PFO
AAT

Pathstone Family Office’s American Assets Trust AAT Stock Holding History

Pathstone Family Office’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
Q2 		– Sell
-27
Closed -$1K – 380
2017
Q1 		$1K Buy
+27
New +$1.16K ﹤0.01% 421

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return

Pathstone Family Office's AAT Position: Q2 2017 in Review

Pathstone Family Office sold out of American Assets Trust (AAT) in Q2 2017, closing a stake of 27 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in AAT in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 178 funds tracked by Wall St. Rank hold AAT as of Q2 2017.

  • Pathstone Family Office reported no remaining American Assets Trust position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 27 American Assets Trust shares in Q2 2017, an estimated $1K.
  • Pathstone Family Office first reported a position in American Assets Trust in Q1 2017 and held it in 1 quarter.
  • Pathstone Family Office's American Assets Trust position peaked at $1K in Q1 2017.
  • 178 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.