LWMT
AAT

Legacy Wealth Management (Tennessee)’s American Assets Trust AAT Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-166
Closed -$7.15K – 12
2016
Q4 		$7.15K Buy
+166
New +$6.77K ﹤0.01% 47

Other funds holding AAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s AAT Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of American Assets Trust (AAT) in Q1 2017, closing a stake of 166 shares — an estimated $7.15K sold.

Legacy Wealth Management (Tennessee) first reported a position in AAT in Q4 2016 and held it in 1 quarter. The position peaked at $7.15K in Q4 2016. 170 funds tracked by Wall St. Rank hold AAT as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining American Assets Trust position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 166 American Assets Trust shares in Q1 2017, an estimated $7.15K.
  • Legacy Wealth Management (Tennessee) first reported a position in American Assets Trust in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s American Assets Trust position peaked at $7.15K in Q4 2016.
  • 170 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.