Ratings by Wolfe Research (Steven Chubak)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/18/2021 Fintech Acquisition Corp. FTIV Maintain Outperform
(N/A)
 
 
  Details
5/17/2021 Fintech Acquisition Corp. FTIV Maintain Outperform
(N/A)
 
 
  Details
5/12/2021 Houlihan Lokey HLI Maintain Underperform
(N/A)
 
 
  Details
5/3/2021 Fintech Acquisition Corp. FTIV Maintain Outperform
(N/A)
 
 
  Details
5/3/2021 PJT Partners PJT Maintain Peerperform
(N/A)
 
 
  Details
5/3/2021 Moelis MC Maintain Underperform
(N/A)
 
 
  Details
5/3/2021 Lazard LAZ Maintain Peerperform
(N/A)
 
 
  Details
5/3/2021 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
4/8/2021 PJT Partners PJT Downgrade Peerperform
(Outperform)
69.28
(70.05)
1.11% Details
4/5/2021 Charles Schwab Corp. SCHW Upgrade Outperform
(Peerperform)
66.44
(72.01)
8.38% Details
4/5/2021 Citi C Downgrade Peerperform
(Outperform)
73.14
(75.16)
2.76% Details
2/22/2021 Charles Schwab Corp. SCHW Upgrade Peerperform
(Underperform)
61.93
(66.44)
7.28% Details
2/1/2021 Fintech Acquisition Corp. FTIV New Coverage Outperform
(N/A)
11.51
(12.50)
8.6% Details
1/19/2021 JPMorgan JPM Maintain Outperform
(N/A)
 
 
  Details
1/19/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
1/13/2021 Wells Fargo WFC Maintain Outperform
(N/A)
 
 
  Details
1/5/2021 Evercore Partners EVR Upgrade Outperform
(Peerperform)
108.08
(136.46)
26.26% Details
1/5/2021 Raymond James RJF Upgrade Outperform
(Peerperform)
94.03
(129.01)
37.2% Details
1/5/2021 Bank of America BAC Upgrade Outperform
(Peerperform)
30.03
(41.36)
37.73% Details
1/5/2021 Houlihan Lokey HLI Downgrade Underperform
(Peerperform)
66.89
(79.00)
18.1% Details
1/5/2021 Stifel Financial SF Downgrade Underperform
(Peerperform)
48.96
(64.85)
32.46% Details
1/5/2021 Charles Schwab Corp. SCHW Downgrade Underperform
(Peerperform)
52.76
(61.93)
17.38% Details
1/5/2021 State Street STT Downgrade Underperform
(Peerperform)
72.25
(84.79)
17.36% Details
10/2/2020 Lazard LAZ Upgrade Peerperform
(Outperform)
33.10
(45.86)
38.55% Details
9/14/2020 Wells Fargo WFC Upgrade Outperform
(Peerperform)
24.27
(45.15)
86.03% Details
7/22/2020 Moelis MC New Coverage Underperform
(N/A)
31.96
(53.87)
68.55% Details
7/22/2020 Houlihan Lokey HLI New Coverage Peerperform
(N/A)
57.15
(79.00)
38.23% Details
7/22/2020 Cowen Group COWN New Coverage Outperform
(N/A)
17.72
(37.16)
109.71% Details
7/22/2020 PJT Partners PJT New Coverage Outperform
(N/A)
53.36
(70.05)
31.28% Details
7/9/2020 State Street STT Downgrade Peerperform
(Outperform)
64.95
(84.79)
30.55% Details
7/9/2020 Northern Trust NTRS Downgrade Underperform
(Peerperform)
80.16
(116.42)
45.23% Details
7/9/2020 Evercore Partners EVR Downgrade Peerperform
(Outperform)
56.74
(136.46)
140.5% Details
7/9/2020 Wells Fargo WFC Upgrade Peerperform
(Underperform)
24.55
(45.15)
83.91% Details
7/9/2020 Charles Schwab Corp. SCHW Upgrade Peerperform
(Underperform)
34.43
(72.01)
109.15% Details
7/9/2020 JPMorgan JPM Upgrade Outperform
(Peerperform)
93.30
(157.57)
68.89% Details
7/9/2020 TD Ameritrade AMTD Upgrade Peerperform
(Underperform)
37.19
(39.97)
7.48% Details
6/8/2020 Charles Schwab Corp. SCHW Downgrade Underperform
(Outperform)
42.82
(72.01)
68.17% Details
6/8/2020 TD Ameritrade AMTD Downgrade Underperform
(Outperform)
46.23
(39.97)
-13.54% Details
5/18/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
5/1/2020 E*TRADE ETFC Maintain Outperform
(N/A)
 
 
  Details
5/1/2020 Lazard LAZ Maintain Underperform
(N/A)
 
 
  Details
5/1/2020 Raymond James RJF Maintain Peerperform
(N/A)
 
