Steward Partners Investment Advisory’s American Assets Trust AAT Stock Holding History

Steward Partners Investment Advisory’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
2020 Q4	–	Sell	-34	Closed	-$1K	–	2859
2020 Q3	$1K	Buy	+34	New	+$883	﹤0.01%	2630
2019 Q4	–	Sell	-5	Closed	–	–	2578
2019 Q3	$0	Hold	5	–	–	﹤0.01%	2604
2019 Q2	$0	Buy	+5	New	+$230	﹤0.01%	2601
2018 Q4	–	Sell	-5	Closed	–	–	777
2018 Q3	$0	Sell	5 -34	-87%	-$1.3K	﹤0.01%	2582
2018 Q2	$1K	Buy	39 +11	+39%	+$389	﹤0.01%	2310
2018 Q1	$0	Buy	+28	New	+$950	﹤0.01%	2216

Other funds holding AAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's AAT Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of American Assets Trust (AAT) in Q4 2020, closing a stake of 34 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in AAT in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q3 2020. 173 funds tracked by Wall St. Rank hold AAT as of Q4 2020.

Steward Partners Investment Advisory reported no remaining American Assets Trust position as of Q4 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 34 American Assets Trust shares in Q4 2020, an estimated $1K.
Steward Partners Investment Advisory first reported a position in American Assets Trust in Q1 2018 and held it in 6 quarters.
Steward Partners Investment Advisory's American Assets Trust position peaked at $1K in Q3 2020.
173 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.