GOODWIN DANIEL L historic quarter change: USA Funds, Reduced
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.
- Q3 2016: Stock BLACKROCK MUNI INTER DR FD I; Country of operation United States; Class COM; Shares before 21,300.
- Q2 2016: Stock RAMCO-GERSHENSON PPTYS TR; Country of operation —; Class COM SH BEN INT; Shares before 49,640.
- Q2 2016: Stock EQUITY COMWLTH; Country of operation United States; Class COM SH BEN INT; Shares before 21,810.
- Q2 2016: Stock CORENERGY INFRASTRUCTURE TR; Country of operation —; Class COM NEW; Shares before 18,758.
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 |
|---|
| Q3 2016 | BLACKROCK MUNI INTER DR FD I
CUSIP 09253X102 | United States | COM | 21,300 | 20,300 | -1,000 | $324,000 | $308,000 | -$16,000 | 2016-10-19 |
|---|
| Q2 2016 | RAMCO-GERSHENSON PPTYS TR
CUSIP 751452202 | | COM SH BEN INT | 49,640 | 15,484 | -34,156 | $895,000 | $303,000 | -$592,000 | 2016-07-28 |
|---|
| Q2 2016 | EQUITY COMWLTH
CUSIP 294628102 | United States | COM SH BEN INT | 21,810 | 8,622 | -13,188 | $615,000 | $251,000 | -$364,000 | 2016-07-28 |
|---|
| Q2 2016 | CORENERGY INFRASTRUCTURE TR
CUSIP 21870U502 | | COM NEW | 18,758 | 17,558 | -1,200 | $377,000 | $506,000 | +$129,000 | 2016-07-28 |
|---|
| Q2 2016 | INVESTORS REAL ESTATE TR
CUSIP 461730103 | | SH BEN INT | 97,000 | 92,000 | -5,000 | $704,000 | $595,000 | -$109,000 | 2016-07-28 |
|---|
| Q2 2016 | FIRST POTOMAC RLTY TR
CUSIP 33610F109 | | COM | 130,000 | 127,000 | -3,000 | $1,178,000 | $1,169,000 | -$9,000 | 2016-07-28 |
|---|
| Q1 2016 | SENIOR HSG PPTYS TR
CUSIP 81721M109 | | SH BEN INT | 30,013 | 19,413 | -10,600 | $445,000 | $347,000 | -$98,000 | 2016-04-29 |
|---|
| Q1 2016 | CORENERGY INFRASTRUCTURE TR
CUSIP 21870U502 | | COM NEW | 18,858 | 18,758 | -100 | $280,000 | $377,000 | +$97,000 | 2016-04-29 |
|---|
| Q1 2016 | RAMCO-GERSHENSON PPTYS TR
CUSIP 751452202 | | COM SH BEN INT | 49,940 | 49,640 | -300 | $829,000 | $895,000 | +$66,000 | 2016-04-29 |
|---|
| Q4 2015 | NUVEEN MUN OPPORTUNITY FD IN
CUSIP 670984103 | | COM | 102,666 | 82,666 | -20,000 | $1,447,000 | $1,184,000 | -$263,000 | 2016-02-04 |
|---|
| Q4 2015 | BLACKROCK MUNIHLDGS FD II IN
CUSIP 09253P109 | | COM | 26,387 | 18,387 | -8,000 | $395,000 | $282,000 | -$113,000 | 2016-02-04 |
|---|
| Q4 2015 | SENIOR HSG PPTYS TR
CUSIP 81721M109 | | SH BEN INT | 30,913 | 30,013 | -900 | $501,000 | $445,000 | -$56,000 | 2016-02-04 |
|---|
| Q4 2015 | NUVEEN MUN ADVANTAGE FD INC
CUSIP 67062H106 | | COM | 12,017 | 10,603 | -1,414 | $160,000 | $147,000 | -$13,000 | 2016-02-04 |
|---|
| Q3 2015 | CORENERGY INFRASTRUCTURE TR
CUSIP 21870U205 | | COM | 112,452 | 106,952 | -5,500 | $711,000 | $473,000 | -$238,000 | 2015-11-04 |
|---|
| Q3 2015 | NUVEEN SELECT QUALITY MUN FD
