Equity and Debt

 PCH

 
Type Mil USD
Equity 225.1
Debt 629.3
 

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 284 7.58 Premium 380 -1.81
New Owners Premium 35 84.21 Premium 15 -40.00
Sold Out Premium 17 -32.00 Premium 11 -71.05
# of Owners Buying Premium 99 6.45 Premium 114 -0.87
# of Owners Selling Premium 93 -2.11 Premium 79 0.00
Total Shares Owned (Mil) Premium 42 8.53 Premium 21 -2.21
Total Shares Bought (Mil) Premium 9 142.17 Premium 1 -40.89
Total Shares Sold (Mil) Premium 4 11.80 Premium 1 84.27
Net Share Change (Mil) Premium 5 1277.81 Premium -1 -167.36

Fund Owners' Style

 PCH

25 76 12 Lg
17 79 20 Md
20 69 62 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 25 1,072,718 238,084 11,419 26.79
Large Blend 76 2,587,412 312,327 72,620 10.21
Large Growth 12 677,582 32,676 38,085 -0.79
Mid Value 17 1,095,366 137,363 6,098 13.62
Mid Blend 79 5,174,683 64,681 633,414 -9.9
Mid Growth 20 1,103,201 42,335 31,491 0.99
Small Value 20 2,151,806 81,071 4,719 3.68
Small Blend 69 4,883,179 20,579 522,773 -9.33
Small Growth 62 2,161,393 8,851 149,030 -6.09
Total 380 20,907,340 937,967 1,469,649 -2.48
Data displayed as of  03/31/2015

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,542,634 -447,183 3.80 0.89 12/31/2014
Perkins Small Cap Value L Premium 1,033,605 -252,878 2.55 2.42 12/31/2014
T. Rowe Price Small-Cap Value Premium 999,400 -148,800 2.46 0.46 03/31/2015
Victory Sycamore Small Company Opp R Premium 862,600 79,000 2.12 1.32 03/31/2015
Vanguard Small Cap Index Premium 741,104 4,595 1.83 0.05 03/31/2015
Vanguard Total Stock Mkt Idx Premium 708,416 3,608 1.74 0.01 03/31/2015
Fidelity® Real Estate Income Premium 433,100 126,200 1.07 0.38 01/31/2015
Vanguard Small Cap Value Index Inv Premium 412,749 1,402 1.02 0.1 03/31/2015
Vanguard Extended Market Idx Inv Premium 408,442 11,682 1.01 0.04 03/31/2015
SPDR® S&P MidCap 400 ETF Premium 395,890 1,423 0.97 0.1 03/31/2015
Total: Top 10 funds Premium 7,537,940 -620,951 18.57

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
Aviva Investors Global High Yield Bond 0 -- 2,872,000 -- 2,872,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
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
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,520 7,456 --- ---
# of Institution Owners 284 835 --- ---
# of Fund Owners 380 1005 --- ---
% Owned by Institutions --- 75.24 --- ---
% Owned by Funds 51.12 36.84 --- ---
% Owned by Insiders 0.98 0.51 --- ---