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 297 12.50 Premium 389 10.83
New Owners Premium 34 -10.53 Premium 29 480.00
Sold Out Premium 29 11.54 Premium 15 7.14
# of Owners Buying Premium 91 -1.09 Premium 94 -4.08
# of Owners Selling Premium 96 21.52 Premium 83 25.76
Total Shares Owned (Mil) Premium 39 16.53 Premium 20 10.47
Total Shares Bought (Mil) Premium 3 -12.39 Premium 1 180.66
Total Shares Sold (Mil) Premium 4 60.52 Premium 1 -20.44
Net Share Change (Mil) Premium 0 -115.29 Premium 1 -367.04

Fund Owners' Style

 PCH

20 76 25 Lg
16 81 15 Md
23 107 26 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 20 275,530 7,449 5,962 0.54
Large Blend 76 1,872,288 179,187 65,019 6.49
Large Growth 25 240,659 6,341 4,741 0.67
Mid Value 16 313,227 40,544 482 14.67
Mid Blend 81 6,413,487 223,679 196,304 0.43
Mid Growth 15 458,979 23,128 6,612 3.73
Small Value 23 2,226,873 841,007 66,340 53.34
Small Blend 107 7,268,846 72,364 315,537 -3.24
Small Growth 26 916,127 88,472 2,967 10.29
Total 389 19,986,016 1,482,171 663,964 4.27
Data displayed as of  09/30/2014

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 705,118 -2,490 1.74 0.06 09/30/2014
Vanguard Total Stock Mkt Idx Premium 662,604 9,250 1.63 0.01 09/30/2014
Vanguard Extended Market Idx Inv Premium 378,738 305 0.93 0.04 09/30/2014
Vanguard Small Cap Value Index Inv Premium 378,319 4,770 0.93 0.11 09/30/2014
SPDR® S&P MidCap 400 ETF Premium 364,486 -30,637 0.90 0.11 09/30/2014
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.84 08/31/2014
Total: Top 10 funds Premium 8,336,565 553,453 20.53

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 Fund 2,522,000 -- 0 -- 2,522,000
Lord Abbett Income Fund 1,740,000 395,000 500,000 -- 2,240,000
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 Glb Hi Yld Bd Fd 1,375,000 -- 0 -- 1,375,000
T. Rowe Price Institutional High Yield F 1,275,000 -- 0 -- 1,275,000
Total: Top 10 funds 30,299,000 395,000 2,000,000 0 32,299,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,786 7,264 --- ---
# of Institution Owners 297 893 --- ---
# of Fund Owners 389 977 --- ---
% Owned by Institutions 95.37 74.61 --- ---
% Owned by Funds 49.81 36.71 --- ---
% Owned by Insiders 0.82 0.48 --- ---