United Capital Financial Advisors’s American Assets Trust AAT Stock Holding History

United Capital 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
2017 Q4	–	Sell	-7,662	Closed	-$305K	–	1308
2017 Q3	$305K	Sell	7,662 -2,203	-22%	-$88.4K	﹤0.01%	1108
2017 Q2	$389K	Buy	9,865 +1,396	+16%	+$57.2K	﹤0.01%	995
2017 Q1	$354K	Buy	8,469 +31	+0.4%	+$1.33K	﹤0.01%	997
2016 Q4	$364K	Sell	8,438 -919	-10%	-$37.5K	﹤0.01%	1002
2016 Q3	$406K	Buy	9,357 +2,292	+32%	+$102K	﹤0.01%	1007
2016 Q2	$297K	Buy	7,065 +791	+13%	+$31.8K	﹤0.01%	1040
2016 Q1	$250K	Buy	6,274 +581	+10%	+$21.7K	﹤0.01%	1056
2015 Q4	$218K	Buy	+5,693	New	+$231K	﹤0.01%	1110

Other funds holding AAT

AAI

American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

United Capital Financial Advisors's AAT Position: Q4 2017 in Review

United Capital Financial Advisors sold out of American Assets Trust (AAT) in Q4 2017, closing a stake of 7,662 shares — an estimated $305K sold.

United Capital Financial Advisors first reported a position in AAT in Q4 2015 and held it in 8 quarters. The position peaked at $406K in Q3 2016. 178 funds tracked by Wall St. Rank hold AAT as of Q4 2017.

United Capital Financial Advisors reported no remaining American Assets Trust position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 7,662 American Assets Trust shares in Q4 2017, an estimated $305K.
United Capital Financial Advisors first reported a position in American Assets Trust in Q4 2015 and held it in 8 quarters.
United Capital Financial Advisors's American Assets Trust position peaked at $406K in Q3 2016.
178 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.