VFA
AAT

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

Valeo 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
Q4 		– Sell
-21
Closed -$818 – 1462
2018
Q3 		$1K Hold
21
– – ﹤0.01% 1568
2018
Q2 		$1K Hold
21
– – ﹤0.01% 1415
2018
Q1 		$1K Hold
21
– – ﹤0.01% 1393
2017
Q4 		$1K Buy
+21
New +$826 ﹤0.01% 1241

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

Valeo Financial Advisors's AAT Position: Q4 2018 in Review

Valeo Financial Advisors sold out of American Assets Trust (AAT) in Q4 2018, closing a stake of 21 shares — an estimated $818 sold.

Valeo Financial Advisors first reported a position in AAT in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 193 funds tracked by Wall St. Rank hold AAT as of Q4 2018.

  • Valeo Financial Advisors reported no remaining American Assets Trust position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 21 American Assets Trust shares in Q4 2018, an estimated $818.
  • Valeo Financial Advisors first reported a position in American Assets Trust in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's American Assets Trust position peaked at $1K in Q3 2018.
  • 193 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.