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 277 7.78 Premium 371 0.82
New Owners Premium 37 117.65 Premium 9 125.00
Sold Out Premium 32 18.52 Premium 24 -7.69
# of Owners Buying Premium 95 4.40 Premium 120 10.09
# of Owners Selling Premium 79 -2.47 Premium 84 7.69
Total Shares Owned (Mil) Premium 38 1.03 Premium 22 12.04
Total Shares Bought (Mil) Premium 7 132.68 Premium 3 413.61
Total Shares Sold (Mil) Premium 10 134.06 Premium 3 255.67
Net Share Change (Mil) Premium -3 137.50 Premium 1 -843.80

Fund Owners' Style

 PCH

22 74 9 Lg
17 69 18 Md
26 97 39 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 22 463,802 48,966 10,860 8.95
Large Blend 74 2,176,286 45,064 428,623 -14.98
Large Growth 9 815,741 314,349 29,454 53.67
Mid Value 17 2,598,733 126,734 600,283 -15.41
Mid Blend 69 3,361,033 78,559 429,136 -9.45
Mid Growth 18 669,905 3,137 17,472 -2.1
Small Value 26 4,864,582 2,513,206 147,009 94.71
Small Blend 97 5,847,126 42,901 758,513 -10.9
Small Growth 39 1,260,417 74,702 101,301 -2.07
Total 371 22,057,625 3,247,618 2,522,651 3.4
Data displayed as of  06/30/2016

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
Perkins Mid Cap Value L Premium 1,121,384 -589,958 2.76 0.87 03/31/2016
T. Rowe Price Small-Cap Value Premium 968,800 -7,200 2.38 0.43 06/30/2016
Fidelity® Real Estate Income Premium 877,240 107,800 2.16 0.71 04/30/2016
Vanguard Small Cap Index Premium 846,792 5,184 2.08 0.05 06/30/2016
Undiscovered Mgrs Behavioral Value Inst Premium 812,776 51,400 2.00 0.58 05/31/2016
Vanguard Total Stock Mkt Idx Premium 806,707 16,020 1.98 0.01 06/30/2016
Vanguard Small Cap Value Index Inv Premium 508,330 21,094 1.25 0.09 06/30/2016
Vanguard Extended Market Idx Inv Premium 470,415 4,032 1.16 0.04 06/30/2016
Victory Sycamore Small Company Opp R Premium 463,100 -14,200 1.14 0.49 06/30/2016
Total: Top 10 funds Premium 9,075,544 1,677,384 22.32

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 -- 2,962,000 -- 2,962,000
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
BMO Monegy High Yield Bond Fund 0 -- 337,000 -- 337,000
Total: Top 10 funds 0 0 31,250,000 0 31,250,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
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Go
Market Cap (Mil USD) 1,550 --- --- ---
# of Institution Owners 277 --- --- ---
# of Fund Owners 371 --- --- ---
% Owned by Institutions 92.34 --- --- ---
% Owned by Funds 54.82 --- --- ---
% Owned by Insiders 1.09 --- --- ---