Equity and Debt

 PCH

 
Type Mil USD
Equity 190.5
Debt 662.7
 

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 267 8.98 Premium 374 1.91
New Owners Premium 24 14.29 Premium 6 20.00
Sold Out Premium 25 13.64 Premium 24 140.00
# of Owners Buying Premium 99 19.28 Premium 113 18.95
# of Owners Selling Premium 73 -6.41 Premium 84 -11.58
Total Shares Owned (Mil) Premium 38 9.58 Premium 22 5.28
Total Shares Bought (Mil) Premium 3 12.46 Premium 1 50.26
Total Shares Sold (Mil) Premium 4 64.61 Premium 2 14.93
Net Share Change (Mil) Premium -1 -257.97 Premium -1 -9.88

Fund Owners' Style

 PCH

23 79 9 Lg
12 70 16 Md
22 68 75 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 23 303,228 18,066 10,890 2.42
Large Blend 79 4,391,307 163,293 443,943 -6.01
Large Growth 9 502,291 134 9,157 -1.76
Mid Value 12 3,013,046 217,700 16,915 7.14
Mid Blend 70 3,813,128 143,509 156,281 -0.33
Mid Growth 16 574,899 3,271 36,714 -5.5
Small Value 22 2,071,433 190,989 20,769 8.95
Small Blend 68 4,485,031 189,059 1,150,482 -17.65
Small Growth 75 3,290,707 92,812 43,985 1.51
Total 374 22,445,070 1,018,833 1,889,136 -3.73
Data displayed as of  03/31/2016

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,711,342 0 4.21 1.23 12/31/2015
T. Rowe Price Small-Cap Value Premium 936,200 -55,700 2.30 0.39 12/31/2015
Vanguard Small Cap Index Premium 826,547 -282 2.03 0.05 03/31/2016
Vanguard Total Stock Mkt Idx Premium 771,641 1,968 1.90 0.01 03/31/2016
Fidelity® Real Estate Income Premium 769,440 217,700 1.89 0.54 01/31/2016
Undiscovered Mgrs Behavioral Value Inst Premium 678,176 48,900 1.67 0.48 02/29/2016
Perkins Small Cap Value L Premium 592,239 -237,721 1.46 1.35 12/31/2015
Victory Sycamore Small Company Opp R Premium 477,300 -544,600 1.17 0.51 03/31/2016
Vanguard Small Cap Value Index Inv Premium 471,194 -1,603 1.16 0.08 03/31/2016
Vanguard Extended Market Idx Inv Premium 446,638 8,310 1.10 0.03 03/31/2016
Total: Top 10 funds Premium 7,680,717 -563,028 18.89

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -- 15,521,000 -- 15,521,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 1,232,000 1,792,000 1,232,000 1,792,000
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
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
New America High-Income 0 -- 575,000 -- 575,000
Highland Fixed Income Fund 0 -- 500,000 -- 500,000
Total: Top 10 funds 0 0 30,318,000 1,232,000 30,318,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
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Market Cap (Mil USD) 1,394 --- --- ---
# of Institution Owners 267 --- --- ---
# of Fund Owners 374 --- --- ---
% Owned by Institutions 93.82 --- --- ---
% Owned by Funds 55.64 --- --- ---
% Owned by Insiders 1.12 --- --- ---