HCM
PPLI

Herndon Capital Management’s People Inc PPLI Stock Holding History

Herndon Capital Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-178,701
Closed -$2.19M – 165
2013
Q4 		$2.19M Sell
178,701
-54,868
-23% -$566K 0.03% 96
2013
Q3 		$2.28M Buy
+233,569
New +$2.13M 0.03% 95

Other funds holding PPLI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Herndon Capital Management's PPLI Position: Q1 2014 in Review

Herndon Capital Management sold out of People Inc (PPLI) in Q1 2014, closing a stake of 178,701 shares — an estimated $2.19M sold.

Herndon Capital Management first reported a position in PPLI in Q3 2013 and held it in 2 quarters. The position peaked at $2.28M in Q3 2013. 327 funds tracked by Wall St. Rank hold PPLI as of Q1 2014.

  • Herndon Capital Management reported no remaining People Inc position as of Q1 2014 after selling out during the quarter.
  • Herndon Capital Management sold 178,701 People Inc shares in Q1 2014, an estimated $2.19M.
  • Herndon Capital Management first reported a position in People Inc in Q3 2013 and held it in 2 quarters.
  • Herndon Capital Management's People Inc position peaked at $2.28M in Q3 2013.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q1 2014.

Based on Herndon Capital Management's 13F filing for Q1 2014, filed 14 May 2014.