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Robert Lee's Stock Ratings
Keefe, Bruyette & Woods Analyst
Robert Lee is an analyst at Keefe, Bruyette & Woods. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 05/07/2025
Overall Average Return
7.32%
Smart Score
Overall Average Return Percentile
56th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 01/24/2024 | IVZ | Buy Now | Invesco | $14.34 | 35.98% | Robert Lee64% | $21 → $19.5 | Maintains | Outperform | Get Alert |
| 12/14/2023 | IVZ | Buy Now | Invesco | $14.34 | 39.47% | Robert Lee64% | $15.5 → $20 | Upgrade | Market Perform → Outperform | Get Alert |
| 07/27/2023 | SEIC | Buy Now | SEI Inv | $80.56 | -15.59% | Robert Lee64% | $66 → $68 | Maintains | Market Perform | Get Alert |
| 07/25/2022 | BX | Buy Now | Blackstone | $136.17 | -15.55% | Robert Lee64% | $127 → $115 | Downgrade | Outperform → Market Perform | Get Alert |
| 07/15/2022 | SEIC | Buy Now | SEI Inv | $80.56 | -31.73% | Robert Lee64% | $62 → $55 | Maintains | Market Perform | Get Alert |
| 04/14/2022 | BLK | Buy Now | BlackRock | $920.36 | -12.75% | Robert Lee64% | $865 → $803 | Maintains | Market Perform | Get Alert |
| 04/12/2022 | BEN | Buy Now | Franklin Resources | $20.82 | 44.09% | Robert Lee64% | → $30 | Downgrade | Outperform → Market Perform | Get Alert |
| 04/12/2022 | IVZ | Buy Now | Invesco | $14.34 | 74.34% | Robert Lee64% | → $25 | Downgrade | Outperform → Market Perform | Get Alert |
| 02/07/2022 | TPG | Buy Now | TPG | $45.95 | -19.48% | Robert Lee64% | → $37 | Initiates | → Market Perform | Get Alert |
| 11/02/2021 | BEN | Buy Now | Franklin Resources | $20.82 | 116.14% | Robert Lee64% | $35 → $45 | Upgrade | Market Perform → Outperform | Get Alert |
| 07/12/2021 | APAM | Buy Now | Artisan Partners Asset | $39.90 | 37.84% | Robert Lee64% | → $55 | Downgrade | Outperform → Market Perform | Get Alert |
| 04/06/2021 | AB | Buy Now | AllianceBernstein Holding | $41.04 | 2.34% | Robert Lee64% | → $42 | Downgrade | Outperform → Market Perform | Get Alert |
| 02/04/2021 | APAM | Buy Now | Artisan Partners Asset | $39.90 | 47.87% | Robert Lee64% | $55 → $59 | Upgrade | Market Perform → Outperform | Get Alert |
| 01/19/2021 | CG | Buy Now | Carlyle Group | $39.45 | 1.39% | Robert Lee64% | → $40 | Upgrade | Market Perform → Outperform | Get Alert |
| 01/12/2021 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -2.53% | Robert Lee64% | $35 → $40 | Upgrade | Market Perform → Outperform | Get Alert |
| 11/23/2020 | BEN | Buy Now | Franklin Resources | $20.82 | 10.47% | Robert Lee64% | → $23 | Downgrade | Outperform → Market Perform | Get Alert |
| 10/28/2020 | IVZ | Buy Now | Invesco | $14.34 | 15.06% | Robert Lee64% | $15 → $16.5 | Upgrade | Market Perform → Outperform | Get Alert |
| 10/19/2020 | BEN | Buy Now | Franklin Resources | $20.82 | — | Robert Lee64% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 10/19/2020 | APAM | Buy Now | Artisan Partners Asset | $39.90 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 10/19/2020 | AB | Buy Now | AllianceBernstein Holding | $41.04 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 08/17/2020 | BAM | Buy Now | Brookfield Asset Mgmt | $55.81 | -26.54% | Robert Lee64% | $37 → $41 | Upgrade | Market Perform → Outperform | Get Alert |
| 07/31/2020 | CG | Buy Now | Carlyle Group | $39.45 | -21.42% | Robert Lee64% | $30 → $31 | Maintains | Market Perform | Get Alert |
| 07/28/2020 | BSIG | Buy Now | BrightSphere Investment | — | — | Robert Lee64% | $14 → $18.5 | Upgrade | Market Perform → Outperform | Get Alert |
| 05/08/2020 | BSIG | Buy Now | BrightSphere Investment | — | — | Robert Lee64% | $7.25 → $9.5 | Maintains | Market Perform | Get Alert |
| 05/07/2020 | ARES | Buy Now | Ares Management | $162.08 | -72.24% | Robert Lee64% | $44 → $45 | Maintains | Outperform | Get Alert |
| 05/01/2020 | JHG | Buy Now | Janus Henderson Group | $35.58 | -46.6% | Robert Lee64% | $15 → $19 | Upgrade | Underperform → Market Perform | Get Alert |
