Three Corner Global Investors’s NovaGold Resources NG Stock Holding History

Three Corner Global Investors’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
2018 Q1	$2M	Buy	+461,100	New	+$1.85M	0.65%	21
2016 Q4	–	Sell	-359,200	Closed	-$2.01M	–	34
2016 Q3	$2.01M	Hold	359,200	–	–	0.76%	19
2016 Q2	$2.2M	Hold	359,200	–	–	0.75%	22
2016 Q1	$1.81M	Buy	359,200 +86,000	+31%	+$396K	0.73%	20
2015 Q4	$1.15M	Hold	273,200	–	–	0.58%	18
2015 Q3	$986K	Hold	273,200	–	–	0.36%	23
2015 Q2	$934K	Hold	273,200	–	–	0.35%	21
2015 Q1	$809K	Hold	273,200	–	–	0.41%	20
2014 Q4	$806K	Hold	273,200	–	–	0.52%	23
2014 Q3	$828K	Hold	273,200	–	–	0.52%	25
2014 Q2	$1.15M	Hold	273,200	–	–	0.63%	21
2014 Q1	$986K	Buy	+273,200	New	+$931K	0.62%	30

Other funds holding NG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

Three Corner Global Investors's NG Position: Q1 2018 in Review

Three Corner Global Investors opened a new position in NovaGold Resources (NG) in Q1 2018: 461,100 shares worth $2M. The stake represents 0.65% of the portfolio and ranks #21 among its holdings. This is a return to the name: Three Corner Global Investors previously reported a position in NG as recently as Q3 2016.

Three Corner Global Investors first reported a position in NG in Q1 2014 and has held it in 12 quarters since. The position peaked at $2.2M in Q2 2016. 135 funds tracked by Wall St. Rank hold NG as of Q1 2018.

Three Corner Global Investors held 461,100 shares of NovaGold Resources worth $2M as of Q1 2018.
NovaGold Resources was a new Three Corner Global Investors position in Q1 2018.
NovaGold Resources made up 0.65% of Three Corner Global Investors's portfolio in Q1 2018, its #21 holding.
Three Corner Global Investors first reported a position in NovaGold Resources in Q1 2014 and has held it in 12 quarters since.
Three Corner Global Investors's NovaGold Resources position peaked at $2.2M in Q2 2016.
135 funds tracked by Wall St. Rank held NovaGold Resources as of Q1 2018.

Based on Three Corner Global Investors's 13F filing for Q1 2018, filed 15 May 2018.