SS
AAT

Simplicity Solutions’s American Assets Trust AAT Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-24,000
Closed -$920K – 201
2015
Q4 		$920K Buy
+24,000
New +$972K 0.11% 273

Other funds holding AAT

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Solutions's AAT Position: Q1 2016 in Review

Simplicity Solutions sold out of American Assets Trust (AAT) in Q1 2016, closing a stake of 24,000 shares — an estimated $920K sold.

Simplicity Solutions first reported a position in AAT in Q4 2015 and held it in 1 quarter. The position peaked at $920K in Q4 2015. 177 funds tracked by Wall St. Rank hold AAT as of Q1 2016.

  • Simplicity Solutions reported no remaining American Assets Trust position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 24,000 American Assets Trust shares in Q1 2016, an estimated $920K.
  • Simplicity Solutions first reported a position in American Assets Trust in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's American Assets Trust position peaked at $920K in Q4 2015.
  • 177 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.