Equity and Debt

 PCH

 
Type Mil USD
Equity 140.5
Debt 586.3
 

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 287 19.09 Premium 368 5.44
New Owners Premium 34 25.93 Premium 12 9.09
Sold Out Premium 21 -32.26 Premium 21 -40.00
# of Owners Buying Premium 98 8.89 Premium 112 2.75
# of Owners Selling Premium 87 33.85 Premium 88 12.82
Total Shares Owned (Mil) Premium 40 19.32 Premium 21 22.48
Total Shares Bought (Mil) Premium 4 -44.08 Premium 3 157.61
Total Shares Sold (Mil) Premium 5 -37.90 Premium 3 -33.84
Net Share Change (Mil) Premium -1 10.92 Premium 1 -123.43

Fund Owners' Style

 PCH

20 74 9 Lg
16 69 14 Md
26 108 32 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 20 376,120 307 61,576 -14.01
Large Blend 74 2,180,131 34,259 435,681 -15.55
Large Growth 9 815,032 314,491 24,435 55.25
Mid Value 16 1,525,294 125,709 1,075,113 -38.36
Mid Blend 69 3,740,346 79,156 345,318 -6.64
Mid Growth 14 351,846 45,321 316 14.67
Small Value 26 4,982,736 2,305,298 167,670 75.13
Small Blend 108 5,855,959 123,373 284,359 -2.68
Small Growth 32 1,289,919 123,107 94,907 2.24
Total 368 21,117,383 3,151,021 2,489,375 3.23
Data displayed as of  08/31/2016

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,200,000 2,083,212 5.41 2.52 04/30/2016
T. Rowe Price Small-Cap Value Premium 968,800 -7,200 2.38 0.43 06/30/2016
Vanguard Small Cap Index Premium 865,716 10,876 2.14 0.05 08/31/2016
Undiscovered Mgrs Behavioral Value Inst Premium 830,476 -18,800 2.05 0.65 07/31/2016
Fidelity® Real Estate Income Premium 877,240 107,800 2.16 0.71 04/30/2016
Vanguard Total Stock Mkt Idx Premium 812,976 4,421 2.01 0.01 08/31/2016
Vanguard Small Cap Value Index Inv Premium 521,432 9,219 1.29 0.09 08/31/2016
Vanguard Extended Market Idx Inv Premium 472,527 1,536 1.17 0.04 08/31/2016
SPDR® S&P MidCap 400 ETF Premium 456,020 -4,301 1.13 0.1 08/31/2016
Victory Sycamore Small Company Opp R Premium 463,100 -14,200 1.14 0.49 06/30/2016
Total: Top 10 funds Premium 8,468,287 2,172,563 20.88

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -2,950,000 12,571,000 -2,950,000 12,571,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 -- 3,592,000 -- 3,592,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Westcore Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Fidelity® Series Real Estate Income Fund 0 -- 811,000 -- 811,000
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
Highland Fixed Income Fund 0 -- 500,000 -- 500,000
Lord Abbett Short Duration Income Fund 0 -- 357,000 -- 357,000
Total: Top 10 funds 0 0 28,950,000 -2,950,000 28,950,000
Bond Ownership for Funds only
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,557 --- --- ---
# of Institution Owners 287 --- --- ---
# of Fund Owners 368 --- --- ---
% Owned by Institutions 98.72 --- --- ---
% Owned by Funds 52.11 --- --- ---
% Owned by Insiders 1.09 --- --- ---