '17     50.00  Jul 25, '18  N/A 
Ana Gupte MGLN Buy   Jun 23, '17     73.00  Jun 23, '18  N/A 
Ryan Krueger AMP Buy   Jun 23, '17     147.00  Jun 23, '18  N/A 
Ryan Krueger VOYA Buy   Jun 23, '17     50.00  Jun 23, '18  N/A 
Ana Gupte WCG Buy   Jun 22, '17     225.00  Jun 22, '18  N/A 
Ryan Krueger MET Buy   May 19, '17     59.00  May 19, '18  N/A 
Ana Gupte UNH Buy   May 17, '17       May 17, '18  N/A 
Ana Gupte HUM Buy   Jan 23, '17     250.00  Jan 23, '18  N/A 
Ana Gupte CNC Buy   May 11, '16   57.35    May 11, '17  N/A 
Ana Gupte CI Buy   Jan 22, '16   137.86  175.00  Jan 22, '17  5.01% 
Ana Gupte UNH Buy   Nov 20, '15   111.00  150.00  Nov 20, '16  34.64% 
Ryan Krueger PRU Buy   Nov 12, '15   81.62  101.00  Nov 12, '16  19.98% 
Ana Gupte ACHC Buy   Nov 09, '15   71.27  100.00  Nov 09, '16  -45.39% 
Ana Gupte HUM Buy   Nov 09, '15   176.50  230.00  Nov 09, '16  1.43% 
Ana Gupte MOH Buy   Nov 02, '15   64.96  105.00  Nov 02, '16  -16.96% 
Ana Gupte AET Buy   Oct 30, '15   113.75  160.00  Oct 30, '16  -5.59% 
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