LWAC
AAT

Laurel Wealth Advisors (California)’s American Assets Trust AAT Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-19,008
Closed -$888K – 441
2019
Q3 		$888K Buy
+19,008
New +$892K 0.15% 163

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
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AAT Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of American Assets Trust (AAT) in Q4 2019, closing a stake of 19,008 shares — an estimated $888K sold.

Laurel Wealth Advisors (California) first reported a position in AAT in Q3 2019 and held it in 1 quarter. The position peaked at $888K in Q3 2019. 205 funds tracked by Wall St. Rank hold AAT as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining American Assets Trust position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 19,008 American Assets Trust shares in Q4 2019, an estimated $888K.
  • Laurel Wealth Advisors (California) first reported a position in American Assets Trust in Q3 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s American Assets Trust position peaked at $888K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.