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 14.07 Premium 382 9.14
New Owners Premium 34 -8.11 Premium 19 280.00
Sold Out Premium 31 19.23 Premium 17 13.33
# of Owners Buying Premium 101 9.78 Premium 119 21.43
# of Owners Selling Premium 94 18.99 Premium 70 6.06
Total Shares Owned (Mil) Premium 38 14.82 Premium 19 6.38
Total Shares Bought (Mil) Premium 2 -35.00 Premium 1 22.68
Total Shares Sold (Mil) Premium 4 71.77 Premium 1 4.18
Net Share Change (Mil) Premium -1 -192.76 Premium 0 -27.49

Fund Owners' Style

 PCH

20 75 25 Lg
14 87 14 Md
18 106 23 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 20 284,858 13,182 2,661 3.84
Large Blend 75 1,796,407 44,503 66,282 -1.2
Large Growth 25 184,208 15,611 103 9.19
Mid Value 14 723,823 14,961 144 2.09
Mid Blend 87 6,592,467 243,280 38,212 3.21
Mid Growth 14 457,328 36,237 345,470 -40.34
Small Value 18 1,349,311 1,799 140,911 -9.35
Small Blend 106 7,090,265 137,656 250,123 -1.56
Small Growth 23 749,920 140,671 26,424 17.97
Total 382 19,228,587 647,900 870,330 -1.14
Data displayed as of  07/31/2014

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 703,750 2,469 1.73 0.06 07/31/2014
Vanguard Total Stock Mkt Idx Premium 649,452 714 1.60 0.01 07/31/2014
Total: Top 5 funds Premium 6,303,247 12,783 15.52

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) 1,737 7,260 --- ---
# of Institution Owners 300 902 --- ---
# of Fund Owners 382 960 --- ---
% Owned by Institutions 93.50 74.85 --- ---
% Owned by Funds 47.62 34.80 --- ---
% Owned by Insiders 0.82 0.48 --- ---