Equity and Debt

 PCH

 
Type Mil USD
Equity 140.5
Debt 586.3
 

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 285 17.77 Premium 367 5.16
New Owners Premium 36 28.57 Premium 10 -9.09
Sold Out Premium 22 -29.03 Premium 23 -32.35
# of Owners Buying Premium 92 2.22 Premium 120 10.09
# of Owners Selling Premium 88 35.38 Premium 96 23.08
Total Shares Owned (Mil) Premium 39 17.69 Premium 21 21.38
Total Shares Bought (Mil) Premium 4 -44.61 Premium 3 133.26
Total Shares Sold (Mil) Premium 8 -3.97 Premium 3 -32.83
Net Share Change (Mil) Premium -4 320.27 Premium 0 -114.06

Fund Owners' Style

 PCH

19 77 9 Lg
17 69 14 Md
27 102 33 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 19 397,071 1,345 27,181 -6.11
Large Blend 77 2,193,923 47,684 462,311 -15.89
Large Growth 9 814,913 314,505 30,069 53.62
Mid Value 17 1,528,555 125,960 1,188,151 -41
Mid Blend 69 3,540,814 78,568 344,209 -6.98
Mid Growth 14 514,779 5,076 2,043 0.59
Small Value 27 4,993,245 2,222,186 28,566 78.35
Small Blend 102 5,754,592 28,911 278,771 -4.16
Small Growth 33 1,190,908 28,904 90,932 -4.95
Total 367 20,928,800 2,853,139 2,452,233 1.95
Data displayed as of  07/31/2016

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,200,000 2,083,212 5.41 2.52 04/30/2016
T. Rowe Price Small-Cap Value Premium 968,800 -7,200 2.38 0.43 06/30/2016
Vanguard Small Cap Index Premium 854,840 8,048 2.11 0.05 07/31/2016
Vanguard Total Stock Mkt Idx Premium 808,555 1,848 2.00 0.01 07/31/2016
Fidelity® Real Estate Income Premium 877,240 107,800 2.16 0.71 04/30/2016
Undiscovered Mgrs Behavioral Value Inst Premium 849,276 36,500 2.09 0.6 06/30/2016
Vanguard Small Cap Value Index Inv Premium 512,213 3,883 1.26 0.1 07/31/2016
Vanguard Extended Market Idx Inv Premium 470,991 576 1.16 0.04 07/31/2016
SPDR® S&P MidCap 400 ETF Premium 460,321 12,397 1.14 0.1 07/31/2016
Victory Sycamore Small Company Opp R Premium 463,100 -14,200 1.14 0.49 06/30/2016
Total: Top 10 funds Premium 8,465,336 2,232,864 20.85

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
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 630,000 3,592,000 630,000 3,592,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
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
Highland Fixed Income Fund 0 -- 500,000 -- 500,000
Lord Abbett Short Duration Income Fund 0 297,000 357,000 297,000 357,000
Total: Top 10 funds 0 0 31,900,000 927,000 31,900,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,547 --- --- ---
# of Institution Owners 285 --- --- ---
# of Fund Owners 367 --- --- ---
% Owned by Institutions 97.37 --- --- ---
% Owned by Funds 51.54 --- --- ---
% Owned by Insiders 1.09 --- --- ---