Equity and Debt

 PCH

 
Type Mil USD
Equity 204.1
Debt 320.1
 

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 283 7.60 Premium 387 8.10
New Owners Premium 38 40.74 Premium 23 -30.30
Sold Out Premium 37 15.62 Premium 13 -68.29
# of Owners Buying Premium 81 -10.99 Premium 121 0.00
# of Owners Selling Premium 95 0.00 Premium 65 -4.41
Total Shares Owned (Mil) Premium 33 4.39 Premium 20 11.40
Total Shares Bought (Mil) Premium 4 0.95 Premium 2 -3.10
Total Shares Sold (Mil) Premium 3 -28.06 Premium 0 -81.90
Net Share Change (Mil) Premium 1 -284.66 Premium 1 3874.07

Fund Owners' Style

 PCH

18 76 26 Lg
14 84 25 Md
24 95 25 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 18 272,084 2,583 57,812 -16.87
Large Blend 76 1,763,366 69,598 29,362 2.34
Large Growth 26 176,284 12,843 104 7.79
Mid Value 14 697,931 5,020 4,130 0.13
Mid Blend 84 6,287,981 828,996 48,971 14.16
Mid Growth 25 1,692,884 135,698 4,296 8.42
Small Value 24 1,704,530 41,473 7,500 2.03
Small Blend 95 6,674,829 390,820 107,485 4.43
Small Growth 25 648,248 36,451 9,398 4.35
Total 387 19,918,137 1,523,482 269,058 6.72
Data displayed as of  03/31/2014

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 2,122,871 500,000 5.24 0.84 12/31/2013
T. Rowe Price Small-Cap Value Premium 1,442,500 72,300 3.56 0.59 12/31/2013
Perkins Small Cap Value L Premium 1,301,209 126,209 3.21 2.16 12/31/2013
Vanguard Small Cap Index Premium 700,661 17,135 1.73 0.06 03/31/2014
Vanguard Total Stock Mkt Idx Premium 628,358 12,959 1.55 0.01 03/31/2014
CRM Small Cap Value Inv Premium 400,300 53,200 0.99 2.05 12/31/2013
SPDR S&P MidCap 400 Premium 411,099 1,568 1.01 0.1 03/31/2014
Vanguard Extended Market Idx Inv Premium 374,967 -2,361 0.93 0.04 03/31/2014
Vanguard Small Cap Value Index Inv Premium 354,587 8,453 0.87 0.11 03/31/2014
Rainier Small/Mid Cap Equity Original Premium 321,870 83,980 0.79 0.73 12/31/2013
Total: Top 10 funds Premium 8,058,422 873,443 19.88

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 2,272,000 -- 0 -- 2,272,000
LA US Dollar High-Yield Bond Mother Fund 2,475,000 -- 0 -- 2,475,000
Lord Abbett Income Fund 1,345,000 -- 500,000 -- 1,845,000
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 Global High Yld 1,375,000 75,000 0 -- 1,375,000
Total: Top 10 funds 30,854,000 75,000 2,000,000 0 32,854,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,551 7,537 --- ---
# of Institution Owners 283 868 --- ---
# of Fund Owners 387 967 --- ---
% Owned by Institutions 81.61 73.23 --- ---
% Owned by Funds 49.14 35.81 --- ---
% Owned by Insiders 0.92 0.48 --- ---