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 398 3.65
New Owners Premium 31 19.23 Premium 30 3.45
Sold Out Premium 32 23.08 Premium 16 -23.81
# of Owners Buying Premium 95 9.20 Premium 113 8.65
# of Owners Selling Premium 99 8.79 Premium 76 -18.28
Total Shares Owned (Mil) Premium 38 16.07 Premium 20 8.90
Total Shares Bought (Mil) Premium 4 85.49 Premium 2 110.49
Total Shares Sold (Mil) Premium 4 129.72 Premium 1 -17.75
Net Share Change (Mil) Premium -1 -524.06 Premium 1 -6318.49

Fund Owners' Style

 PCH

18 86 25 Lg
15 83 17 Md
23 102 29 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 18 267,913 1,270 8,259 -2.54
Large Blend 86 1,967,533 228,186 71,364 8.66
Large Growth 25 247,149 12,361 3,944 3.53
Mid Value 15 294,756 41,080 72 16.16
Mid Blend 83 6,582,990 287,058 150,200 2.12
Mid Growth 17 464,718 23,198 5,440 3.97
Small Value 23 2,263,211 796,909 60,117 48.27
Small Blend 102 6,828,560 48,562 296,736 -3.51
Small Growth 29 1,304,506 86,576 11,965 6.07
Total 398 20,221,336 1,525,200 608,097 4.75
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
Total: Top 5 funds Premium 6,230,978 575,815 15.35

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  
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Market Cap (Mil USD) 1,697 7,296 --- ---
# of Institution Owners 295 891 --- ---
# of Fund Owners 398 981 --- ---
% Owned by Institutions 94.68 73.40 --- ---
% Owned by Funds 49.49 35.98 --- ---
% Owned by Insiders 0.83 0.49 --- ---