JA
AAT

JOYN Advisors’s American Assets Trust AAT Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-653
Closed -$26K – 120
2018
Q4 		$26K Buy
653
+86
+15% +$3.35K 0.01% 556
2018
Q3 		$21K Buy
567
+41
+8% +$1.57K ﹤0.01% 659
2018
Q2 		$20K Buy
526
+392
+293% +$13.9K ﹤0.01% 670
2018
Q1 		$4K Buy
+134
New +$4.55K ﹤0.01% 885

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

JOYN Advisors's AAT Position: Q1 2019 in Review

JOYN Advisors sold out of American Assets Trust (AAT) in Q1 2019, closing a stake of 653 shares — an estimated $26K sold.

JOYN Advisors first reported a position in AAT in Q1 2018 and held it in 4 quarters. The position peaked at $26K in Q4 2018. 203 funds tracked by Wall St. Rank hold AAT as of Q1 2019.

  • JOYN Advisors reported no remaining American Assets Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 653 American Assets Trust shares in Q1 2019, an estimated $26K.
  • JOYN Advisors first reported a position in American Assets Trust in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's American Assets Trust position peaked at $26K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.