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 298 12.45 Premium 386 10.29
New Owners Premium 31 -16.22 Premium 18 260.00
Sold Out Premium 32 23.08 Premium 9 -40.00
# of Owners Buying Premium 101 9.78 Premium 121 23.47
# of Owners Selling Premium 91 15.19 Premium 70 6.06
Total Shares Owned (Mil) Premium 38 14.77 Premium 19 6.92
Total Shares Bought (Mil) Premium 2 -35.27 Premium 1 15.03
Total Shares Sold (Mil) Premium 4 71.80 Premium 1 6.57
Net Share Change (Mil) Premium -1 -193.47 Premium 0 -7.89

Fund Owners' Style

 PCH

19 78 25 Lg
14 89 14 Md
20 104 23 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 19 285,273 13,206 2,630 3.85
Large Blend 78 1,803,694 44,896 65,341 -1.12
Large Growth 25 170,994 12,008 103 7.48
Mid Value 14 723,283 14,805 144 2.07
Mid Blend 89 6,605,791 230,103 10,532 3.44
Mid Growth 14 457,531 36,237 345,470 -40.33
Small Value 20 1,462,294 2,687 102,082 -6.36
Small Blend 104 7,067,919 112,841 251,464 -1.92
Small Growth 23 750,210 140,671 113,836 3.71
Total 386 19,326,989 607,454 891,602 -1.45
Data displayed as of  07/31/2014

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 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
Vanguard Small Cap Index Premium 703,750 2,469 1.73 0.06 07/31/2014
Vanguard Total Stock Mkt Idx Premium 649,452 714 1.60 0.01 07/31/2014
SPDR S&P MidCap 400 Premium 391,663 855 0.96 0.1 06/30/2014
Vanguard Extended Market Idx Inv Premium 377,686 1,593 0.93 0.04 07/31/2014
Vanguard Small Cap Value Index Inv Premium 370,131 1,579 0.91 0.11 07/31/2014
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.86 06/30/2014
iShares Global Timber & Forestry Premium 296,948 0 0.75 4.24 08/18/2014
Total: Top 10 funds Premium 8,064,675 16,810 19.87

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
LA US Dollar High-Yield Bond Mother Fund 2,475,000 -- 0 -- 2,475,000
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
Total: Top 10 funds 31,499,000 395,000 2,000,000 0 33,499,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,728 7,188 --- ---
# of Institution Owners 298 891 --- ---
# of Fund Owners 386 957 --- ---
% Owned by Institutions 93.77 74.47 --- ---
% Owned by Funds 47.82 34.68 --- ---
% Owned by Insiders 0.82 0.48 --- ---