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 300 13.21 Premium 394 12.25
New Owners Premium 40 5.26 Premium 34 580.00
Sold Out Premium 30 15.38 Premium 13 -13.33
# of Owners Buying Premium 91 -2.15 Premium 102 4.08
# of Owners Selling Premium 93 17.72 Premium 78 18.18
Total Shares Owned (Mil) Premium 39 16.90 Premium 20 11.43
Total Shares Bought (Mil) Premium 3 -10.99 Premium 2 193.25
Total Shares Sold (Mil) Premium 3 53.82 Premium 0 -41.97
Net Share Change (Mil) Premium 0 -102.44 Premium 1 -444.63

Fund Owners' Style

 PCH

24 74 25 Lg
16 88 15 Md
23 105 24 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 24 304,746 33,539 6,185 9.86
Large Blend 74 1,879,204 181,596 63,539 6.7
Large Growth 25 240,659 7,020 4,741 0.96
Mid Value 16 310,852 44,706 482 16.59
Mid Blend 88 6,731,517 250,003 59,645 2.91
Mid Growth 15 458,436 23,128 6,612 3.74
Small Value 23 2,226,009 840,207 67,740 53.14
Small Blend 105 7,169,038 79,027 270,989 -2.61
Small Growth 24 838,544 89,450 5,567 11.12
Total 394 20,159,005 1,548,676 485,500 5.57
Data displayed as of  09/30/2014

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 2,122,871 0 5.23 1 06/30/2014
T. Rowe Price Small-Cap Value Premium 1,494,600 9,600 3.68 0.61 06/30/2014
Perkins Small Cap Value L Premium 1,332,574 0 3.28 2.73 06/30/2014
Victory Small Company Opportunity R Premium 751,400 751,400 1.85 1.34 09/30/2014
Vanguard Small Cap Index Premium 705,118 -2,490 1.74 0.06 09/30/2014
Vanguard Total Stock Mkt Idx Premium 662,604 9,250 1.63 0.01 09/30/2014
Vanguard Extended Market Idx Inv Premium 378,738 305 0.93 0.04 09/30/2014
Vanguard Small Cap Value Index Inv Premium 378,319 4,770 0.93 0.11 09/30/2014
SPDR® S&P MidCap 400 ETF Premium 364,486 -30,637 0.90 0.11 09/30/2014
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.84 08/31/2014
Total: Top 10 funds Premium 8,515,710 742,198 20.97

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Trust Plus Bond Fund 15,521,000 -- 0 -- 15,521,000
JPMorgan High Yield Fund 3,494,000 -- 0 -- 3,494,000
Aviva Investors Global High Yield Bond 2,872,000 -- 0 -- 2,872,000
BMO US High Yield Bond Fund 2,522,000 -- 0 -- 2,522,000
Lord Abbett Income Fund 1,740,000 395,000 500,000 -- 2,240,000
Fsitc Global High Yield Bond Fund 0 -- 0 -- 0
Westcore Trust Flexible Income Fund 1,500,000 -- 0 -- 1,500,000
Lord Abbett Short Duration Income Fund 0 -- 1,500,000 -- 1,500,000
NEI Northwest Specialty Glb Hi Yld Bd Fd 1,375,000 -- 0 -- 1,375,000
T. Rowe Price Institutional High Yield F 1,275,000 -- 0 -- 1,275,000
Total: Top 10 funds 30,299,000 395,000 2,000,000 0 32,299,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,740 7,315 --- ---
# of Institution Owners 300 895 --- ---
# of Fund Owners 394 978 --- ---
% Owned by Institutions 95.67 73.68 --- ---
% Owned by Funds 50.09 36.00 --- ---
% Owned by Insiders 0.81 0.48 --- ---