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 300 13.64 Premium 392 11.68
New Owners Premium 34 -10.53 Premium 31 520.00
Sold Out Premium 29 11.54 Premium 14 -6.67
# of Owners Buying Premium 97 5.43 Premium 112 14.29
# of Owners Selling Premium 96 21.52 Premium 71 7.58
Total Shares Owned (Mil) Premium 38 14.67 Premium 19 5.36
Total Shares Bought (Mil) Premium 2 -35.65 Premium 1 35.82
Total Shares Sold (Mil) Premium 3 56.70 Premium 1 -34.40
Net Share Change (Mil) Premium -1 -171.21 Premium 0 -154.61

Fund Owners' Style

 PCH

22 80 25 Lg
13 89 15 Md
20 102 26 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 22 286,471 8,925 769 2.93
Large Blend 80 1,774,815 45,283 43,267 0.11
Large Growth 25 234,497 55,547 125 30.95
Mid Value 13 605,713 14,440 1,921 2.11
Mid Blend 89 6,934,490 250,633 99,383 2.23
Mid Growth 15 462,216 36,113 6,308 6.89
Small Value 20 1,464,709 33,538 130,833 -6.23
Small Blend 102 6,527,424 131,526 261,267 -1.95
Small Growth 26 757,649 141,289 4,941 21.95
Total 392 19,047,984 717,294 548,814 0.89
Data displayed as of  08/31/2014

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 707,608 3,858 1.74 0.06 08/31/2014
Vanguard Total Stock Mkt Idx Premium 653,354 3,902 1.61 0.01 08/31/2014
SPDR® S&P MidCap 400 ETF Premium 400,944 9,281 0.99 0.11 07/31/2014
Vanguard Extended Market Idx Inv Premium 378,433 747 0.93 0.04 08/31/2014
Vanguard Small Cap Value Index Inv Premium 373,549 3,418 0.92 0.11 08/31/2014
TIAA-CREF Real Estate Sec Instl Premium 325,000 0 0.80 0.85 07/31/2014
iShares US Real Estate Premium 292,379 -3,971 0.69 0.24 09/18/2014
Total: Top 10 funds Premium 8,081,312 26,835 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
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
T. Rowe Price Institutional High Yield F 1,275,000 -- 0 -- 1,275,000
Total: Top 10 funds 30,299,000 395,000 2,000,000 0 32,299,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,662 7,066 --- ---
# of Institution Owners 300 904 --- ---
# of Fund Owners 392 978 --- ---
% Owned by Institutions 93.41 74.87 --- ---
% Owned by Funds 46.67 35.09 --- ---
% Owned by Insiders 0.82 0.48 --- ---