Equity and Debt

 PCH

 
Type Mil USD
Equity 225.1
Debt 629.3
 

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 309 17.49 Premium 381 -0.26
New Owners Premium 36 89.47 Premium 18 -28.00
Sold Out Premium 26 8.33 Premium 20 -45.95
# of Owners Buying Premium 101 10.99 Premium 86 -23.21
# of Owners Selling Premium 105 9.38 Premium 98 28.95
Total Shares Owned (Mil) Premium 41 3.31 Premium 20 -3.90
Total Shares Bought (Mil) Premium 5 35.57 Premium 1 -26.87
Total Shares Sold (Mil) Premium 4 18.20 Premium 1 88.61
Net Share Change (Mil) Premium 1 187.47 Premium 0 -142.98

Fund Owners' Style

 PCH

21 79 12 Lg
18 78 20 Md
21 85 47 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 21 1,032,646 232,469 17,415 26.3
Large Blend 79 2,187,635 396,802 66,321 17.8
Large Growth 12 654,717 32,692 60,707 -4.1
Mid Value 18 727,914 39,071 6,832 4.63
Mid Blend 78 5,228,457 25,297 600,917 -9.92
Mid Growth 20 795,514 36,268 32,116 0.52
Small Value 21 1,686,615 307,600 39,900 18.87
Small Blend 85 6,098,485 76,579 657,937 -8.7
Small Growth 47 1,915,721 9,356 12,767 -0.18
Total 381 20,327,704 1,156,134 1,494,912 -1.64
Data displayed as of  01/31/2015

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 -447,183 3.80 0.89 12/31/2014
T. Rowe Price Small-Cap Value Premium 1,148,200 -346,400 2.83 0.53 12/31/2014
Perkins Small Cap Value L Premium 1,033,605 -252,878 2.55 2.42 12/31/2014
Victory Small Company Opportunity R Premium 783,600 32,200 1.93 1.34 12/31/2014
Vanguard Small Cap Index Premium 722,760 12,726 1.78 0.06 01/31/2015
Vanguard Total Stock Mkt Idx Premium 701,910 31,746 1.73 0.01 01/31/2015
Vanguard Small Cap Value Index Inv Premium 404,596 14,559 1.00 0.11 01/31/2015
Vanguard Extended Market Idx Inv Premium 386,047 11,653 0.95 0.04 01/31/2015
SPDR® S&P MidCap 400 ETF Premium 384,405 -77 0.95 0.1 01/31/2015
Fidelity® Real Estate Income Premium 306,900 266,400 0.76 0.31 10/31/2014
Total: Top 10 funds Premium 7,414,657 -677,254 18.28

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
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Global High Yield Bond 0 -- 2,872,000 -- 2,872,000
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  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,626 7,621 --- ---
# of Institution Owners 309 897 --- ---
# of Fund Owners 381 973 --- ---
% Owned by Institutions 99.95 75.75 --- ---
% Owned by Funds 50.12 36.31 --- ---
% Owned by Insiders 0.97 0.51 --- ---