GOODWIN DANIEL L historic quarter change: USA Funds, New
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 NUVEEN INVT QUALITY MUN FD I; Country of operation —; Class COM; Shares before 0.
- Q4 2015: Stock CORENERGY INFRASTRUCTURE TR; Country of operation —; Class COM NEW; Shares before 0.
- Q4 2015: Stock NUVEEN INVT QUALITY MUN FD I; Country of operation —; Class COM; Shares before 0.
- Q3 2015: Stock FIRST POTOMAC RLTY TR; Country of operation —; Class COM; Shares before 0.
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 | NUVEEN INVT QUALITY MUN FD I
CUSIP 67062E103 | | COM | 0 | 1,000 | +1,000 | $0 | $17,000 | +$17,000 | 2016-07-28 |
|---|
| Q4 2015 | CORENERGY INFRASTRUCTURE TR
CUSIP 21870U502 | | COM NEW | 0 | 18,858 | +18,858 | $0 | $280,000 | +$280,000 | 2016-02-04 |
|---|
| Q4 2015 | NUVEEN INVT QUALITY MUN FD I
CUSIP 67062E103 | | COM | 0 | 1,000 | +1,000 | $0 | $15,000 | +$15,000 | 2016-02-04 |
|---|
| Q3 2015 | FIRST POTOMAC RLTY TR
CUSIP 33610F109 | | COM | 0 | 100,000 | +100,000 | $0 | $1,100,000 | +$1,100,000 | 2015-11-04 |
|---|
| Q3 2015 | HERSHA HOSPITALITY TR
CUSIP 427825500 | United States | PR SHS BEN INT | 0 | 44,306 | +44,306 | $0 | $1,004,000 | +$1,004,000 | 2015-11-04 |
|---|
| Q3 2015 | SENIOR HSG PPTYS TR
CUSIP 81721M109 | | SH BEN INT | 0 | 30,913 | +30,913 | $0 | $501,000 | +$501,000 | 2015-11-04 |
|---|
| Q2 2015 | ASHFORD HOSPITALITY TR INC
CUSIP 044103109 | | COM SHS | 0 | 34,923 | +34,923 | $0 | $295,000 | +$295,000 | 2015-08-05 |
|---|
| Q4 2014 | AG MTG INVT TR INC
CUSIP 001228105 | | COM | 0 | 30,000 | +30,000 | $0 | $557,000 | +$557,000 | 2015-02-11 |
|---|
| Q4 2014 | CORENERGY INFRASTRUCTURE TR
CUSIP 21870U205 | | COM | 0 | 72,692 | +72,692 | $0 | $470,000 | +$470,000 | 2015-02-11 |
|---|
| Q4 2014 | PENNSYLVANIA RL ESTATE INVT
CUSIP 709102503 | | SH BEN INT | 0 | 10,000 | +10,000 | $0 | $259,000 | +$259,000 | 2015-02-11 |
|---|
| Q4 2014 | NUVEEN INVT QUALITY MUN FD I
CUSIP 67062E103 | | COM | 0 | 1,000 | +1,000 | $0 | $15,000 | +$15,000 | 2015-02-11 |
|---|
| Q3 2014 | EQUITY COMWLTH
CUSIP 294628102 | United States | COM SH BEN INT | 0 | 21,810 | +21,810 | $0 | $560,000 | +$560,000 | 2014-11-13 |
|---|
| Q3 2014 | ASHFORD HOSPITALITY TR INC
CUSIP 044103109 | | COM SHS | 0 | 34,923 | +34,923 | $0 | $357,000 | +$357,000 | 2014-11-13 |
|---|
| Q3 2014 | NEWCASTLE INVT CORP NEW
CUSIP 65105M504 | | COM NEW | 0 | 8,476 | +8,476 | $0 | $107,000 | +$107,000 | 2014-11-13 |
|---|
| Q3 2014 | MANAGED HIGH YIELD PLUS FD I
CUSIP 561911108 | | COM | 0 | 12,200 | +12,200 | $0 | $24,000 | +$24,000 | 2014-11-13 |
|---|
| Q2 2014 | HERSHA HOSPITALITY TR
CUSIP 427825104 | | SH BEN INT A | 0 | 1,962,435 | +1,962,435 | $0 | $13,168,000 | +$13,168,000 | 2014-08-14 |
|---|
| Q2 2014 | COMMONWEALTH REIT
CUSIP 203233101 | | COM SH BEN INT | 0 | 68,132 | +68,132 | $0 | $1,794,000 | +$1,794,000 | 2014-08-14 |
|---|
| Q3 2013 | BLACKROCK MUN 2020 TERM TR
CUSIP 09249X109 | | COM SHS | 0 | 1,700 | +1,700 | $0 | $28,000 | +$28,000 | 2013-11-14 |
|---|
| Q3 2013 | MANAGED HIGH YIELD PLUS FD I
CUSIP 561911108 | | COM | 0 | 12,200 | +12,200 | $0 | $24,000 | +$24,000 | 2013-11-14 |
|---|
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