Equity and Debt

 PCH

 
Type Mil USD
Equity 217.0
Debt 629.6
 

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 279 -2.45 Premium 365 -2.41
New Owners Premium 26 -7.14 Premium 13 30.00
Sold Out Premium 34 78.95 Premium 21 -43.24
# of Owners Buying Premium 86 -9.47 Premium 107 17.58
# of Owners Selling Premium 97 -6.73 Premium 77 -28.70
Total Shares Owned (Mil) Premium 40 15.98 Premium 20 8.05
Total Shares Bought (Mil) Premium 4 91.53 Premium 1 14.86
Total Shares Sold (Mil) Premium 5 108.18 Premium 1 -39.16
Net Share Change (Mil) Premium -1 300.73 Premium 0 -75.22

Fund Owners' Style

 PCH

19 74 11 Lg
18 77 18 Md
19 69 60 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 19 856,414 238,309 20,430 34.12
Large Blend 74 2,556,282 175,240 233,847 -2.24
Large Growth 11 664,208 5,417 58,842 -7.44
Mid Value 18 2,678,646 131,981 19,498 4.38
Mid Blend 77 3,571,636 82,169 214,015 -3.56
Mid Growth 18 1,087,769 7,438 41,852 -3.07
Small Value 19 2,172,799 127,860 9,660 5.75
Small Blend 69 4,668,798 29,137 462,306 -8.49
Small Growth 60 2,135,201 41,161 49,248 -0.38
Total 365 20,391,753 838,712 1,109,698 -1.31
Data displayed as of  04/30/2015

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,542,634 0 3.80 0.95 03/31/2015
T. Rowe Price Small-Cap Value Premium 999,400 -148,800 2.46 0.46 03/31/2015
Perkins Small Cap Value L Premium 923,138 -110,467 2.27 2.11 03/31/2015
Victory Sycamore Small Company Opp R Premium 862,600 79,000 2.12 1.32 03/31/2015
Vanguard Small Cap Index Premium 751,132 10,028 1.85 0.05 04/30/2015
Vanguard Total Stock Mkt Idx Premium 709,135 719 1.74 0.01 04/30/2015
Fidelity® Real Estate Income Premium 433,100 126,200 1.07 0.38 01/31/2015
Vanguard Small Cap Value Index Inv Premium 429,540 16,791 1.06 0.09 04/30/2015
SPDR® S&P MidCap 400 ETF Premium 421,284 25,394 1.04 0.09 04/30/2015
Vanguard Extended Market Idx Inv Premium 410,743 2,301 1.01 0.03 04/30/2015
Total: Top 10 funds Premium 7,482,706 1,166 18.42

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Trust Plus Bond Fund 0 -- 15,521,000 -- 15,521,000
Aviva Investors Global High Yield Bond 0 1,705,000 4,577,000 1,705,000 4,577,000
JPMorgan High Yield Fund 0 -- 3,494,000 -- 3,494,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Lord Abbett Income Fund 0 -- 2,240,000 -- 2,240,000
Fsitc Global High Yield Bond Fund 0 -- 0 -- 0
Westcore Trust Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
NEI Northwest Specialty Glb Hi Yld Bd Fd 0 -- 1,375,000 -- 1,375,000
Lord Abbett Short Duration Income Fund 0 -- 1,500,000 -- 1,500,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Total: Top 10 funds 0 0 33,729,000 1,705,000 33,729,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,470 7,304 --- ---
# of Institution Owners 279 873 --- ---
# of Fund Owners 365 995 --- ---
% Owned by Institutions 99.20 75.52 --- ---
% Owned by Funds 50.04 36.36 --- ---
% Owned by Insiders 0.98 0.49 --- ---