GOODWIN DANIEL L Historic Quarter Change: USA Funds, Added

GOODWIN DANIEL L historic quarter change: USA Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, GOODWIN DANIEL L opened 19 positions, added to 12, reduced 32 and sold out of 28.

Q2 2016: Stock ASHFORD HOSPITALITY TR INC; Country of operation —; Class COM SHS; Shares before 34,923.
Q4 2015: Stock FIRST POTOMAC RLTY TR; Country of operation —; Class COM; Shares before 100,000.
Q4 2015: Stock RAMCO-GERSHENSON PPTYS TR; Country of operation —; Class COM SH BEN INT; Shares before 39,940.
Q3 2015: Stock INVESTORS REAL ESTATE TR; Country of operation —; Class SH BEN INT; Shares before 36,000.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1119191), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-19); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-28); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-05); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-09-30.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2016	ASHFORD HOSPITALITY TR INC CUSIP 044103109		COM SHS	34,923	46,523	+11,600	$223,000	$250,000	+$27,000	2016-07-28
Q4 2015	FIRST POTOMAC RLTY TR CUSIP 33610F109		COM	100,000	130,000	+30,000	$1,100,000	$1,482,000	+$382,000	2016-02-04
Q4 2015	RAMCO-GERSHENSON PPTYS TR CUSIP 751452202		COM SH BEN INT	39,940	49,940	+10,000	$600,000	$829,000	+$229,000	2016-02-04
Q3 2015	INVESTORS REAL ESTATE TR CUSIP 461730103		SH BEN INT	36,000	97,000	+61,000	$257,000	$751,000	+$494,000	2015-11-04
Q2 2015	INVESTORS REAL ESTATE TR CUSIP 461730103		SH BEN INT	16,000	36,000	+20,000	$120,000	$257,000	+$137,000	2015-08-05
Q2 2015	CORENERGY INFRASTRUCTURE TR CUSIP 21870U205		COM	92,452	112,452	+20,000	$641,000	$711,000	+$70,000	2015-08-05
Q1 2015	CORENERGY INFRASTRUCTURE TR CUSIP 21870U205		COM	72,692	92,452	+19,760	$470,000	$641,000	+$171,000	2015-05-12
Q4 2014	EQUITY COMWLTH CUSIP 294628102	United States	COM SH BEN INT	21,810	68,132	+46,322	$560,000	$1,749,000	+$1,189,000	2015-02-11
Q4 2013	HEALTHCARE RLTY TR CUSIP 421946104		COM	143,500	147,500	+4,000	$3,316,000	$3,143,000	-$173,000	2014-02-14
Q4 2013	NUVEEN QUALITY MUN FD INC CUSIP 67062N103		COM	201,251	215,251	+14,000	$2,476,000	$2,601,000	+$125,000	2014-02-14
Q3 2013	INVESTORS REAL ESTATE TR CUSIP 461730103		SH BEN INT	74,666	1,136,624	+1,061,958	$643,000	$9,378,000	+$8,735,000	2013-11-14
Q3 2013	NUVEEN QUALITY MUN FD INC CUSIP 67062N103		COM	191,251	201,251	+10,000	$2,486,000	$2,476,000	-$10,000	2013-11-14

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