PWMG
AAT

Prestige Wealth Management Group’s American Assets Trust AAT Stock Holding History

Prestige Wealth Management Group’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
-156
Closed -$6K – 488
2018
Q4 		$6K Buy
+156
New +$6.08K ﹤0.01% 533

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

Prestige Wealth Management Group's AAT Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of American Assets Trust (AAT) in Q1 2019, closing a stake of 156 shares — an estimated $6K sold.

Prestige Wealth Management Group first reported a position in AAT in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 203 funds tracked by Wall St. Rank hold AAT as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining American Assets Trust position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 156 American Assets Trust shares in Q1 2019, an estimated $6K.
  • Prestige Wealth Management Group first reported a position in American Assets Trust in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's American Assets Trust position peaked at $6K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.