HIM
AAT

Hillsdale Investment Management’s American Assets Trust AAT Stock Holding History

Hillsdale Investment 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
2019
Q3 		– Sell
-2,100
Closed -$99K – 602
2019
Q2 		$99K Buy
+2,100
New +$96.6K 0.01% 424
2019
Q1 		– Sell
-3,000
Closed -$121K – 589
2018
Q4 		$121K Buy
+3,000
New +$117K 0.01% 398
2015
Q3 		– Sell
-1,000
Closed -$39K – 492
2015
Q2 		$39K Buy
+1,000
New +$40.5K 0.01% 452

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Hillsdale Investment Management's AAT Position: Q3 2019 in Review

Hillsdale Investment Management sold out of American Assets Trust (AAT) in Q3 2019, closing a stake of 2,100 shares — an estimated $99K sold.

Hillsdale Investment Management first reported a position in AAT in Q2 2015 and held it in 3 quarters. The position peaked at $121K in Q4 2018. 214 funds tracked by Wall St. Rank hold AAT as of Q3 2019.

  • Hillsdale Investment Management reported no remaining American Assets Trust position as of Q3 2019 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,100 American Assets Trust shares in Q3 2019, an estimated $99K.
  • Hillsdale Investment Management first reported a position in American Assets Trust in Q2 2015 and held it in 3 quarters.
  • Hillsdale Investment Management's American Assets Trust position peaked at $121K in Q4 2018.
  • 214 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2019.

Based on Hillsdale Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.