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 295 9.67 Premium 382 -0.78
New Owners Premium 28 7.69 Premium 13 -55.17
Sold Out Premium 29 11.54 Premium 41 95.24
# of Owners Buying Premium 95 9.20 Premium 94 -10.48
# of Owners Selling Premium 104 14.29 Premium 91 -1.09
Total Shares Owned (Mil) Premium 44 31.84 Premium 20 9.04
Total Shares Bought (Mil) Premium 4 94.38 Premium 1 57.51
Total Shares Sold (Mil) Premium 4 104.96 Premium 1 8.56
Net Share Change (Mil) Premium 0 -51.40 Premium 0 159263.23

Fund Owners' Style

 PCH

22 83 10 Lg
17 77 19 Md
22 103 29 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 22 1,048,087 236,625 5,058 28.36
Large Blend 83 2,144,690 260,477 74,195 9.51
Large Growth 10 25,981 2,463 19,691 -39.87
Mid Value 17 666,404 38,936 6,183 5.17
Mid Blend 77 5,117,681 144,458 167,280 -0.44
Mid Growth 19 929,719 9,525 389,643 -29.02
Small Value 22 1,732,046 277,290 10,300 18.22
Small Blend 103 7,518,244 86,312 102,442 -0.21
Small Growth 29 1,113,979 86,699 12,613 7.12
Total 382 20,296,831 1,142,785 787,405 1.78
Data displayed as of  12/31/2014

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 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 783,600 32,200 1.93 1.34 12/31/2014
Vanguard Small Cap Index Premium 710,034 -2,658 1.75 0.06 12/31/2014
Vanguard Total Stock Mkt Idx Premium 670,164 2,058 1.65 0.01 12/31/2014
Vanguard Small Cap Value Index Inv Premium 390,037 5,870 0.96 0.11 12/31/2014
SPDR® S&P MidCap 400 ETF Premium 384,482 5,552 0.95 0.1 12/31/2014
Vanguard Extended Market Idx Inv Premium 374,394 3,363 0.92 0.04 12/31/2014
iShares US Real Estate Premium 322,808 -496 0.80 0.21 01/23/2015
Total: Top 10 funds Premium 8,406,419 -133,256 20.71

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Trust Plus Bond Fund 0 -- 15,521,000 -- 15,521,000
JPMorgan High Yield Fund 0 -- 3,494,000 -- 3,494,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Global High Yield Bond 0 -- 2,872,000 -- 2,872,000
Lord Abbett Income Fund 0 -- 2,240,000 -- 2,240,000
Fsitc Global High Yield Bond Fund 0 -- 0 -- 0
Westcore Trust Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Lord Abbett Short Duration Income Fund 0 -- 1,500,000 -- 1,500,000
NEI Northwest Specialty Glb Hi Yld Bd Fd 0 -- 1,375,000 -- 1,375,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Total: Top 10 funds 0 0 32,024,000 0 32,024,000
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) 1,713 7,871 --- ---
# of Institution Owners 295 874 --- ---
# of Fund Owners 382 971 --- ---
% Owned by Institutions --- 71.66 --- ---
% Owned by Funds 50.21 36.62 --- ---
% Owned by Insiders 0.84 0.46 --- ---