| 04/30/2020 | APAM | Buy Now | Artisan Partners Asset | $39.90 | -14.79% | Robert Lee64% | $25 → $34 | Upgrade | Market Perform → Outperform | Get Alert |
| 04/24/2020 | IVZ | Buy Now | Invesco | $14.34 | -42.47% | Robert Lee64% | $10.5 → $8.25 | Downgrade | Outperform → Market Perform | Get Alert |
| 04/06/2020 | VCTR | Buy Now | Victory Capital Holdings | $58.62 | -69.72% | Robert Lee64% | → $17.75 | Downgrade | Outperform → Market Perform | Get Alert |
| 04/06/2020 | AMG | Buy Now | Affiliated Managers Group | $175.22 | -57.2% | Robert Lee64% | → $75 | Upgrade | Market Perform → Outperform | Get Alert |
| 03/30/2020 | BAM | Buy Now | Brookfield Asset Mgmt | $55.81 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 03/30/2020 | HLNE | Buy Now | Hamilton Lane | $158.62 | -64.7% | Robert Lee64% | $61 → $56 | Upgrade | Underperform → Market Perform | Get Alert |
| 02/19/2020 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $43 → $50 | Downgrade | Outperform → Market Perform | Get Alert |
| 02/06/2020 | CG | Buy Now | Carlyle Group | $39.45 | -11.28% | Robert Lee64% | $36 → $35 | Downgrade | Outperform → Market Perform | Get Alert |
| 01/31/2020 | BEN | Buy Now | Franklin Resources | $20.82 | — | Robert Lee64% | — | Upgrade | Underperform → Market Perform | Get Alert |
| 10/04/2019 | JHG | Buy Now | Janus Henderson Group | $35.58 | -45.19% | Robert Lee64% | $21 → $19.5 | Downgrade | Market Perform → Underperform | Get Alert |
| 07/11/2019 | HLNE | Buy Now | Hamilton Lane | $158.62 | — | Robert Lee64% | — | Downgrade | Market Perform → Underperform | Get Alert |
| 04/29/2019 | BEN | Buy Now | Franklin Resources | $20.82 | 58.5% | Robert Lee64% | $34 → $33 | Downgrade | Market Perform → Underperform | Get Alert |
| 04/15/2019 | SEIC | Buy Now | SEI Inv | $80.56 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/09/2019 | BSIG | Buy Now | BrightSphere Investment | — | — | Robert Lee64% | $15.25 → $13 | Downgrade | Outperform → Market Perform | Get Alert |
| 10/24/2018 | SEIC | Buy Now | SEI Inv | $80.56 | -21.8% | Robert Lee64% | $68 → $63 | Upgrade | Market Perform → Outperform | Get Alert |
| 07/31/2018 | AMG | Buy Now | Affiliated Managers Group | $175.22 | — | Robert Lee64% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 07/13/2018 | WETF | Buy Now | WisdomTree Investments | — | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 07/13/2018 | IVZ | Buy Now | Invesco | $14.34 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 05/29/2018 | FII | Buy Now | Federated Investors | — | — | Robert Lee64% | — | Upgrade | Underperform → Market Perform | Get Alert |
| 04/30/2018 | WETF | Buy Now | WisdomTree Investments | — | — | Robert Lee64% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 04/11/2018 | AMG | Buy Now | Affiliated Managers Group | $175.22 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 11/14/2017 | WETF | Buy Now | WisdomTree Investments | — | — | Robert Lee64% | — | Upgrade | Underperform → Market Perform | Get Alert |
| 08/02/2017 | APAM | Buy Now | Artisan Partners Asset | $39.90 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 06/14/2017 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $16.5 → $17.75 | Upgrade | Underperform → Market Perform | Get Alert |
| 06/14/2017 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $5.25 → $4.5 | Upgrade | Underperform → Market Perform | Get Alert |
| 05/04/2017 | CG | Buy Now | Carlyle Group | $39.45 | — | Robert Lee64% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 05/01/2017 | FII | Buy Now | Federated Investors | — | — | Robert Lee64% | — | Downgrade | Market Perform → Underperform | Get Alert |
| 05/01/2017 | APAM | Buy Now | Artisan Partners Asset | $39.90 | — | Robert Lee64% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 04/12/2017 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -36.65% | Robert Lee64% | → $26 | Upgrade | Market Perform → Outperform | Get Alert |