CUSIP 670973106 | | COM | 49,758 | 40,824 | -8,934 | $658,000 | $546,000 | -$112,000 | 2015-11-04 |
|---|
| Q1 2015 | INVESTORS REAL ESTATE TR
CUSIP 461730103 | | SH BEN INT | 742,726 | 16,000 | -726,726 | $6,068,000 | $120,000 | -$5,948,000 | 2015-05-12 |
|---|
| Q1 2015 | HERSHA HOSPITALITY TR
CUSIP 427825104 | | SH BEN INT A | 980,423 | 177,224 | -803,199 | $6,891,000 | $1,147,000 | -$5,744,000 | 2015-05-12 |
|---|
| Q1 2015 | EQUITY COMWLTH
CUSIP 294628102 | United States | COM SH BEN INT | 68,132 | 21,810 | -46,322 | $1,749,000 | $578,000 | -$1,171,000 | 2015-05-12 |
|---|
| Q4 2014 | RAMCO-GERSHENSON PPTYS TR
CUSIP 751452202 | | COM SH BEN INT | 42,940 | 39,940 | -3,000 | $698,000 | $748,000 | +$50,000 | 2015-02-11 |
|---|
| Q3 2014 | RAMCO-GERSHENSON PPTYS TR
CUSIP 751452202 | | COM SH BEN INT | 714,703 | 42,940 | -671,763 | $11,879,000 | $698,000 | -$11,181,000 | 2014-11-13 |
|---|
| Q3 2014 | HERSHA HOSPITALITY TR
CUSIP 427825104 | | SH BEN INT A | 1,962,435 | 980,423 | -982,012 | $13,168,000 | $6,245,000 | -$6,923,000 | 2014-11-13 |
|---|
| Q3 2014 | INVESTORS REAL ESTATE TR
CUSIP 461730103 | | SH BEN INT | 1,102,624 | 742,726 | -359,898 | $10,155,000 | $5,719,000 | -$4,436,000 | 2014-11-13 |
|---|
| Q3 2014 | NUVEEN MUN ADVANTAGE FD INC
CUSIP 67062H106 | | COM | 17,000 | 12,017 | -4,983 | $229,000 | $162,000 | -$67,000 | 2014-11-13 |
|---|
| Q2 2014 | AG MTG INVT TR INC
CUSIP 001228105 | | COM | 30,000 | 25,000 | -5,000 | $526,000 | $473,000 | -$53,000 | 2014-08-14 |
|---|
| Q2 2014 | INVESTORS REAL ESTATE TR
CUSIP 461730103 | | SH BEN INT | 1,128,624 | 1,102,624 | -26,000 | $10,135,000 | $10,155,000 | +$20,000 | 2014-08-14 |
|---|
| Q4 2013 | APARTMENT INVT & MGMT CO
CUSIP 03748R101 | | CL A | 63,200 | 48,560 | -14,640 | $1,766,000 | $1,258,000 | -$508,000 | 2014-02-14 |
|---|
| Q4 2013 | HERSHA HOSPITALITY TR
CUSIP 427825104 | | SH BEN INT A | 2,020,911 | 1,962,435 | -58,476 | $11,296,000 | $10,931,000 | -$365,000 | 2014-02-14 |
|---|
| Q4 2013 | INVESTORS REAL ESTATE TR
CUSIP 461730103 | | SH BEN INT | 1,136,624 | 1,128,624 | -8,000 | $9,378,000 | $9,683,000 | +$305,000 | 2014-02-14 |
|---|
| Q4 2013 | RAMCO-GERSHENSON PPTYS TR
CUSIP 751452202 | | COM SH BEN INT | 718,103 | 714,703 | -3,400 | $11,066,000 | $11,250,000 | +$184,000 | 2014-02-14 |
|---|
| Q3 2013 | SENIOR HSG PPTYS TR
CUSIP 81721M109 | | SH BEN INT | 306,738 | 56,738 | -250,000 | $7,954,000 | $1,324,000 | -$6,630,000 | 2013-11-14 |
|---|
| Q3 2013 | GOVERNMENT PPTYS INCOME TR
CUSIP 38376A103 | | COM SHS BEN INT | 232,640 | 32,640 | -200,000 | $5,867,000 | $781,000 | -$5,086,000 | 2013-11-14 |
|---|
| Q3 2013 | HEALTHCARE RLTY TR
CUSIP 421946104 | | COM | 146,500 | 143,500 | -3,000 | $3,736,000 | $3,316,000 | -$420,000 | 2013-11-14 |
|---|
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