Equity and Debt

 PCH

 
Type Mil USD
Equity 191.2
Debt 579.3
 

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 309 10.75 Premium 458 7.01
New Owners Premium 46 27.78 Premium 20 -37.50
Sold Out Premium 36 50.00 Premium 13 -63.89
# of Owners Buying Premium 93 -6.06 Premium 118 0.00
# of Owners Selling Premium 96 7.87 Premium 119 -15.60
Total Shares Owned (Mil) Premium 32 2.08 Premium 21 5.53
Total Shares Bought (Mil) Premium 4 18.85 Premium 1 -36.91
Total Shares Sold (Mil) Premium 8 72.28 Premium 2 9.30
Net Share Change (Mil) Premium -3 296.76 Premium -1 -345.20

Fund Owners' Style

 PCH

15 102 35 Lg
16 82 28 Md
18 84 78 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 15 151,528 48,368 21 46.86
Large Blend 102 2,231,820 293,381 41,548 12.72
Large Growth 35 1,130,781 160,473 36,885 12.27
Mid Value 16 1,269,265 57,591 93,463 -2.75
Mid Blend 82 3,977,316 55,934 133,092 -1.9
Mid Growth 28 904,112 29,450 181,876 -14.43
Small Value 18 2,886,448 9,156 891,236 -23.41
Small Blend 84 3,988,489 142,337 71,668 1.8
Small Growth 78 4,826,315 452,340 432,068 0.42
Total 458 21,366,074 1,249,030 1,881,857 -2.88
Data displayed as of  11/30/2017

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 1,228,259 -771,741 3.02 1.72 07/31/2017
Vanguard Total Stock Mkt Idx Premium 982,554 861 2.42 0.01 10/31/2017
Vanguard Small Cap Index Premium 943,977 3,402 2.32 0.06 10/31/2017
T. Rowe Price Small-Cap Value Premium 865,200 -15,700 2.13 0.43 09/30/2017
Fidelity® Series Small Cap Opps Premium 819,700 287,100 2.02 0.71 07/31/2017
Vanguard Small Cap Value Index Inv Premium 612,424 5,684 1.51 0.11 10/31/2017
Undiscovered Mgrs Behavioral Value Inst Premium 580,016 -110,200 1.43 0.5 10/31/2017
Vanguard Extended Market Idx Inv Premium 530,225 0 1.31 0.04 10/31/2017
SPDR® S&P MidCap 400 ETF Premium 455,852 7,553 1.12 0.12 09/30/2017
iShares Global Timber & Forestry Premium 371,655 0 0.90 5.12 12/13/2017
Total: Top 10 funds Premium 7,389,862 -593,041 18.18

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
Westcore Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Anfield Universal Fixed Income Fund 0 96,000 1,269,000 96,000 1,269,000
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 -- 750,000 -- 750,000
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
Total: Top 10 funds 0 0 27,330,000 96,000 27,330,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
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Market Cap (Mil USD) 2,081 --- --- ---
# of Institution Owners 309 --- --- ---
# of Fund Owners 458 --- --- ---
% Owned by Institutions 78.69 --- --- ---
% Owned by Funds 52.47 --- --- ---
% Owned by Insiders 1.14 --- --- ---