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Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. New Gold Inc stake

total: 237

Donald Smith & Co. NGD trades

Total transactions:
15
New positions:
2
Sold out:
2
Added:
4
Reduced:
7
Held since:
2017 Q1
Held for:
3 quarters
Latest activity:
2017 Q4
According to 2026 Q2 report, Donald Smith & Co. doesn't hold any New Gold Inc (NGD) shares. To date, the estimated cost basis is nearly $3.03 for "buy" trades and estimated average "sell" price is $3.71. Donald Smith & Co. first purchased NGD in 2013 Q4, initially acquiring about 5.04M shares. Donald Smith & Co. later completely sold out the position and invested in New Gold Inc again in 2017 Q1. Since the initial investment in New Gold Inc (NGD), Donald Smith & Co. has made 14 more transactions.

When did Donald Smith & Co. sell New Gold Inc (NGD)?

Donald Smith & Co. sold off the entire New Gold Inc (NGD) position in 2017 Q4.

When did Donald Smith & Co. buy New Gold Inc (NGD)?

Donald Smith & Co. first invested in New Gold Inc (NGD) in 2013 Q4 at the reported quarter-end price of $5.24 per share.

What's the cost basis of Donald Smith & Co.'s NGD stake?

The estimated cost basis for New Gold Inc (NGD) stake is around $3.03 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$3.02
Weighted AVG sell price:
$3.71

Donald Smith & Co.'s historical trades in New Gold Inc

15 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2017 Q4
0.00%
$3.71
-100% (-792,987)
2017 Q3
0.07%
$3.71
-93.05% (-10,619,660)
2017 Q2
0.88%
$3.18
+29.11% (+2,573,108)
2017 Q1
0.68%
$2.98
new
2016 Q2
0.00%
$3.73
-100% (-3,216,883)
2016 Q1
0.34%
$3.73
-57.30% (-4,316,959)
2015 Q4
0.45%
$2.32
-1.76% (-134,824)
2015 Q3
0.53%
$2.27
-10.91% (-938,730)
2015 Q2
0.51%
$2.69
+23.59% (+1,642,686)
2015 Q1
0.51%
$3.39
-27.14% (-2,593,911)
2014 Q4
0.83%
$4.30
-1.75% (-170,229)
2014 Q3
1.01%
$5.05
-0.02% (-2,010)
2014 Q2
1.16%
$6.37
+72.97% (+4,105,207)
2014 Q1
0.53%
$4.88
+11.64% (+586,776)
2013 Q4
0.53%
$5.24
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.