Equity and Debt

 PCH

 
Type Mil USD
Equity 204.1
Debt 320.1
 

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 274 4.18 Premium 390 8.94
New Owners Premium 35 29.63 Premium 18 -45.45
Sold Out Premium 36 12.50 Premium 9 -78.05
# of Owners Buying Premium 79 -13.19 Premium 122 0.83
# of Owners Selling Premium 93 -2.11 Premium 70 2.94
Total Shares Owned (Mil) Premium 33 4.04 Premium 20 11.09
Total Shares Bought (Mil) Premium 4 0.17 Premium 2 -0.71
Total Shares Sold (Mil) Premium 3 -26.22 Premium 0 -75.14
Net Share Change (Mil) Premium 1 -259.64 Premium 1 3661.67

Fund Owners' Style

 PCH

19 79 26 Lg
14 81 25 Md
24 98 24 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 19 272,549 3,032 24,377 -7.26
Large Blend 79 1,791,532 59,433 85,101 -1.41
Large Growth 26 162,132 44,298 121 37.45
Mid Value 14 771,478 23,578 4,525 2.53
Mid Blend 81 6,132,264 788,353 48,640 13.72
Mid Growth 25 1,737,520 131,582 1,935 8.06
Small Value 24 1,696,377 83,998 7,200 4.74
Small Blend 98 6,699,176 386,253 114,978 4.22
Small Growth 24 598,069 40,580 96,189 -8.51
Total 390 19,861,097 1,561,107 383,066 6.31
Data displayed as of  03/31/2014

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 2,122,871 500,000 5.24 0.84 12/31/2013
T. Rowe Price Small-Cap Value Premium 1,442,500 72,300 3.56 0.59 12/31/2013
Perkins Small Cap Value L Premium 1,301,209 126,209 3.21 2.16 12/31/2013
Vanguard Small Cap Index Premium 683,526 1,840 1.69 0.06 02/28/2014
Vanguard Total Stock Mkt Idx Premium 615,399 1,928 1.52 0.01 02/28/2014
CRM Small Cap Value Inv Premium 400,300 53,200 0.99 2.05 12/31/2013
SPDR S&P MidCap 400 Premium 409,531 23,635 1.01 0.1 02/28/2014
Vanguard Extended Market Idx Inv Premium 377,328 1,416 0.93 0.04 02/28/2014
Vanguard Small Cap Value Index Inv Premium 346,134 153 0.85 0.11 02/28/2014
Rainier Small/Mid Cap Equity Original Premium 321,870 83,980 0.79 0.73 12/31/2013
Total: Top 10 funds Premium 8,020,668 864,661 19.79

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 2,872,000 877,000 0 -- 2,872,000
BMO US High Yield Bond 2,272,000 -- 0 -- 2,272,000
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 75,000 0 -- 1,375,000
Total: Top 10 funds 30,854,000 952,000 2,000,000 0 32,854,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
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Market Cap (Mil USD) 1,511 7,206 --- ---
# of Institution Owners 274 860 --- ---
# of Fund Owners 390 973 --- ---
% Owned by Institutions 81.34 73.07 --- ---
% Owned by Funds 48.81 35.31 --- ---
% Owned by Insiders 0.92 0.48 --- ---