Equity and Debt

 PCH

 
Type Mil USD
Equity 205.3
Debt 644.3
 

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 281 14.69 Premium 385 4.90
New Owners Premium 34 100.00 Premium 19 26.67
Sold Out Premium 40 14.29 Premium 19 -57.78
# of Owners Buying Premium 101 38.36 Premium 122 2.52
# of Owners Selling Premium 80 -12.09 Premium 98 30.67
Total Shares Owned (Mil) Premium 40 14.88 Premium 23 8.16
Total Shares Bought (Mil) Premium 3 -40.24 Premium 2 16.06
Total Shares Sold (Mil) Premium 4 -6.06 Premium 1 -47.47
Net Share Change (Mil) Premium -1 -2913.00 Premium 1 478.39

Fund Owners' Style

 PCH

27 86 9 Lg
12 77 21 Md
29 96 28 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 27 319,887 2,623 4,243 -0.5
Large Blend 86 5,256,766 1,214,694 163,367 25
Large Growth 9 501,154 103 40,887 -7.53
Mid Value 12 269,313 10,737 -- --
Mid Blend 77 5,676,740 244,166 233,407 0.19
Mid Growth 21 1,039,864 20,961 97,006 -6.81
Small Value 29 3,007,465 114,475 8,460 3.65
Small Blend 96 5,697,189 110,893 86,704 0.43
Small Growth 28 892,303 164,927 115,556 5.86
Total 385 22,660,681 1,883,579 749,630 5.27
Data displayed as of  07/31/2015

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,711,342 168,708 4.21 1.08 06/30/2015
T. Rowe Price Small-Cap Value Premium 994,700 -4,700 2.45 0.41 06/30/2015
Perkins Small Cap Value L Premium 972,210 49,072 2.39 2.02 06/30/2015
Victory Sycamore Small Company Opp R Premium 862,600 0 2.12 1.16 06/30/2015
Vanguard Small Cap Index Premium 775,549 4,090 1.91 0.05 07/31/2015
Vanguard Total Stock Mkt Idx Premium 708,328 1,126 1.74 0.01 07/31/2015
Fidelity® Real Estate Income Premium 509,300 76,200 1.25 0.42 04/30/2015
Vanguard Small Cap Value Index Inv Premium 440,820 -360 1.08 0.09 07/31/2015
Vanguard Extended Market Idx Inv Premium 424,070 2,632 1.04 0.03 07/31/2015
SPDR® S&P MidCap 400 ETF Premium 415,892 5,268 1.02 0.09 07/31/2015
Total: Top 10 funds Premium 7,814,811 302,036 19.21

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 Bond 0 -- 4,577,000 -- 4,577,000
JPMorgan High Yield Fund 0 -- 3,494,000 -- 3,494,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Westcore Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
NEI Northwest Specialty Glb Hi Yld Bd Fd 0 -- 1,375,000 -- 1,375,000
Lord Abbett Short Duration 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 0 -- 715,000 -- 715,000
Total: Top 10 funds 0 0 33,015,000 0 33,015,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,348 6,708 --- ---
# of Institution Owners 281 889 --- ---
# of Fund Owners 385 1057 --- ---
% Owned by Institutions 99.03 76.59 --- ---
% Owned by Funds 55.93 38.60 --- ---
% Owned by Insiders 1.0 0.49 --- ---