Equity and Debt

 PCH

 
Type Mil USD
Equity 159.3
Debt 583.9
 

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 296 16.54 Premium 433 9.62
New Owners Premium 39 69.57 Premium 26 52.94
Sold Out Premium 26 8.33 Premium 10 -54.55
# of Owners Buying Premium 89 11.25 Premium 128 18.52
# of Owners Selling Premium 110 11.11 Premium 96 -2.04
Total Shares Owned (Mil) Premium 33 5.07 Premium 21 -0.95
Total Shares Bought (Mil) Premium 4 -6.12 Premium 1 -59.47
Total Shares Sold (Mil) Premium 7 -0.37 Premium 3 73.54
Net Share Change (Mil) Premium -4 5.93 Premium -2 -1392.00

Fund Owners' Style

 PCH

16 88 46 Lg
12 75 22 Md
20 106 48 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 16 111,873 6,051 128 5.59
Large Blend 88 1,610,021 47,546 1,052,008 -38.42
Large Growth 46 1,019,620 1,732 37,729 -3.41
Mid Value 12 1,351,749 143 617,026 -31.34
Mid Blend 75 3,819,404 106,142 169,948 -1.64
Mid Growth 22 1,006,493 59,976 2,927 6.01
Small Value 20 3,736,051 19,519 259,931 -6.05
Small Blend 106 5,130,750 289,823 298,471 -0.17
Small Growth 48 3,259,484 159,691 250,584 -2.71
Total 433 21,045,445 690,623 2,688,752 -8.67
Data displayed as of  05/31/2017

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,300,000 0 5.67 2.67 01/31/2017
Vanguard Small Cap Index Premium 953,560 2,322 2.35 0.06 05/31/2017
Vanguard Total Stock Mkt Idx Premium 903,440 3,651 2.22 0.01 05/31/2017
T. Rowe Price Small-Cap Value Premium 893,700 -30,400 2.20 0.41 03/31/2017
Undiscovered Mgrs Behavioral Value Inst Premium 690,216 -207,071 1.70 0.53 04/30/2017
Vanguard Small Cap Value Index Inv Premium 619,857 -73 1.53 0.11 05/31/2017
Vanguard Extended Market Idx Inv Premium 511,217 3,648 1.26 0.04 05/31/2017
SPDR® S&P MidCap 400 ETF Premium 453,133 -17,623 1.12 0.11 05/31/2017
Fidelity® Real Estate Income Premium 418,740 -511,600 1.03 0.35 01/31/2017
iShares Russell 2000 Growth Premium 336,958 0 0.86 0.2 06/22/2017
Total: Top 10 funds Premium 8,080,821 -757,146 19.94

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -- 9,571,000 -- 9,571,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 -- 3,810,000 -- 3,810,000
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
Highland Fixed Income Fund 0 -- 750,000 -- 750,000
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
BMO US Dollar Monthly Income Fund 0 -- 250,000 -- 250,000
Total: Top 10 funds 0 0 26,311,000 0 26,311,000
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) 1,957 --- --- ---
# of Institution Owners 296 --- --- ---
# of Fund Owners 433 --- --- ---
% Owned by Institutions 82.49 --- --- ---
% Owned by Funds 52.15 --- --- ---
% Owned by Insiders 1.17 --- --- ---