RFA
AAT

Reilly Financial Advisors’s American Assets Trust AAT Stock Holding History

Reilly Financial 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
2018
Q3 		– Sell
-250
Closed -$10K – 1000
2018
Q2 		$10K Buy
+250
New +$8.85K ﹤0.01% 655

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
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's AAT Position: Q3 2018 in Review

Reilly Financial Advisors sold out of American Assets Trust (AAT) in Q3 2018, closing a stake of 250 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in AAT in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 177 funds tracked by Wall St. Rank hold AAT as of Q3 2018.

  • Reilly Financial Advisors reported no remaining American Assets Trust position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 250 American Assets Trust shares in Q3 2018, an estimated $10K.
  • Reilly Financial Advisors first reported a position in American Assets Trust in Q2 2018 and held it in 1 quarter.
  • Reilly Financial Advisors's American Assets Trust position peaked at $10K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.