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 286 -1.38 Premium 382 -1.29
New Owners Premium 31 6.90 Premium 21 110.00
Sold Out Premium 34 70.00 Premium 32 -13.51
# of Owners Buying Premium 81 -14.74 Premium 110 11.11
# of Owners Selling Premium 101 -3.81 Premium 77 -31.86
Total Shares Owned (Mil) Premium 41 16.54 Premium 23 17.48
Total Shares Bought (Mil) Premium 4 91.67 Premium 2 113.68
Total Shares Sold (Mil) Premium 5 115.29 Premium 2 -15.11
Net Share Change (Mil) Premium -1 369.69 Premium 0 -101.57

Fund Owners' Style

 PCH

22 87 9 Lg
15 74 22 Md
23 66 64 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 22 136,666 9,240 5,300 2.97
Large Blend 87 5,292,209 1,208,481 353,329 19.27
Large Growth 9 674,331 14,748 53,600 -5.45
Mid Value 15 1,784,207 3,216 19,200 -0.89
Mid Blend 74 4,023,346 55,803 262,194 -4.88
Mid Growth 22 1,104,550 15,674 195,786 -14.02
Small Value 23 2,900,030 178,439 4,544 6.38
Small Blend 66 5,251,202 65,403 582,011 -8.96
Small Growth 64 1,358,256 16,748 74,622 -4.09
Total 382 22,524,797 1,567,752 1,550,586 0.08
Data displayed as of  06/30/2015

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 756,224 5,092 1.86 0.05 05/31/2015
Vanguard Total Stock Mkt Idx Premium 707,433 -1,702 1.74 0.01 05/31/2015
Fidelity® Real Estate Income Premium 509,300 76,200 1.25 0.42 04/30/2015
Vanguard Small Cap Value Index Inv Premium 431,445 1,905 1.06 0.09 05/31/2015
SPDR® S&P MidCap 400 ETF Premium 421,189 -95 1.04 0.09 05/31/2015
Vanguard Extended Market Idx Inv Premium 413,521 2,778 1.02 0.03 05/31/2015
Total: Top 10 funds Premium 7,566,884 -96,089 18.62

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 -- 4,577,000 -- 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 0 33,729,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,450 7,194 --- ---
# of Institution Owners 286 885 --- ---
# of Fund Owners 382 1021 --- ---
% Owned by Institutions 99.91 75.37 --- ---
% Owned by Funds 55.51 37.06 --- ---
% Owned by Insiders 0.98 0.49 --- ---