| 02/27/2017 | ARES | Buy Now | Ares Management | $162.08 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 12/13/2016 | IVZ | Buy Now | Invesco | $14.34 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 11/16/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $16.5 → $18 | Downgrade | Market Perform → Underperform | Get Alert |
| 10/27/2016 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | — | Downgrade | Market Perform → Underperform | Get Alert |
| 10/14/2016 | ARES | Buy Now | Ares Management | $162.08 | — | Robert Lee64% | — | Maintains | Outperform | Get Alert |
| 10/14/2016 | CG | Buy Now | Carlyle Group | $39.45 | — | Robert Lee64% | — | Maintains | Market Perform | Get Alert |
| 10/14/2016 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | — | Maintains | Outperform | Get Alert |
| 10/14/2016 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | — | Maintains | Market Perform | Get Alert |
| 10/14/2016 | IVZ | Buy Now | Invesco | $14.34 | — | Robert Lee64% | — | Maintains | Outperform | Get Alert |
| 10/14/2016 | FII | Buy Now | Federated Investors | — | — | Robert Lee64% | — | Maintains | Market Perform | Get Alert |
| 10/14/2016 | APAM | Buy Now | Artisan Partners Asset | $39.90 | — | Robert Lee64% | — | Maintains | Market Perform | Get Alert |
| 10/14/2016 | AB | Buy Now | AllianceBernstein Holding | $41.04 | — | Robert Lee64% | — | Maintains | Market Perform | Get Alert |
| 08/01/2016 | FII | Buy Now | Federated Investors | — | — | Robert Lee64% | $33 → $35 | Maintains | Market Perform | Get Alert |
| 07/29/2016 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $9.25 → $8.75 | Maintains | Market Perform | Get Alert |
| 07/29/2016 | IVZ | Buy Now | Invesco | $14.34 | 137.1% | Robert Lee64% | $33 → $34 | Maintains | Outperform | Get Alert |
| 07/28/2016 | SEIC | Buy Now | SEI Inv | $80.56 | -41.66% | Robert Lee64% | $51 → $47 | Maintains | Market Perform | Get Alert |
| 07/27/2016 | APAM | Buy Now | Artisan Partners Asset | $39.90 | -29.82% | Robert Lee64% | $30 → $28 | Maintains | Market Perform | Get Alert |
| 07/11/2016 | BX | Buy Now | Blackstone | $136.17 | -75.77% | Robert Lee64% | $34 → $33 | Maintains | Market Perform | Get Alert |
| 05/24/2016 | BAM | Buy Now | Brookfield Asset Mgmt | $55.81 | — | Robert Lee64% | — | Initiates | → Outperform | Get Alert |
| 05/24/2016 | BAM | Buy Now | Brookfield Asset Mgmt | $55.81 | -26.54% | Robert Lee64% | → $41 | Initiates | → Outperform | Get Alert |
| 05/13/2016 | ARES | Buy Now | Ares Management | $162.08 | -89.2% | Robert Lee64% | $19 → $17.5 | Maintains | Outperform | Get Alert |
| 04/28/2016 | CG | Buy Now | Carlyle Group | $39.45 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 04/06/2016 | SEIC | Buy Now | SEI Inv | $80.56 | -44.14% | Robert Lee64% | $38 → $45 | Upgrade | Underperform → Market Perform | Get Alert |
| 02/12/2016 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -51.27% | Robert Lee64% | $26 → $20 | Maintains | Market Perform | Get Alert |
| 02/08/2016 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $8.5 → $7.5 | Maintains | Market Perform | Get Alert |
| 01/28/2016 | SEIC | Buy Now | SEI Inv | $80.56 | -52.83% | Robert Lee64% | $50 → $38 | Downgrade | → Underperform | Get Alert |
| 01/15/2016 | SEIC | Buy Now | SEI Inv | $80.56 | -37.93% | Robert Lee64% | $54 → $50 | Maintains | Market Perform | Get Alert |
| 01/13/2016 | CG | Buy Now | Carlyle Group | $39.45 | -51.84% | Robert Lee64% | $25 → $19 | Maintains | Outperform | Get Alert |
| 01/13/2016 | BX | Buy Now | Blackstone | $136.17 | -73.56% | Robert Lee64% | $43 → $36 | Maintains | Outperform | Get Alert |
| 01/13/2016 | ARES | Buy Now | Ares Management | $162.08 | -89.51% | Robert Lee64% | $21 → $17 | Maintains | Outperform | Get Alert |
| 01/11/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $39 → $30 | Maintains | Market Perform | Get Alert |
