DAVENPORT

Date Performance
01/15/2010 0.51% (Show Details)
12/30/2009 (0.44)% (Show Details)
12/15/2009 (2.31)% (Show Details)
11/30/2009 (5.15)% (Show Details)
11/13/2009 (4.70)% (Show Details)

Performance of Brokerage Upgrades/Downgrades that are/were active on 01/15/2010

How Performance is calculated

Performance is calculated by taking the list of active stock coverage ratings as of the desired date. coverages rated as

  • "ABOVE AVERAGE"
  • "ACCUMULATE"
  • "ADD"
  • "AGGRESSIVE BUY"
  • "BUY"
  • "GRADUALLY ACCUMULATE"
  • "LONG-TERM BUY"
  • "MARKET OUTPERFORM"
  • "MKT OUTPERFORM"
  • "OUTPERFORM"
  • "OVER-WEIGHT"
  • "OVERWEIGHT"
  • "PERFORM"
  • "POSITIVE"
  • "SECTOR OUTPERFORM"
  • "SPECULATIVE BUY"
  • "STRONG BUY"
  • "THEMATIC OPPORTUNITY"
  • "TOP PICK"
are treated as longs. The stock price at 09/30/2009 Minus the stock price at the date coverage is initiated All ratings are treated equally. No extra weighting is given to "Strong Buy" vs "Buy" for example.

Coverages rated as

  • "UNDERPERFORM"
  • "AVOID"
  • "BELOW AVERAGE"
  • "MARKET UNDERPERFORM"
  • "MKT UNDERPERFORM"
  • "NEGATIVE"
  • "REDUCE"
  • "REDUCE/SELL"
  • "REDUCE/SELL"
  • "SECTOR UNDERPERFORM"
  • "SELL"
  • "SELL SHORT"
  • "SHORT"
  • "STRONG SELL"
  • "UNDER PERFORM"
  • "UNDER-WEIGHT"
  • "UNDERPERFORM"
  • "UNDERWEIGHT"
are treated as shorts. The stock price at the date coverage is initiated Minus the stock price at 09/30/2009

Coverages rated as

  • "EQUAL-WEIGHT"
  • "AVERAGE"
  • "BUY<B> &#187; REDUCE/SELL</B>"
  • "EQUAL WEIGHT"
  • "EQUAL-WEIGHT"
  • "HOLD"
  • "IN LINE"
  • "MARKET PERFORM"
  • "MARKET WEIGHT"
  • "MKT PERFORM"
  • "NEUTRAL"
  • "NEUTRAL"
  • "NEUTRAL<B> &#187; REDUCE/SELL </B>"
  • "NEUTRAL<B> &#187; REDUCE/SELL</B>"
  • "PEER PERFORM"
  • "REDUCE/SELL <B> &#187; NEUTRAL</B>"
  • "REDUCE/SELL<B> &#187; BUY</B>"
  • "REDUCE/SELL<B> &#187; NEUTRAL</B>"
  • "SECTOR PERFORM"
  • "SOURCE OF FUNDS"
are ignored.

Caveats

I have collected all brokerage upgrade/downgrade data from Briefing.com. I make no guarantees as to the accuracy of the data gathered. Rely on this at your own risk.