Equity and Debt

 PCH

 
Type Mil USD
Equity 245.8
Debt 319.7
 

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 295 9.67 Premium 397 3.39
New Owners Premium 31 19.23 Premium 30 3.45
Sold Out Premium 32 23.08 Premium 16 -23.81
# of Owners Buying Premium 96 10.34 Premium 111 6.73
# of Owners Selling Premium 99 8.79 Premium 74 -20.43
Total Shares Owned (Mil) Premium 38 16.07 Premium 20 9.00
Total Shares Bought (Mil) Premium 4 85.54 Premium 2 112.96
Total Shares Sold (Mil) Premium 4 129.72 Premium 1 -19.84
Net Share Change (Mil) Premium -1 -523.32 Premium 1 -6544.83

Fund Owners' Style

 PCH

19 85 25 Lg
15 82 17 Md
23 102 29 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 19 267,707 672 8,259 -2.76
Large Blend 85 1,984,676 229,151 59,464 9.35
Large Growth 25 247,135 12,361 3,944 3.53
Mid Value 15 294,620 55,719 72 23.29
Mid Blend 82 6,594,326 288,252 150,505 2.13
Mid Growth 17 464,467 22,991 5,440 3.93
Small Value 23 2,266,011 797,709 57,317 48.53
Small Blend 102 6,807,542 47,056 300,080 -3.58
Small Growth 29 1,312,852 89,184 7,531 6.63
Total 397 20,239,336 1,543,095 592,612 4.93
Data displayed as of  10/31/2014

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,989,817 -133,054 4.90 1.03 09/30/2014
T. Rowe Price Small-Cap Value Premium 1,494,600 0 3.68 0.66 09/30/2014
Perkins Small Cap Value L Premium 1,286,483 -46,091 3.17 2.86 09/30/2014
Vanguard Small Cap Index Premium 708,678 3,560 1.75 0.06 10/31/2014
Victory Small Company Opportunity R Premium 751,400 751,400 1.85 1.34 09/30/2014
Vanguard Total Stock Mkt Idx Premium 666,216 3,612 1.64 0.01 10/31/2014
Vanguard Small Cap Value Index Inv Premium 382,608 4,289 0.94 0.12 10/31/2014
Vanguard Extended Market Idx Inv Premium 373,200 -5,538 0.92 0.04 10/31/2014
SPDR® S&P MidCap 400 ETF Premium 371,578 7,092 0.92 0.11 10/31/2014
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.83 09/30/2014
Total: Top 10 funds Premium 8,349,580 585,270 20.57

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
JPMorgan High Yield Fund 0 -- 3,494,000 -- 3,494,000
Aviva Investors Global High Yield Bond 0 -- 2,872,000 -- 2,872,000
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
Lord Abbett Short Duration Income Fund 0 -- 1,500,000 -- 1,500,000
NEI Northwest Specialty Glb Hi Yld Bd Fd 0 -- 1,375,000 -- 1,375,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Total: Top 10 funds 0 0 32,024,000 0 32,024,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
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Market Cap (Mil USD) 1,692 7,275 --- ---
# of Institution Owners 295 892 --- ---
# of Fund Owners 397 981 --- ---
% Owned by Institutions 94.68 73.40 --- ---
% Owned by Funds 49.52 36.12 --- ---
% Owned by Insiders 0.82 0.47 --- ---