Equity and Debt

 PCH

 
Type Mil USD
Equity 224.3
Debt 320.0
 

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 297 8.79 Premium 381 8.86
New Owners Premium 46 48.39 Premium 14 -12.50
Sold Out Premium 35 -22.22 Premium 7 -77.42
# of Owners Buying Premium 110 37.50 Premium 117 3.54
# of Owners Selling Premium 78 -19.59 Premium 73 -9.88
Total Shares Owned (Mil) Premium 34 3.40 Premium 19 5.16
Total Shares Bought (Mil) Premium 4 21.46 Premium 1 -49.88
Total Shares Sold (Mil) Premium 2 -22.91 Premium 1 69.39
Net Share Change (Mil) Premium 2 294.01 Premium 0 -113.85

Fund Owners' Style

 PCH

20 74 23 Lg
16 84 19 Md
21 101 23 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 20 306,838 33,461 281 12.12
Large Blend 74 1,792,640 72,195 23,671 2.78
Large Growth 23 168,839 9,716 75 6.06
Mid Value 16 803,444 15,125 325 1.88
Mid Blend 84 6,445,669 182,137 10,418 2.74
Mid Growth 19 837,675 38,162 345,806 -26.86
Small Value 21 1,489,392 13,061 78,274 -4.19
Small Blend 101 6,675,582 186,072 243,760 -0.86
Small Growth 23 806,210 142,446 114,280 3.62
Total 381 19,326,289 692,375 816,890 -0.64
Data displayed as of  06/30/2014

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 0.88 03/31/2014
T. Rowe Price Small-Cap Value Premium 1,485,000 42,500 3.66 0.56 03/31/2014
Perkins Small Cap Value L Premium 1,332,574 31,365 3.28 2.36 03/31/2014
Vanguard Small Cap Index Premium 701,281 -4,825 1.73 0.06 06/30/2014
Vanguard Total Stock Mkt Idx Premium 648,738 1,422 1.60 0.01 06/30/2014
SPDR S&P MidCap 400 Premium 391,663 855 0.96 0.1 06/30/2014
Vanguard Extended Market Idx Inv Premium 376,093 2,771 0.93 0.04 06/30/2014
Vanguard Small Cap Value Index Inv Premium 368,552 4,841 0.91 0.11 06/30/2014
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.83 05/31/2014
iShares Global Timber & Forestry Premium 296,948 0 0.73 4.02 07/28/2014
Total: Top 10 funds Premium 8,048,720 78,929 19.83

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 2,522,000 250,000 0 -- 2,522,000
LA US Dollar High-Yield Bond Mother Fund 2,475,000 -- 0 -- 2,475,000
Lord Abbett Income Fund 1,345,000 -- 500,000 -- 1,845,000
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 Global High Yld 1,375,000 -- 0 -- 1,375,000
Total: Top 10 funds 31,104,000 250,000 2,000,000 0 33,104,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,685 7,776 --- ---
# of Institution Owners 297 905 --- ---
# of Fund Owners 381 959 --- ---
% Owned by Institutions 83.95 74.10 --- ---
% Owned by Funds 47.64 34.94 --- ---
% Owned by Insiders 0.82 0.48 --- ---