Equity and Debt

 PCH

 
Type Mil USD
Equity 224.3
Debt 320.0
 

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 299 12.83 Premium 388 10.54
New Owners Premium 39 2.63 Premium 34 580.00
Sold Out Premium 33 26.92 Premium 14 -6.67
# of Owners Buying Premium 93 0.00 Premium 95 -3.06
# of Owners Selling Premium 91 15.19 Premium 74 12.12
Total Shares Owned (Mil) Premium 39 17.04 Premium 20 9.50
Total Shares Bought (Mil) Premium 3 -10.12 Premium 2 201.74
Total Shares Sold (Mil) Premium 3 52.83 Premium 0 -46.70
Net Share Change (Mil) Premium 0 -98.94 Premium 1 -471.99

Fund Owners' Style

 PCH

24 72 25 Lg
16 88 15 Md
21 105 22 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 24 306,234 33,371 6,395 9.66
Large Blend 72 1,860,658 179,911 68,527 6.37
Large Growth 25 241,254 57,406 -- --
Mid Value 16 311,535 44,706 965 16.33
Mid Blend 88 6,484,448 198,316 37,456 2.54
Mid Growth 15 459,027 23,128 6,612 3.73
Small Value 21 2,135,338 796,690 59,090 52.77
Small Blend 105 7,259,195 114,154 261,570 -1.99
Small Growth 22 752,981 145,815 5,297 22.94
Total 388 19,810,670 1,593,497 445,912 6.15
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 2,122,871 0 5.23 1 06/30/2014
T. Rowe Price Small-Cap Value Premium 1,494,600 9,600 3.68 0.61 06/30/2014
Perkins Small Cap Value L Premium 1,332,574 0 3.28 2.73 06/30/2014
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
SPDR® S&P MidCap 400 ETF Premium 395,123 -5,821 0.97 0.11 08/31/2014
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
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.84 08/31/2014
Total: Top 10 funds Premium 8,546,347 767,014 21.04

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  
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Market Cap (Mil USD) 1,718 7,149 --- ---
# of Institution Owners 299 899 --- ---
# of Fund Owners 388 963 --- ---
% Owned by Institutions 95.79 73.48 --- ---
% Owned by Funds 49.15 34.99 --- ---
% Owned by Insiders 0.82 0.48 --- ---