Advertisement
Screener

GOODWIN DANIEL L Historic Quarter Change: USA Stocks, Reduced

GOODWIN DANIEL L historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, GOODWIN DANIEL L opened 66 positions, added to 42, reduced 72 and sold out of 55.

  • Q3 2016: Stock MPC; Country of operation United States; Class COM; Shares before 87,000.
  • Q3 2016: Stock AAPL; Country of operation United States; Class COM; Shares before 23,110.
  • Q3 2016: Stock MPT; Country of operation United States; Class COM; Shares before 258,400.
  • Q3 2016: Stock KRG; Country of operation United States; Class COM NEW; Shares before 79,532.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016MPC
MARATHON PETE CORP
United StatesCOM87,00048,000-39,000$3,303,000$1,949,000-$1,354,0002016-10-19
Q3 2016AAPL
APPLE INC
United StatesCOM23,11022,810-300$2,210,000$2,579,000+$369,0002016-10-19
Q3 2016MPT
MEDICAL PPTYS TRUST INC
United StatesCOM258,400244,400-14,000$3,931,000$3,609,000-$322,0002016-10-19
Q3 2016KRG
KITE RLTY GROUP TR
United StatesCOM NEW79,53274,280-5,252$2,230,000$2,059,000-$171,0002016-10-19
Q3 2016BYM
BLACKROCK MUNICIPL INC QLTY
United StatesCOM40,62236,622-4,000$660,000$573,000-$87,0002016-10-19
Q3 2016MSFT
MICROSOFT CORP
United StatesCOM5,8954,000-1,895$302,000$230,000-$72,0002016-10-19
Q3 2016IRT
INDEPENDENCE RLTY TR INC
United StatesCOM18,50910,854-7,655$152,000$97,000-$55,0002016-10-19
Q3 2016MUE
BLACKROCK MUNIHLDNGS QLTY II
United StatesCOM12,09711,597-500$180,000$171,000-$9,0002016-10-19
Q2 2016MPT
MEDICAL PPTYS TRUST INC
United StatesCOM616,000258,400-357,600$7,996,000$3,931,000-$4,065,0002016-07-28
Q2 2016KRG
KITE RLTY GROUP
United StatesCOM NEW125,97179,532-46,439$3,491,000$2,230,000-$1,261,0002016-07-28
Q2 2016OHI
OMEGA HEALTHCARE INVS INC
United StatesCOM26,70022,700-4,000$942,000$770,000-$172,0002016-07-28
Q2 2016IRT
INDEPENDENCE RLTY TR INC
United StatesCOM37,50918,509-19,000$267,000$152,000-$115,0002016-07-28
Q2 2016LTC
LTC PPTYS INC
United StatesCOM10,6087,608-3,000$480,000$394,000-$86,0002016-07-28
Q1 2016KRG
KITE RLTY GROUP TR
United StatesCOM NEW156,271125,971-30,300$4,052,000$3,491,000-$561,0002016-04-29
Q1 2016PAA
PLAINS ALL AMERN PIPELINE L
United StatesUNIT LTD PARTN118,455117,955-500$2,736,000$2,474,000-$262,0002016-04-29
Q1 2016EPD
ENTERPRISE PRODS PARTNERS L
United StatesCOM76,64576,445-200$1,961,000$1,882,000-$79,0002016-04-29
Q4 2015XHR
XENIA HOTELS & RESORTS INC
United StatesCOM126,94876,948-50,000$2,216,000$1,179,000-$1,037,0002016-02-04
Q4 2015KMI
KINDER MORGAN INC DEL
United StatesCOM18,00015,000-3,000$498,000$224,000-$274,0002016-02-04
Q4 2015NGL
NGL ENERGY PARTNERS LP
United StatesCOM UNIT REPST13,82712,327-1,500$276,000$136,000-$140,0002016-02-04
Q4 2015AMZN
AMAZON COM INC
United StatesCOM600300-300$308,000$203,000-$105,0002016-02-04
Q4 2015HGTXU
HUGOTON RTY TR TEX
