HCR Wealth Advisors’s NovaGold Resources NG Stock Holding History

HCR Wealth Advisors’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
2019 Q1	–	Sell	-23,000	Closed	-$91K	–	192
2018 Q4	$91K	Hold	23,000	–	–	0.03%	155
2018 Q3	$98K	Buy	+23,000	New	+$92.7K	0.03%	152
2017 Q4	–	Sell	-23,000	Closed	-$95K	–	175
2017 Q3	$95K	Hold	23,000	–	–	0.04%	159
2017 Q2	$105K	Buy	+23,000	New	+$99K	0.05%	136
2017 Q1	–	Sell	-23,000	Closed	-$105K	–	159
2016 Q4	$105K	Buy	+23,000	New	+$104K	0.06%	142

Other funds holding NG

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

TAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

HCR Wealth Advisors's NG Position: Q1 2019 in Review

HCR Wealth Advisors sold out of NovaGold Resources (NG) in Q1 2019, closing a stake of 23,000 shares — an estimated $91K sold.

HCR Wealth Advisors first reported a position in NG in Q4 2016 and held it in 5 quarters. The position peaked at $105K in Q2 2017. 142 funds tracked by Wall St. Rank hold NG as of Q1 2019.

HCR Wealth Advisors reported no remaining NovaGold Resources position as of Q1 2019 after selling out during the quarter.
HCR Wealth Advisors sold 23,000 NovaGold Resources shares in Q1 2019, an estimated $91K.
HCR Wealth Advisors first reported a position in NovaGold Resources in Q4 2016 and held it in 5 quarters.
HCR Wealth Advisors's NovaGold Resources position peaked at $105K in Q2 2017.
142 funds tracked by Wall St. Rank held NovaGold Resources as of Q1 2019.

Based on HCR Wealth Advisors's 13F filing for Q1 2019, filed 10 May 2019.