GWM
AAT

Gupta Wealth Management’s American Assets Trust AAT Stock Holding History

Gupta Wealth Management’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
-700
Closed -$30K – 1248
2015
Q1 		$30K Buy
+700
New +$29.9K 0.01% 500

Other funds holding AAT

AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gupta Wealth Management's AAT Position: Q2 2015 in Review

Gupta Wealth Management sold out of American Assets Trust (AAT) in Q2 2015, closing a stake of 700 shares — an estimated $30K sold.

Gupta Wealth Management first reported a position in AAT in Q1 2015 and held it in 1 quarter. The position peaked at $30K in Q1 2015. 156 funds tracked by Wall St. Rank hold AAT as of Q2 2015.

  • Gupta Wealth Management reported no remaining American Assets Trust position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 700 American Assets Trust shares in Q2 2015, an estimated $30K.
  • Gupta Wealth Management first reported a position in American Assets Trust in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's American Assets Trust position peaked at $30K in Q1 2015.
  • 156 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.