$528 Million is the total value of GOODWIN DANIEL L's 209 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BKK | Exit | BLACKROCK MUN 2020 TERM TR | $0 | – | -1,700 | -100.0% | -0.01% | – |
| FTR | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -10,045 | -100.0% | -0.01% | – |
| MDT | Exit | MEDTRONIC INC | $0 | – | -900 | -100.0% | -0.01% | – |
| BBTPRG | Exit | BB&T CORP | $0 | – | -10,000 | -100.0% | -0.04% | – |
| MARPS | Exit | MARINE PETE TRunit ben int | $0 | – | -16,343 | -100.0% | -0.06% | – |
| Exit | BANK OF AMERICA CORPORATIONcall | $0 | – | -25,000 | -100.0% | -0.07% | – | |
| LEO | Exit | DREYFUS STRATEGIC MUNS INC | $0 | – | -53,676 | -100.0% | -0.09% | – |
| BPT | Exit | BP PRUDHOE BAY RTY TRunit ben int | $0 | – | -5,500 | -100.0% | -0.10% | – |
| EPRPRC | Exit | EPR PPTYSpfd c cnv 5.75% | $0 | – | -30,000 | -100.0% | -0.13% | – |
| Exit | AMERICAN RLTY CAP PPTYS INCput | $0 | – | -120,000 | -100.0% | -0.30% | – | |
| Exit | INLAND REAL ESTATE CORP | $0 | – | -237,878 | -100.0% | -0.49% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 4.1% |
| NUVEEN AMT FREE QLTY MUN INCME | 42 | Q3 2023 | 1.6% |
| INVESCO VALUE MUN INCOME TR | 42 | Q3 2023 | 1.4% |
| EQUITY RESIDENTIAL | 42 | Q3 2023 | 1.3% |
| GOLDMAN SACHS GROUP INC | 42 | Q3 2023 | 1.2% |
| WELLS FARGO CO NEW | 42 | Q3 2023 | 0.8% |
| MORGAN STANLEY | 42 | Q3 2023 | 1.0% |
| NUVEEN QUALITY MUNCP INCOME | 42 | Q3 2023 | 1.0% |
| OMEGA HEALTHCARE INVS INC | 42 | Q3 2023 | 1.3% |
| PUTNAM MUN OPPORTUNITIES TR | 42 | Q3 2023 | 0.5% |
View GOODWIN DANIEL L's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| INLAND REAL ESTATE CORP | December 23, 2015 | 11,819,361 | 11.7% |
| RETAIL PROPERTIES OF AMERICA, INC. | October 04, 2012 | ? | ? |
| INLAND WESTERN RETAIL REAL ESTATE TRUST INC | November 26, 2007 | 309,811,564,424 | 6.4% |
| INLAND RETAIL REAL ESTATE TRUST INC | January 10, 2005 | 15,682,969 | 6.3% |
| INLAND REAL ESTATE CORP | April 26, 2004 | 909,000 | 0.0% |
| PRIME RETAIL INC/BD/ | September 02, 2003 | 124,550 | 5.4% |
View GOODWIN DANIEL L's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-19 |
| 13F-HR | 2021-07-19 |
View GOODWIN DANIEL L's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.