UNIT BEN INT26,61018,410-8,200$79,000$29,000-$50,0002016-02-04
Q3 2015EPD
ENTERPRISE PRODS PARTNERS L
United StatesCOM74,64573,645-1,000$2,231,000$1,834,000-$397,0002015-11-04
Q3 2015KMI
KINDER MORGAN INC DEL
United StatesCOM20,00018,000-2,000$768,000$498,000-$270,0002015-11-04
Q3 2015BYM
BLACKROCK MUNICIPL INC QLTY
United StatesCOM45,07040,622-4,448$612,000$561,000-$51,0002015-11-04
Q3 2015HGTXU
HUGOTON RTY TR TEX
UNIT BEN INT29,61026,610-3,000$104,000$79,000-$25,0002015-11-04
Q2 2015MPT
MEDICAL PPTYS TRUST INC
United StatesCOM562,400557,900-4,500$8,289,000$7,314,000-$975,0002015-08-05
Q2 2015NNN
NATIONAL RETAIL PPTYS INC
United StatesCOM25,83321,833-4,000$1,059,000$764,000-$295,0002015-08-05
Q2 2015BAC
BANK AMER CORP
United StatesCOM97,35373,153-24,200$1,498,000$1,245,000-$253,0002015-08-05
Q2 2015HGTXU
HUGOTON RTY TR TEX
UNIT BEN INT44,61029,610-15,000$260,000$104,000-$156,0002015-08-05
Q2 2015LTC
LTC PPTYS INC
United StatesCOM12,10810,608-1,500$557,000$441,000-$116,0002015-08-05
Q2 2015JPM
JPMORGAN CHASE & CO
United StatesCOM83,75076,550-7,200$5,073,000$5,187,000+$114,0002015-08-05
Q2 2015O
REALTY INCOME CORP
United StatesCOM5,5004,500-1,000$284,000$200,000-$84,0002015-08-05
Q2 2015C
CITIGROUP INC
United StatesCOM NEW14,65012,300-2,350$755,000$679,000-$76,0002015-08-05
Q2 2015INTC
INTEL CORP
United StatesCOM10,0008,000-2,000$313,000$244,000-$69,0002015-08-05
Q1 2015MPT
MEDICAL PPTYS TRUST INC
United StatesCOM1,636,631562,400-1,074,231$22,553,000$8,289,000-$14,264,0002015-05-12
Q1 2015OHI
OMEGA HEALTHCARE INVS INC
United StatesCOM141,95325,800-116,153$5,546,000$1,047,000-$4,499,0002015-05-12
Q1 2015LTC
LTC PPTYS INC
United StatesCOM116,17512,108-104,067$5,016,000$557,000-$4,459,0002015-05-12
Q1 2015OLP
ONE LIBERTY PPTYS INC
United StatesCOM229,83052,174-177,656$5,440,000$1,274,000-$4,166,0002015-05-12
Q1 2015O
REALTY INCOME CORP
United StatesCOM52,5005,500-47,000$2,504,000$284,000-$2,220,0002015-05-12
Q1 2015NNN
NATIONAL RETAIL PPTYS INC
United StatesCOM53,55025,833-27,717$2,108,000$1,059,000-$1,049,0002015-05-12
Q1 2015VMRK
EQUITY RESIDENTIAL
United StatesSH BEN INT20,16410,164-10,000$1,448,000$792,000-$656,0002015-05-12
Q1 2015FR
FIRST INDUSTRIAL REALTY TRUS
United StatesCOM16,00014,000-2,000$329,000$300,000-$29,0002015-05-12
Q4 2014BAC
BANK AMER CORP
United StatesCOM109,85397,353-12,500$1,873,000$1,742,000-$131,0002015-02-11
Q4 2014HGTXU
HUGOTON RTY TR TEX
UNIT BEN INT45,11044,610-500$405,000$377,000-$28,0002015-02-11
Q3 2014MPT
MEDICAL PPTYS TRUST INC
United StatesCOM2,192,7781,606,631-586,147$29,032,000$19,698,000-$9,334,0002014-11-13
Q3 2014LTC
LTC PPTYS INC
United StatesCOM340,324116,175-224,149$13,286,000$4,287,000-$8,999,0002014-11-13
Q3 2014FSP
FRANKLIN STREET PPTYS CORP
United StatesCOM620,425320,425-300,000$7,805,000$3,595,000-$4,210,0002014-11-13
Q3 2014NNN