 
  Details
5/1/2020 Stifel Financial SF Downgrade Peerperform
(Outperform)
44.28
(64.85)
46.45% Details
3/25/2020 Evercore Partners EVR Upgrade Outperform
(Peerperform)
43.79
(136.46)
211.62% Details
3/25/2020 Northern Trust NTRS Upgrade Peerperform
(Underperform)
69.86
(116.42)
66.65% Details
3/25/2020 Lazard LAZ Downgrade Underperform
(Peerperform)
23.80
(45.86)
92.69% Details
3/25/2020 Raymond James RJF Downgrade Peerperform
(Outperform)
59.42
(129.01)
117.12% Details
3/25/2020 Bank of America BAC Downgrade Peerperform
(Outperform)
21.03
(41.36)
96.67% Details
1/6/2020 Lazard LAZ Upgrade Peerperform
(Underperform)
40.43
(45.86)
13.43% Details
1/6/2020 TD Ameritrade AMTD Upgrade Outperform
(Peerperform)
49.24
(39.97)
-18.83% Details
1/6/2020 State Street STT Upgrade Outperform
(Peerperform)
79.57
(84.79)
6.56% Details
1/6/2020 Bank of New York Mellon BK Upgrade Outperform
(Peerperform)
50.27
(49.64)
-1.25% Details
1/6/2020 Evercore Partners EVR Downgrade Peerperform
(Outperform)
73.38
(136.46)
85.96% Details
1/6/2020 JPMorgan JPM Downgrade Peerperform
(Outperform)
138.34
(157.57)
13.9% Details
10/25/2019 LPL Investment LPLA Maintain Outperform
(N/A)
 
 
  Details
10/22/2019 TD Ameritrade AMTD Maintain Peerperform
(N/A)
 
 
  Details
10/18/2019 E*TRADE ETFC Maintain Outperform
(N/A)
 
 
  Details
10/10/2019 Bank of New York Mellon BK Upgrade Peerperform
(Underperform)
42.83
(49.64)
15.9% Details
10/2/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
7/10/2019 Wells Fargo WFC Downgrade Underperform
(Peerperform)
47.83
(45.15)
-5.6% Details
6/6/2019 Evercore Partners EVR Upgrade Outperform
(Peerperform)
84.33
(136.46)
61.82% Details
5/1/2019 Stifel Financial SF Maintain Outperform
(N/A)
 
 
  Details
4/17/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
3/27/2019 TD Ameritrade AMTD Upgrade Peerperform
(Underperform)
49.64
(39.97)
-19.48% Details
1/8/2019 Evercore Partners EVR Upgrade Peerperform
(Underperform)
75.01
(84.33)
12.43% Details
1/8/2019 Charles Schwab Corp. SCHW Upgrade Peerperform
(Underperform)
42.44
(72.01)
69.67% Details
1/8/2019 Northern Trust NTRS Downgrade Underperform
(Peerperform)
84.75
(116.42)
37.37% Details
1/8/2019 Wells Fargo WFC Downgrade Peerperform
(Outperform)
47.64
(47.83)
0.4% Details
1/8/2019 Lazard LAZ Downgrade Underperform
(Peerperform)
38.45
(45.86)
19.27% Details
11/2/2018 Stifel Financial SF Upgrade Outperform
(Peerperform)
45.72
(64.85)
41.84% Details
11/2/2018 E*TRADE ETFC Upgrade Outperform
(Peerperform)
49.42
(49.26)
-0.32% Details
9/25/2018 Wells Fargo WFC New Coverage Outperform
(N/A)
54.26
(47.64)
-12.2% Details
9/25/2018 State Street STT New Coverage Peerperform
(N/A)
87.05
(84.79)
-2.6% Details
9/25/2018 Stifel Financial SF New Coverage Peerperform
(N/A)
54.05
(45.72)
-15.41% Details
9/25/2018 Charles Schwab Corp. SCHW New Coverage Underperform
(N/A)
51.56
(42.44)
-17.69% Details
9/25/2018 Raymond James RJF New Coverage Outperform
(N/A)
93.45
(129.01)
38.05% Details
9/25/2018 Northern Trust NTRS New Coverage Peerperform
(N/A)
105.34
(84.75)
-19.55% Details
9/25/2018 Morgan Stanley MS New Coverage Outperform
(N/A)
48.56
(90.72)
86.82% Details
9/25/2018 LPL Investment LPLA New Coverage Outperform
(N/A)
65.09
(138.09)
112.15% Details
9/25/2018 Lazard LAZ New Coverage Peerperform
(N/A)
48.98
(38.45)
-21.5% Details
9/25/2018 JPMorgan JPM New Coverage Outperform
(N/A)
116.72
(157.57)
35% Details
9/25/2018 Goldman Sachs GS New Coverage Outperform
(N/A)
232.90
(372.92)
60.12% Details
9/25/2018 Evercore Partners EVR New Coverage Underperform
(N/A)
102.55
(75.01)
-26.86% Details
9/25/2018 E*TRADE ETFC New Coverage Peerperform
(N/A)
54.41
(49.42)
-9.17% Details
9/25/2018 Citi C New Coverage Outperform
(N/A)
73.84
(73.14)
-0.95% Details
9/25/2018 Bank of New York Mellon BK New Coverage Underperform
(N/A)
52.37
(42.83)
-18.22% Details
9/25/2018 Bank of America BAC New Coverage Outperform
(N/A)
30.74
(41.36)
34.55% Details
9/25/2018 TD Ameritrade AMTD New Coverage Underperform
(N/A)
54.88
(49.64)
-9.55% Details