First Manhattan’s NovaGold Resources NG Stock Holding History

First Manhattan’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-9,000	Closed	-$27K	–	1511
2014 Q3	$27K	Hold	9,000	–	–	﹤0.01%	1065
2014 Q2	$37K	Hold	9,000	–	–	﹤0.01%	1006
2014 Q1	$32K	Hold	9,000	–	–	﹤0.01%	1029
2013 Q4	$22K	Hold	9,000	–	–	﹤0.01%	1054
2013 Q3	$20K	Hold	9,000	–	–	﹤0.01%	1070
2013 Q2	$25K	Buy	+9,000	New	+$22.4K	﹤0.01%	1043

Other funds holding NG

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Manhattan's NG Position: Q4 2014 in Review

First Manhattan sold out of NovaGold Resources (NG) in Q4 2014, closing a stake of 9,000 shares — an estimated $27K sold.

First Manhattan first reported a position in NG in Q2 2013 and held it in 6 quarters. The position peaked at $37K in Q2 2014. 105 funds tracked by Wall St. Rank hold NG as of Q4 2014.

First Manhattan reported no remaining NovaGold Resources position as of Q4 2014 after selling out during the quarter.
First Manhattan sold 9,000 NovaGold Resources shares in Q4 2014, an estimated $27K.
First Manhattan first reported a position in NovaGold Resources in Q2 2013 and held it in 6 quarters.
First Manhattan's NovaGold Resources position peaked at $37K in Q2 2014.
105 funds tracked by Wall St. Rank held NovaGold Resources as of Q4 2014.

Based on First Manhattan's 13F filing for Q4 2014, filed 20 Jan 2015.