First Personal Financial Services’s American Assets Trust AAT Stock Holding History

First Personal Financial Services’s Portfolio AAT Stock Details AAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-18	Closed	-$1K	–	468
2015 Q1	$1K	Hold	18	–	–	﹤0.01%	499
2014 Q4	$0	Buy	+18	New	+$681	﹤0.01%	476

Other funds holding AAT

AAI

American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's AAT Position: Q2 2015 in Review

First Personal Financial Services sold out of American Assets Trust (AAT) in Q2 2015, closing a stake of 18 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in AAT in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 156 funds tracked by Wall St. Rank hold AAT as of Q2 2015.

First Personal Financial Services reported no remaining American Assets Trust position as of Q2 2015 after selling out during the quarter.
First Personal Financial Services sold 18 American Assets Trust shares in Q2 2015, an estimated $1K.
First Personal Financial Services first reported a position in American Assets Trust in Q4 2014 and held it in 2 quarters.
First Personal Financial Services's American Assets Trust position peaked at $1K in Q1 2015.
156 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.