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 309 17.49 Premium 381 0.00
New Owners Premium 37 94.74 Premium 21 -16.00
Sold Out Premium 32 28.00 Premium 18 -52.63
# of Owners Buying Premium 103 11.96 Premium 85 -24.78
# of Owners Selling Premium 101 6.32 Premium 90 20.00
Total Shares Owned (Mil) Premium 41 5.03 Premium 21 -3.04
Total Shares Bought (Mil) Premium 5 36.45 Premium 1 -14.78
Total Shares Sold (Mil) Premium 4 18.61 Premium 2 100.41
Net Share Change (Mil) Premium 1 192.49 Premium 0 -130.95

Fund Owners' Style

 PCH

25 78 12 Lg
18 79 19 Md
22 73 55 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 25 1,073,748 248,061 11,873 28.2
Large Blend 78 2,216,143 421,081 71,595 18.72
Large Growth 12 661,451 18,396 40,524 -3.24
Mid Value 18 714,185 42,027 6,434 5.25
Mid Blend 79 5,233,789 43,943 644,580 -10.29
Mid Growth 19 977,024 201,218 31,441 21.03
Small Value 22 1,669,039 273,949 60,450 14.67
Small Blend 73 5,931,153 84,028 640,296 -8.57
Small Growth 55 2,045,658 17,101 86,656 -3.29
Total 381 20,522,190 1,349,804 1,593,849 -1.18
Data displayed as of  02/28/2015

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
T. Rowe Price Small-Cap Value Premium 1,148,200 -346,400 2.83 0.53 12/31/2014
Perkins Small Cap Value L Premium 1,033,605 -252,878 2.55 2.42 12/31/2014
Victory Small Company Opportunity R Premium 783,600 32,200 1.93 1.34 12/31/2014
Vanguard Small Cap Index Premium 736,509 13,749 1.81 0.05 02/28/2015
Vanguard Total Stock Mkt Idx Premium 704,808 2,898 1.74 0.01 02/28/2015
Vanguard Small Cap Value Index Inv Premium 411,347 6,751 1.01 0.1 02/28/2015
Vanguard Extended Market Idx Inv Premium 396,760 10,713 0.98 0.04 02/28/2015
SPDR® S&P MidCap 400 ETF Premium 394,467 10,062 0.97 0.1 02/28/2015
Fidelity® Real Estate Income Premium 306,900 266,400 0.76 0.31 10/31/2014
Total: Top 10 funds Premium 7,458,830 -703,688 18.38

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
NEI Northwest Specialty Glb Hi Yld Bd Fd 0 -- 1,375,000 -- 1,375,000
Lord Abbett Short Duration Income Fund 0 -- 1,500,000 -- 1,500,000
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) 1,617 7,644 --- ---
# of Institution Owners 309 905 --- ---
# of Fund Owners 381 994 --- ---
% Owned by Institutions --- 76.31 --- ---
% Owned by Funds 50.57 36.78 --- ---
% Owned by Insiders 0.97 0.51 --- ---