| 01/11/2016 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $55 → $50 | Maintains | Outperform | Get Alert |
| 01/11/2016 | IVZ | Buy Now | Invesco | $14.34 | 178.94% | Robert Lee64% | $41 → $40 | Maintains | Outperform | Get Alert |
| 01/11/2016 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -36.65% | Robert Lee64% | $28 → $26 | Maintains | Market Perform | Get Alert |
| 10/22/2015 | SEIC | Buy Now | SEI Inv | $80.56 | -32.97% | Robert Lee64% | $56 → $54 | Maintains | Market Perform | Get Alert |
| 10/12/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -31.77% | Robert Lee64% | $29 → $28 | Downgrade | Outperform → Market Perform | Get Alert |
| 09/03/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $48 → $41 | Maintains | Market Perform | Get Alert |
| 09/03/2015 | SEIC | Buy Now | SEI Inv | $80.56 | -30.49% | Robert Lee64% | $58 → $56 | Maintains | Market Perform | Get Alert |
| 09/03/2015 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $10.5 → $9.5 | Maintains | Market Perform | Get Alert |
| 09/03/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $61 → $56 | Maintains | Outperform | Get Alert |
| 09/03/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -29.34% | Robert Lee64% | $32 → $29 | Maintains | Outperform | Get Alert |
| 08/12/2015 | ARES | Buy Now | Ares Management | $162.08 | -85.81% | Robert Lee64% | $22 → $23 | Maintains | Outperform | Get Alert |
| 07/31/2015 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $11 → $10.5 | Maintains | Market Perform | Get Alert |
| 07/31/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -22.03% | Robert Lee64% | $35 → $32 | Maintains | Outperform | Get Alert |
| 05/01/2015 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $14 → $13 | Maintains | Market Perform | Get Alert |
| 05/01/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -12.28% | Robert Lee64% | $35 → $36 | Maintains | Outperform | Get Alert |
| 04/23/2015 | SEIC | Buy Now | SEI Inv | $80.56 | -37.93% | Robert Lee64% | $48 → $50 | Maintains | Market Perform | Get Alert |
| 04/17/2015 | BX | Buy Now | Blackstone | $136.17 | -64.75% | Robert Lee64% | $45 → $48 | Maintains | Outperform | Get Alert |
| 04/08/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $68 → $67 | Maintains | Outperform | Get Alert |
| 04/08/2015 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $13.75 → $14 | Maintains | Market Perform | Get Alert |
| 04/08/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -14.72% | Robert Lee64% | $34 → $35 | Maintains | Outperform | Get Alert |
| 03/09/2015 | ARES | Buy Now | Ares Management | $162.08 | -86.43% | Robert Lee64% | $20 → $22 | Maintains | Outperform | Get Alert |
| 03/05/2015 | SEIC | Buy Now | SEI Inv | $80.56 | -40.42% | Robert Lee64% | $44 → $48 | Maintains | Market Perform | Get Alert |
| 03/05/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -17.15% | Robert Lee64% | $31 → $34 | Maintains | Outperform | Get Alert |
| 03/05/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $62 → $68 | Maintains | Outperform | Get Alert |
| 03/05/2015 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $13.5 → $13.75 | Maintains | Market Perform | Get Alert |
| 03/05/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $45 → $52 | Maintains | Market Perform | Get Alert |
| 02/13/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -24.46% | Robert Lee64% | $30 → $31 | Maintains | Outperform | Get Alert |
| 02/12/2015 | CG | Buy Now | Carlyle Group | $39.45 | -13.81% | Robert Lee64% | $36 → $34 | Maintains | Outperform | Get Alert |
| 02/02/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $60 → $62 | Maintains | Outperform | Get Alert |
| 01/30/2015 | BX | Buy Now | Blackstone | $136.17 | -69.89% | Robert Lee64% | $39 → $41 | Maintains | — | Get Alert |
| 01/29/2015 | SEIC | Buy Now | SEI Inv | $80.56 | -45.38% | Robert Lee64% | $43 → $44 | Maintains | Market Perform | Get Alert |
