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 295 9.67 Premium 401 4.16
New Owners Premium 29 11.54 Premium 19 -34.48
Sold Out Premium 29 11.54 Premium 19 -9.52
# of Owners Buying Premium 98 12.64 Premium 119 13.33
# of Owners Selling Premium 104 14.29 Premium 86 -7.53
Total Shares Owned (Mil) Premium 38 16.13 Premium 20 9.56
Total Shares Bought (Mil) Premium 4 79.79 Premium 2 116.17
Total Shares Sold (Mil) Premium 4 119.25 Premium 0 -36.52
Net Share Change (Mil) Premium -1 -463.91 Premium 1 -8077.10

Fund Owners' Style

 PCH

20 83 23 Lg
16 82 21 Md
23 101 32 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 20 294,611 3,018 1,017 0.68
Large Blend 83 1,949,476 179,751 81,819 5.29
Large Growth 23 245,281 14,140 2,292 5.08
Mid Value 16 629,035 40,906 355 6.89
Mid Blend 82 6,218,567 202,207 171,034 0.5
Mid Growth 21 1,011,369 23,335 4,596 1.89
Small Value 23 2,221,000 799,979 108,987 45.16
Small Blend 101 6,694,333 45,984 94,798 -0.72
Small Growth 32 1,114,734 259,085 4,422 29.61
Total 401 20,378,406 1,568,405 469,320 5.7
Data displayed as of  11/30/2014

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,989,817 -133,054 4.90 1.03 09/30/2014
T. Rowe Price Small-Cap Value Premium 1,494,600 0 3.68 0.66 09/30/2014
Perkins Small Cap Value L Premium 1,286,483 -46,091 3.17 2.86 09/30/2014
Victory Small Company Opportunity R Premium 751,400 751,400 1.85 1.34 09/30/2014
Vanguard Small Cap Index Premium 712,692 4,014 1.76 0.06 11/30/2014
Vanguard Total Stock Mkt Idx Premium 668,106 1,890 1.65 0.01 11/30/2014
SPDR® S&P MidCap 400 ETF Premium 371,578 7,092 0.92 0.11 10/31/2014
Vanguard Small Cap Value Index Inv Premium 384,167 1,559 0.95 0.11 11/30/2014
Vanguard Extended Market Idx Inv Premium 371,031 -2,169 0.91 0.04 11/30/2014
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.82 10/31/2014
Total: Top 10 funds Premium 8,354,874 584,641 20.59

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Trust Plus Bond Fund 0 -- 15,521,000 -- 15,521,000
JPMorgan High Yield Fund 0 -- 3,494,000 -- 3,494,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Global High Yield Bond 0 -- 2,872,000 -- 2,872,000
Lord Abbett Income Fund 0 -- 2,240,000 -- 2,240,000
Fsitc Global High Yield Bond Fund 0 -- 0 -- 0
Westcore Trust Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Lord Abbett Short Duration Income Fund 0 -- 1,500,000 -- 1,500,000
NEI Northwest Specialty Glb Hi Yld Bd Fd 0 -- 1,375,000 -- 1,375,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Total: Top 10 funds 0 0 32,024,000 0 32,024,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,707 7,391 --- ---
# of Institution Owners 295 893 --- ---
# of Fund Owners 401 973 --- ---
% Owned by Institutions 94.74 73.18 --- ---
% Owned by Funds 50.21 35.53 --- ---
% Owned by Insiders 0.81 0.45 --- ---