Equity and Debt

 PCH

 
Type Mil USD
Equity 156.3
Debt 584.0
 

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 266 4.31 Premium 419 7.44
New Owners Premium 29 26.09 Premium 24 -41.46
Sold Out Premium 16 0.00 Premium 11 -42.11
# of Owners Buying Premium 81 0.00 Premium 125 34.41
# of Owners Selling Premium 103 9.57 Premium 109 28.24
Total Shares Owned (Mil) Premium 34 1.83 Premium 22 2.65
Total Shares Bought (Mil) Premium 4 33.12 Premium 2 23.25
Total Shares Sold (Mil) Premium 8 212.49 Premium 1 58.59
Net Share Change (Mil) Premium -4 -685.22 Premium 1 -23.70

Fund Owners' Style

 PCH

16 84 44 Lg
15 73 24 Md
17 105 41 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 16 1,199,054 1,058,992 150,798 312.24
Large Blend 84 1,506,099 37,525 18,134 1.3
Large Growth 44 1,041,343 171,103 80,537 9.53
Mid Value 15 1,452,808 8,407 615,189 -29.46
Mid Blend 73 3,610,963 201,813 184,075 0.49
Mid Growth 24 1,196,515 6,884 29,726 -1.87
Small Value 17 4,769,782 29,911 58,330 -0.59
Small Blend 105 5,045,315 252,539 125,628 2.58
Small Growth 41 2,326,752 164,958 156,106 0.38
Total 419 22,148,631 1,932,132 1,418,523 2.37
Data displayed as of  03/31/2017

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,300,000 0 5.67 2.67 01/31/2017
CGM Realty Premium 1,098,000 1,058,000 2.71 5.21 12/31/2016
Vanguard Small Cap Index Premium 945,516 12,594 2.33 0.06 03/31/2017
Vanguard Total Stock Mkt Idx Premium 898,676 1,995 2.21 0.01 03/31/2017
Undiscovered Mgrs Behavioral Value Inst Premium 924,416 13,800 2.28 0.69 02/28/2017
T. Rowe Price Small-Cap Value Premium 893,700 -30,400 2.20 0.41 03/31/2017
Vanguard Small Cap Value Index Inv Premium 615,008 13,405 1.51 0.1 03/31/2017
Vanguard Extended Market Idx Inv Premium 506,609 11,164 1.25 0.04 03/31/2017
SPDR® S&P MidCap 400 ETF Premium 479,237 -15,318 1.18 0.11 03/31/2017
Fidelity® Real Estate Income Premium 418,740 -511,600 1.03 0.35 01/31/2017
Total: Top 10 funds Premium 9,079,902 553,640 22.37

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -- 9,571,000 -- 9,571,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 -- 3,810,000 -- 3,810,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Mlt-Strat Trgt Ret Fd 0 -- 1,728,000 -- 1,728,000
Fsitc Global High Yield Bond Fund 0 -- 0 -- 0
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
Highland Fixed Income Fund 0 250,000 750,000 250,000 750,000
Total: Top 10 funds 0 0 27,074,000 250,000 27,074,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,907 --- --- ---
# of Institution Owners 266 --- --- ---
# of Fund Owners 419 --- --- ---
% Owned by Institutions 84.57 --- --- ---
% Owned by Funds 54.64 --- --- ---
% Owned by Insiders 1.18 --- --- ---