| 01/15/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $51 → $45 | Maintains | Market Perform | Get Alert |
| 01/14/2015 | BX | Buy Now | Blackstone | $136.17 | -71.36% | Robert Lee64% | $38 → $39 | Maintains | Outperform | Get Alert |
| 01/08/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $61 → $60 | Maintains | Outperform | Get Alert |
| 01/08/2015 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $16.5 → $15.5 | Maintains | Market Perform | Get Alert |
| 01/08/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $52 → $51 | Maintains | Market Perform | Get Alert |
| 01/08/2015 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -26.9% | Robert Lee64% | $31 → $30 | Maintains | Outperform | Get Alert |
| 12/09/2014 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -24.46% | Robert Lee64% | $30 → $31 | Maintains | Market Perform | Get Alert |
| 12/09/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $57 → $61 | Maintains | Market Perform | Get Alert |
| 12/09/2014 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $18 → $16.5 | Maintains | Market Perform | Get Alert |
| 12/09/2014 | SEIC | Buy Now | SEI Inv | $80.56 | -46.62% | Robert Lee64% | $41 → $43 | Downgrade | Outperform → Market Perform | Get Alert |
| 11/03/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $56 → $57 | Maintains | Outperform | Get Alert |
| 10/30/2014 | CG | Buy Now | Carlyle Group | $39.45 | -8.75% | Robert Lee64% | $37 → $36 | Maintains | Outperform | Get Alert |
| 10/29/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $57 → $52 | Maintains | Market Perform | Get Alert |
| 10/24/2014 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -26.9% | Robert Lee64% | $31 → $30 | Maintains | Outperform | Get Alert |
| 10/14/2014 | CG | Buy Now | Carlyle Group | $39.45 | -6.21% | Robert Lee64% | $39 → $37 | Maintains | Outperform | Get Alert |
| 10/14/2014 | BX | Buy Now | Blackstone | $136.17 | -72.09% | Robert Lee64% | $39 → $38 | Maintains | Outperform | Get Alert |
| 10/08/2014 | MN | Buy Now | Manning & Napier | — | — | Robert Lee64% | $19.5 → $18.5 | Maintains | Market Perform | Get Alert |
| 10/08/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $63 → $57 | Maintains | Market Perform | Get Alert |
| 10/08/2014 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -24.46% | Robert Lee64% | $32 → $31 | Maintains | Outperform | Get Alert |
| 08/01/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $57 → $56 | Maintains | Outperform | Get Alert |
| 07/30/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | Robert Lee64% | $74 → $63 | Downgrade | Outperform → Market Perform | Get Alert |
| 07/24/2014 | SEIC | Buy Now | SEI Inv | $80.56 | -49.11% | Robert Lee64% | $37 → $41 | Upgrade | Market Perform → Outperform | Get Alert |
| 07/14/2014 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -24.46% | Robert Lee64% | $27 → $31 | Maintains | Outperform | Get Alert |
| 05/27/2014 | ARES | Buy Now | Ares Management | $162.08 | -87.04% | Robert Lee64% | → $21 | Initiates | → Outperform | Get Alert |
| 04/04/2014 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -34.21% | Robert Lee64% | $25 → $27 | Maintains | Market Perform | Get Alert |
| 02/10/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | $48 → $50 | Upgrade | Market Perform → Outperform | Get Alert |
| 05/13/2013 | AB | Buy Now | AllianceBernstein Holding | $41.04 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 04/25/2013 | SEIC | Buy Now | SEI Inv | $80.56 | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/10/2013 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Robert Lee64% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 10/25/2012 | SEIC | Buy Now | SEI Inv | $80.56 | -68.97% | Robert Lee64% | $23 → $25 | Upgrade | Market Perform → Outperform | Get Alert |
| 10/25/2012 | AB | Buy Now | AllianceBernstein Holding | $41.04 | -56.14% | Robert Lee64% | $16.5 → $18 | Upgrade | Market Perform → Outperform | Get Alert |