NATIONAL RETAIL PPTYS INC
United StatesCOM130,76953,550-77,219$4,864,000$1,851,000-$3,013,0002014-11-13
Q3 2014OHI
OMEGA HEALTHCARE INVS INC
United StatesCOM191,953141,953-50,000$7,075,000$4,853,000-$2,222,0002014-11-13
Q3 2014OLP
ONE LIBERTY PPTYS INC
United StatesCOM276,660229,830-46,830$5,905,000$4,650,000-$1,255,0002014-11-13
Q3 2014PDM
PIEDMONT OFFICE REALTY TR IN
United StatesCOM CL A42,60010,000-32,600$806,000$176,000-$630,0002014-11-13
Q3 2014GTY
GETTY RLTY CORP NEW
United StatesCOM87,47070,470-17,000$1,669,000$1,198,000-$471,0002014-11-13
Q3 2014WFC
WELLS FARGO & CO NEW
United StatesCOM27,50020,000-7,500$1,445,000$1,037,000-$408,0002014-11-13
Q3 2014SBRA
SABRA HEALTH CARE REIT INC
United StatesCOM23,33415,334-8,000$670,000$373,000-$297,0002014-11-13
Q2 2014MPT
MEDICAL PPTYS TRUST INC
United StatesCOM4,164,6532,192,778-1,971,875$53,266,000$29,032,000-$24,234,0002014-08-14
Q2 2014UHT
UNIVERSAL HEALTH RLTY INCM T
United StatesSH BEN INT22,8557,242-15,613$965,000$315,000-$650,0002014-08-14
Q2 2014ELME
WASHINGTON REAL ESTATE INVT
United StatesSH BEN INT12,0009,500-2,500$287,000$247,000-$40,0002014-08-14
Q1 2014JPM
JPMORGAN CHASE & CO
United StatesCOM118,38183,750-34,631$6,923,000$5,084,000-$1,839,0002014-05-15
Q1 2014WFC
WELLS FARGO & CO NEW
United StatesCOM56,50027,500-29,000$2,566,000$1,368,000-$1,198,0002014-05-15
Q4 2013BAC
BANK OF AMERICA CORPORATION
United StatesCOM139,600109,600-30,000$1,926,000$1,706,000-$220,0002014-02-14
Q4 2013CRT
CROSS TIMBERS RTY TR
United StatesTR UNIT12,3909,190-3,200$363,000$269,000-$94,0002014-02-14
Q4 2013MTR
MESA RTY TR
United StatesUNIT BEN INT14,10011,300-2,800$326,000$240,000-$86,0002014-02-14
Q4 2013C
CITIGROUP INC
United StatesCOM NEW17,45014,650-2,800$846,000$764,000-$82,0002014-02-14
Q4 2013HGTXU
HUGOTON RTY TR TEX
UNIT BEN INT51,86045,110-6,750$387,000$339,000-$48,0002014-02-14
Q3 2013NNN
NATIONAL RETAIL PPTYS INC
United StatesCOM630,769130,769-500,000$21,698,000$4,161,000-$17,537,0002013-11-14
Q3 2013MPT
MEDICAL PPTYS TRUST INC
United StatesCOM4,210,6534,160,653-50,000$60,296,000$50,636,000-$9,660,0002013-11-14
Q3 2013FSP
FRANKLIN STREET PPTYS CORP
United StatesCOM921,700620,425-301,275$12,166,000$7,904,000-$4,262,0002013-11-14
Q3 2013OLP
ONE LIBERTY PPTYS INC
United StatesCOM363,581276,660-86,921$7,984,000$5,611,000-$2,373,0002013-11-14
Q3 2013UHT
UNIVERSAL HEALTH RLTY INCM T
United StatesSH BEN INT22,85515,613-7,242$985,000$654,000-$331,0002013-11-14
Q3 2013BAC
BANK OF AMERICA CORPORATION
United StatesCOM172,100139,600-32,500$2,213,000$1,926,000-$287,0002013-11-14
Q3 2013MTR
MESA RTY TR
United StatesUNIT BEN INT17,39514,100-3,295$396,000$326,000-$70,0002013-11-14
Q3 2013CIF
MFS INTERMEDIATE HIGH INC FD
United StatesSH BEN INT26,22514,500-11,725$75,000$40,000-$35,0002013-11-14

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet