Equity and Debt

 PCH

 
Type Mil USD
Equity 156.3
Debt 584.0
 

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 290 13.73 Premium 422 8.21
New Owners Premium 31 34.78 Premium 24 -41.46
Sold Out Premium 23 43.75 Premium 12 -36.84
# of Owners Buying Premium 96 18.52 Premium 121 30.11
# of Owners Selling Premium 102 8.51 Premium 88 3.53
Total Shares Owned (Mil) Premium 35 3.50 Premium 23 5.88
Total Shares Bought (Mil) Premium 4 37.59 Premium 2 21.21
Total Shares Sold (Mil) Premium 9 248.93 Premium 1 27.00
Net Share Change (Mil) Premium -4 -808.74 Premium 1 13.52

Fund Owners' Style

 PCH

17 82 44 Lg
15 74 22 Md
18 113 37 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 17 1,331,581 1,060,172 15,128 364.72
Large Blend 82 1,585,411 40,729 49,122 -0.53
Large Growth 44 1,227,059 106,996 91,524 1.28
Mid Value 15 2,022,593 363 151,904 -6.97
Mid Blend 74 3,390,421 145,216 43,785 3.08
Mid Growth 22 1,093,704 7,765 3,149 0.42
Small Value 18 4,731,711 44,781 56,577 -0.25
Small Blend 113 4,743,508 246,409 709,461 -8.89
Small Growth 37 2,720,109 247,696 6,321 9.74
Total 422 22,846,097 1,900,127 1,126,971 3.5
Data displayed as of  02/28/2017

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,300,000 0 5.68 2.87 10/31/2016
CGM Realty Premium 1,098,000 1,058,000 2.71 5.21 12/31/2016
Vanguard Small Cap Index Premium 932,922 12,108 2.30 0.05 02/28/2017
Vanguard Total Stock Mkt Idx Premium 896,681 1,995 2.21 0.01 02/28/2017
T. Rowe Price Small-Cap Value Premium 924,100 21,500 2.28 0.39 12/31/2016
Undiscovered Mgrs Behavioral Value Inst Premium 910,616 27,300 2.25 0.65 01/31/2017
Fidelity® Real Estate Income Premium 930,340 -83,600 2.30 0.73 10/31/2016
Vanguard Small Cap Value Index Inv Premium 601,603 9,612 1.48 0.1 02/28/2017
Vanguard Extended Market Idx Inv Premium 495,445 10,607 1.22 0.04 02/28/2017
SPDR® S&P MidCap 400 ETF Premium 494,555 11,422 1.22 0.11 02/28/2017
Total: Top 10 funds Premium 9,584,262 1,068,944 23.65

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -- 9,571,000 -- 9,571,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 -- 3,810,000 -- 3,810,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Mlt-Strat Trgt Ret Fd 0 -- 1,728,000 -- 1,728,000
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
Highland Fixed Income Fund 0 250,000 750,000 250,000 750,000
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
Total: Top 10 funds 0 0 27,789,000 250,000 27,789,000
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) 1,814 --- --- ---
# of Institution Owners 290 --- --- ---
# of Fund Owners 422 --- --- ---
% Owned by Institutions 86.07 --- --- ---
% Owned by Funds 56.44 --- --- ---
% Owned by Insiders 1.2 --- --- ---