Equity and Debt

 PCH

 
Type Mil USD
Equity 170.3
Debt 579.2
 

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 294 12.21 Premium 430 4.37
New Owners Premium 39 44.44 Premium 36 28.57
Sold Out Premium 30 50.00 Premium 16 60.00
# of Owners Buying Premium 95 14.46 Premium 127 4.96
# of Owners Selling Premium 102 7.37 Premium 115 12.75
Total Shares Owned (Mil) Premium 33 1.49 Premium 21 6.40
Total Shares Bought (Mil) Premium 3 -3.06 Premium 2 104.52
Total Shares Sold (Mil) Premium 7 74.31 Premium 2 -0.38
Net Share Change (Mil) Premium -4 306.79 Premium 0 -70.72

Fund Owners' Style

 PCH

13 81 43 Lg
17 72 31 Md
16 111 46 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 13 29,913 30 208 -0.59
Large Blend 81 1,836,653 220,821 1,051,061 -31.13
Large Growth 43 887,465 77,880 52,642 2.93
Mid Value 17 1,196,953 89,153 423,859 -21.85
Mid Blend 72 3,591,266 178,760 128,571 1.42
Mid Growth 31 1,379,344 42,462 1,143 3.09
Small Value 16 3,100,623 48,706 436,317 -11.11
Small Blend 111 6,067,006 340,864 119,113 3.79
Small Growth 46 3,162,555 890,727 79,821 34.48
Total 430 21,251,778 1,889,403 2,292,735 -1.86
Data displayed as of  07/31/2017

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,000,000 -300,000 4.93 2.61 04/30/2017
Vanguard Total Stock Mkt Idx Premium 977,469 74,029 2.41 0.01 06/30/2017
Vanguard Small Cap Index Premium 937,396 -16,164 2.31 0.05 06/30/2017
T. Rowe Price Small-Cap Value Premium 880,900 -12,800 2.17 0.41 06/30/2017
Undiscovered Mgrs Behavioral Value Inst Premium 690,216 0 1.70 0.54 06/30/2017
Vanguard Small Cap Value Index Inv Premium 609,925 -9,932 1.50 0.1 06/30/2017
Fidelity® Series Small Cap Opps Premium 532,600 532,600 1.31 0.43 04/30/2017
Vanguard Extended Market Idx Inv Premium 514,673 3,456 1.27 0.04 06/30/2017
SPDR® S&P MidCap 400 ETF Premium 466,006 12,873 1.15 0.11 06/30/2017
iShares Russell 2000 Growth Premium 336,685 -2,784 0.81 0.2 08/10/2017
Total: Top 10 funds Premium 7,945,870 281,278 19.56

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
Fsitc Global High Yield Bond Fund 0 -- 0 -- 0
Westcore Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Anfield Universal Fixed Income Fund 0 1,173,000 1,173,000 1,173,000 1,173,000
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 -- 750,000 -- 750,000
Total: Top 10 funds 0 0 26,519,000 1,173,000 26,519,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,803 --- --- ---
# of Institution Owners 294 --- --- ---
# of Fund Owners 430 --- --- ---
% Owned by Institutions 80.31 --- --- ---
% Owned by Funds 52.14 --- --- ---
% Owned by Insiders 1.19 --- --- ---