GOODWIN DANIEL L historic quarter change: USA Funds, Sold out
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 NUVEEN SELECT QUALITY MUN FD; Country of operation —; Class COM; Shares before 40,824.
- Q3 2016: Stock NUVEEN INVT QUALITY MUN FD I; Country of operation —; Class COM; Shares before 1,000.
- Q2 2016: Stock NUVEEN QUALITY MUN FD INC; Country of operation —; Class COM; Shares before 215,251.
- Q2 2016: Stock NUVEEN MUN OPPORTUNITY FD IN; Country of operation —; Class COM; Shares before 82,666.
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 | NUVEEN SELECT QUALITY MUN FD
CUSIP 670973106 | | COM | 40,824 | 0 | -40,824 | $634,000 | $0 | -$634,000 | 2016-10-19 |
|---|
| Q3 2016 | NUVEEN INVT QUALITY MUN FD I
CUSIP 67062E103 | | COM | 1,000 | 0 | -1,000 | $17,000 | $0 | -$17,000 | 2016-10-19 |
|---|
| Q2 2016 | NUVEEN QUALITY MUN FD INC
CUSIP 67062N103 | | COM | 215,251 | 0 | -215,251 | $3,065,000 | $0 | -$3,065,000 | 2016-07-28 |
|---|
| Q2 2016 | NUVEEN MUN OPPORTUNITY FD IN
CUSIP 670984103 | | COM | 82,666 | 0 | -82,666 | $1,217,000 | $0 | -$1,217,000 | 2016-07-28 |
|---|
| Q2 2016 | SENIOR HSG PPTYS TR
CUSIP 81721M109 | | SH BEN INT | 19,413 | 0 | -19,413 | $347,000 | $0 | -$347,000 | 2016-07-28 |
|---|
| Q2 2016 | NUVEEN MUN ADVANTAGE FD INC
CUSIP 67062H106 | | COM | 10,603 | 0 | -10,603 | $152,000 | $0 | -$152,000 | 2016-07-28 |
|---|
| Q1 2016 | NUVEEN INVT QUALITY MUN FD I
CUSIP 67062E103 | | COM | 1,000 | 0 | -1,000 | $15,000 | $0 | -$15,000 | 2016-04-29 |
|---|
| Q4 2015 | CORENERGY INFRASTRUCTURE TR
CUSIP 21870U205 | | COM | 106,952 | 0 | -106,952 | $473,000 | $0 | -$473,000 | 2016-02-04 |
|---|
| Q2 2015 | HERSHA HOSPITALITY TR
CUSIP 427825104 | | SH BEN INT A | 177,224 | 0 | -177,224 | $1,147,000 | $0 | -$1,147,000 | 2015-08-05 |
|---|
| Q2 2015 | MANAGED HIGH YIELD PLUS FD I
CUSIP 561911108 | | COM | 12,200 | 0 | -12,200 | $24,000 | $0 | -$24,000 | 2015-08-05 |
|---|
| Q1 2015 | HEALTHCARE RLTY TR
CUSIP 421946104 | | COM | 147,500 | 0 | -147,500 | $4,029,000 | $0 | -$4,029,000 | 2015-05-12 |
|---|
| Q1 2015 | GOVERNMENT PPTYS INCOME TR
CUSIP 38376A103 | | COM SHS BEN INT | 32,640 | 0 | -32,640 | $752,000 | $0 | -$752,000 | 2015-05-12 |
|---|
| Q1 2015 | AG MTG INVT TR INC
CUSIP 001228105 | | COM | 30,000 | 0 | -30,000 | $557,000 | $0 | -$557,000 | 2015-05-12 |
|---|
| Q1 2015 | ASHFORD HOSPITALITY TR INC
CUSIP 044103109 | | COM SHS | 34,923 | 0 | -34,923 | $366,000 | $0 | -$366,000 | 2015-05-12 |
|---|
| Q1 2015 | PENNSYLVANIA RL ESTATE INVT
CUSIP 709102503 | | SH BEN INT | 10,000 | 0 | -10,000 | $259,000 | $0 | -$259,000 | 2015-05-12 |
|---|
| Q1 2015 | CYS INVTS INC
CUSIP 12673A108 | | COM | 10,000 | 0 | -10,000 | $87,000 | $0 | -$87,000 | 2015-05-12 |
|---|
| Q1 2015 | NUVEEN INVT QUALITY MUN FD I
CUSIP 67062E103 | | COM | 1,000 | 0 | -1,000 | $15,000 | $0 | -$15,000 | 2015-05-12 |
|---|
| Q4 2014 | NEWCASTLE INVT CORP NEW
CUSIP 65105M504 | | COM NEW | 8,476 | 0 | -8,476 | $107,000 | $0 | -$107,000 | 2015-02-11 |
|---|
| Q3 2014 | COMMONWEALTH REIT
CUSIP 203233101 | | COM SH BEN INT | 68,132 | 0 | -68,132 | $1,794,000 | $0 | -$1,794,000 | 2014-11-13 |
|---|
| Q3 2014 | SENIOR HSG PPTYS TR
CUSIP 81721M109 | | SH BEN INT | 56,738 | 0 | -56,738 | $1,378,000 | $0 | -$1,378,000 | 2014-11-13 |
|---|
| Q3 2014 | AG MTG INVT TR INC
CUSIP 001228105 | | COM | 25,000 | 0 | -25,000 | $473,000 | $0 | -$473,000 | 2014-11-13 |
|---|
| Q3 2014 | NEW RESIDENTIAL INVT CORP
CUSIP 64828T102 | | COM | 25,430 | 0 | -25,430 | $160,000 | $0 | -$160,000 | 2014-11-13 |
|---|
| Q3 2014 | NEWCASTLE INVT CORP
CUSIP 65105M108 | | COM | 25,430 | 0 | -25,430 | $122,000 | $0 | -$122,000 | 2014-11-13 |
|---|
| Q2 2014 | MANAGED HIGH YIELD PLUS FD I
CUSIP 561911108 | | COM | 12,200 | 0 | -12,200 | $26,000 | $0 | -$26,000 | 2014-08-14 |
|---|
| Q1 2014 | HERSHA HOSPITALITY TR
CUSIP 427825104 | | SH BEN INT A | 1,962,435 | 0 | -1,962,435 | $10,931,000 | $0 | -$10,931,000 | 2014-05-15 |
|---|
| Q1 2014 | ASHFORD HOSPITALITY TR INC
CUSIP 044103109 | | COM SHS | 34,923 | 0 | -34,923 | $289,000 | $0 | -$289,000 | 2014-05-15 |
|---|
| Q4 2013 | BLACKROCK MUN 2020 TERM TR
CUSIP 09249X109 | | COM SHS | 1,700 | 0 | -1,700 | $28,000 | $0 | -$28,000 | 2014-02-14 |
|---|
| Q3 2013 | BLACKROCK HIGH INCOME SHS
CUSIP 09250E107 | | SHS BEN INT | 21,000 | 0 | -21,000 | $45,000 | $0 | -$45,000 | 2013-11-14 |
|---|
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