HERNDON CAPITAL MANAGEMENT Information

191 PEACHTREE ST. N E, ATLANTA, Georgia, 30303, (404) 232-8836

Report Date: 03/31/2013

Position Statistics:

Total Positions 199
New Positions 12
Increased Positions 92
Decreased Positions 102
Positions with Activity 194
Sold Out Positions 14
Total Mkt Value
(in $ millions)
6,784

Sector Weighting

Basic Materials 6.64%
Capital Goods 5.53%
Conglomerates
Consumer Cyclical 0.25%
Consumer/Non-Cyclical 8.94%
Energy 23.87%
Financial 13.44%
Healthcare 6.21%
Services 20.45%
Technology 10.55%
Transportation 3.96%
Utilities 0.14%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

199 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PEABODY ENERGY CORP COM 178 -829 (82.34) 8,492
CHINA CONSTR BK CORP ADR 170 -37 (17.82) 10,324
FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 159 159 New 4,633
HARMONY GOLD MNG LTD SPONSORED ADR 75 -7 (8.98) 19,877
DESARROLLADORA HOMEX S A DE CV SPONSORED ADR 57 -7 (10.33) 13,226
AETNA INC NEW COM -608 Sold Out 0
ASHLAND INC NEW COM -6,590 Sold Out 0
BAIDU INC SPON ADR REP A -230 Sold Out 0
CHIMERA INVT CORP COM -3,082 Sold Out 0
FOCUS MEDIA HLDG LTD SPONSORED ADR -273 Sold Out 0
HATTERAS FINL CORP COM -2,403 Sold Out 0
HEINZ H J CO COM -3,137 Sold Out 0
HESS CORP COM -4,891 Sold Out 0
OCEANEERING INTL INC COM -3,826 Sold Out 0
PHILLIPS 66 COM -4,596 Sold Out 0
ROYAL DUTCH SHELL PLC SPONS ADR A -252 Sold Out 0
SBA COMMUNICATIONS CORP COM -7,047 Sold Out 0
TIMKEN CO COM -1,894 Sold Out 0
UNITED THERAPEUTICS CORP DEL COM -69,479 Sold Out 0

Latest News Headlines

U.S., U.K. Central Bankers Say Bank Rules Too Complex    6:45AM ET  - Dow Jones Business News

ExxonMobil Interested in Papua New Guinea Gas Assets    6:05AM ET  - Dow Jones Business News

JA Solar to Hold Annual General Meeting on June 28, 2013    6:00AM ET  - GlobeNewswire

UPDATE: Patent Battle Between Nokia and HTC Heats Up    5:37AM ET  - Dow Jones Business News

UPDATE: Exxon, InterOil in Talks Over Papua New Guinea Gas Assets    5:31AM ET  - Dow Jones Business News

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