Ground Swell Capital’s American Assets Trust AAT Stock Holding History

Ground Swell Capital’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
2014 Q3	$33K	Buy	+1,000	New	+$34.7K	0.06%	332

Other funds holding AAT

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

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

BFA

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

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

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

ACM

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ground Swell Capital's AAT Position: Q3 2014 in Review

Ground Swell Capital opened a new position in American Assets Trust (AAT) in Q3 2014: 1,000 shares worth $33K. The stake represents 0.06% of the portfolio and ranks #332 among its holdings.

153 funds tracked by Wall St. Rank hold AAT as of Q3 2014.

Ground Swell Capital held 1,000 shares of American Assets Trust worth $33K as of Q3 2014.
American Assets Trust was a new Ground Swell Capital position in Q3 2014.
American Assets Trust made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #332 holding.
153 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.