Equity and Debt

 PCH

 
Type Mil USD
Equity 190.5
Debt 662.7
 

Equity Owners

 PCH

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 PCH

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 276 7.39 Premium 374 1.63
New Owners Premium 38 123.53 Premium 14 250.00
Sold Out Premium 29 7.41 Premium 19 -24.00
# of Owners Buying Premium 103 13.19 Premium 114 4.59
# of Owners Selling Premium 72 -11.11 Premium 76 -2.56
Total Shares Owned (Mil) Premium 38 2.34 Premium 22 12.10
Total Shares Bought (Mil) Premium 7 145.46 Premium 3 425.27
Total Shares Sold (Mil) Premium 10 126.16 Premium 3 303.00
Net Share Change (Mil) Premium -2 77.81 Premium 0 -633.65

Fund Owners' Style

 PCH

21 73 8 Lg
17 72 20 Md
26 73 64 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 21 396,521 112,105 8,916 35.18
Large Blend 73 2,169,581 18,248 418,011 -15.56
Large Growth 8 501,014 823 29,029 -5.33
Mid Value 17 2,601,187 131,501 600,283 -15.27
Mid Blend 72 3,839,657 143,789 157,292 -0.35
Mid Growth 20 617,915 8,748 1,638 1.16
Small Value 26 4,694,518 2,584,456 112,223 111.25
Small Blend 73 4,819,424 207,749 1,530,165 -21.53
Small Growth 64 2,429,201 113,877 23,293 3.87
Total 374 22,069,018 3,321,296 2,880,850 2.04
Data displayed as of  05/31/2016

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,200,000 2,083,212 5.41 2.52 04/30/2016
Perkins Mid Cap Value L Premium 1,121,384 -589,958 2.76 0.87 03/31/2016
Fidelity® Real Estate Income Premium 877,240 107,800 2.16 0.71 04/30/2016
T. Rowe Price Small-Cap Value Premium 976,000 39,800 2.40 0.42 03/31/2016
Vanguard Small Cap Index Premium 841,608 7,348 2.07 0.05 05/31/2016
Vanguard Total Stock Mkt Idx Premium 790,687 8,791 1.94 0.01 05/31/2016
Undiscovered Mgrs Behavioral Value Inst Premium 761,376 46,100 1.87 0.59 04/30/2016
Vanguard Small Cap Value Index Inv Premium 487,236 8,349 1.20 0.09 05/31/2016
Vanguard Extended Market Idx Inv Premium 466,383 7,326 1.15 0.04 05/31/2016
SPDR® S&P MidCap 400 ETF Premium 453,102 21,133 1.11 0.09 05/31/2016
Total: Top 10 funds Premium 8,975,016 1,739,901 22.07

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -- 15,521,000 -- 15,521,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 1,170,000 2,962,000 1,170,000 2,962,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Westcore Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Fidelity® Series Real Estate Income Fund 0 -- 811,000 -- 811,000
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
Highland Fixed Income Fund 0 -- 500,000 -- 500,000
BMO Monegy High Yield Bond Fund 0 -- 337,000 -- 337,000
Total: Top 10 funds 0 0 31,250,000 1,170,000 31,250,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,337 --- --- ---
# of Institution Owners 276 --- --- ---
# of Fund Owners 374 --- --- ---
% Owned by Institutions 93.50 --- --- ---
% Owned by Funds 53.71 --- --- ---
% Owned by Insiders 1.08 --- --- ---