William H Gross - Net Worth and Insider Trading

William H Gross Net Worth

The estimated net worth of William H Gross is at least $190 Million dollars as of 2024-04-18. William H Gross is the See Remarks of PIMCO Dynamic Credit & Mortgage Income Fund and owns about 3,065,883 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) stock worth over $63 Million. William H Gross is the See Remarks of PIMCO Corporate & Income Opportunity Fds and owns about 3,387,129 shares of PIMCO Corporate & Income Opportunity Fds (PTY) stock worth over $46 Million. William H Gross is also the See Remarks of PIMCO Dynamic Income Fund and owns about 1,627,863 shares of PIMCO Dynamic Income Fund (PDI) stock worth over $30 Million. Besides these, William H Gross also holds PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Income Strategy Fund II (PFN) , PIMCO Income Strategy Fund (PFL) , PIMCO Municipal Income Fund II (PML) , PIMCO Municipal Income Fund (PMF) , PIMCO California Municipal Income Fund (PCQ) , PIMCO Municipal Income Fund III (PMX) , PIMCO CA Muni Income Fund III (PZC) , PIMCO CA Muni Income Fund II (PCK) , PIMCO High Income Fund (PHK) , Pcm Fund Inc (PCM) , PIMCO Global Stocksplus & Income Fund (PGP) . Details can be seen in William H Gross's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that William H Gross has not made any transactions after 2014-08-22 and currently still holds the listed stock(s).

Transaction Summary of William H Gross

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William H Gross Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, William H Gross owns 20 companies in total, including PIMCO Corporate & Income Opportunity Fds (PTY) , PIMCO Corporate & Income Strategy Fund (PCN) , and PIMCO Dynamic Income Fund (PDI) among others .

Click here to see the complete history of William H Gross’s form 4 insider trades.

Insider Ownership Summary of William H Gross

Ticker Comapny Transaction Date Type of Owner
PTY PIMCO Corporate & Income Opportunity Fds 2014-08-22 other: EXECUTIVE COMMITTEE MEMBER
PCN PIMCO Corporate & Income Strategy Fund 2014-08-22 other: EXECUTIVE COMMITTEE MEMBER
PDI PIMCO Dynamic Income Fund 2014-08-21 other: SEE REMARKS
PCQ PIMCO California Municipal Income Fund 2014-08-08 other: EXECUTIVE COMMITTEE MEMBER
PML PIMCO Municipal Income Fund II 2014-08-08 other: EXECUTIVE COMMITTEE MEMBER
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2014-07-23 other: See Remarks
PMF PIMCO Municipal Income Fund 2014-06-13 other: EXECUTIVE COMMITTEE MEMBER
PMX PIMCO Municipal Income Fund III 2014-06-09 other: EXECUTIVE COMMITTEE MEMBER
PZC PIMCO CA Muni Income Fund III 2014-05-13 other: EXECUTIVE COMMITTEE MEMBER
PCK PIMCO CA Muni Income Fund II 2014-02-21 other: EXECUTIVE COMMITTEE MEMBER
PCM Pcm Fund Inc 2013-09-10 other: EXECUTIVE COMMITTEE MEMBER
PFL PIMCO Income Strategy Fund 2013-07-25 other: EXECUTIVE COMMITTEE MEMBER
PHK PIMCO High Income Fund 2012-08-17 other: EXECUTIVE COMMITTEE MEMBER
PGP PIMCO Global Stocksplus & Income Fund 2011-09-23 other: EXECUTIVE COMMITTEE MEMBER
PFN PIMCO Income Strategy Fund II 2010-12-14 other: EXECUTIVE COMMITTEE MEMBER
PYN PIMCO New York Municipal Income Fund III 2002-10-31 other: EXECUTIVE COMMITTEE MEMBER
PKO PIMCO Income Opportunity Fund 2007-11-30 other: EXECUTIVE COMMITTEE MEMBER
PNI PIMCO New York Municipal Income Fund II 2002-06-28 other: EXECUTIVE COMMITTEE MEMBER
PNF PIMCO New York Municipal Income Fund 2001-06-29 other: EXECUTIVE COMMITTEE MEMBER
RCS PIMCO Strategic Income Fund, Inc. 1994-02-24 other: CIO OF THE ADVISOR

William H Gross Latest Holdings Summary

William H Gross currently owns a total of 15 stocks. Among these stocks, William H Gross owns 3,065,883 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) as of July 23, 2014, with a value of $63 Million and a weighting of 33.1%. William H Gross owns 3,387,129 shares of PIMCO Corporate & Income Opportunity Fds (PTY) as of August 22, 2014, with a value of $46 Million and a weighting of 24.4%. William H Gross also owns 1,627,863 shares of PIMCO Dynamic Income Fund (PDI) as of August 21, 2014, with a value of $30 Million and a weighting of 15.99%. The other 12 stocks PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Income Strategy Fund II (PFN) , PIMCO Income Strategy Fund (PFL) , PIMCO Municipal Income Fund II (PML) , PIMCO Municipal Income Fund (PMF) , PIMCO California Municipal Income Fund (PCQ) , PIMCO Municipal Income Fund III (PMX) , PIMCO CA Muni Income Fund III (PZC) , PIMCO CA Muni Income Fund II (PCK) , PIMCO High Income Fund (PHK) , Pcm Fund Inc (PCM) , PIMCO Global Stocksplus & Income Fund (PGP) have a combined weighting of 26.52% among all his current holdings.

Latest Holdings of William H Gross

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2014-07-23 3,065,883 20.47 62,758,625
PTY PIMCO Corporate & Income Opportunity Fds 2014-08-22 3,387,129 13.66 46,268,182
PDI PIMCO Dynamic Income Fund 2014-08-21 1,627,863 18.62 30,310,809
PCN PIMCO Corporate & Income Strategy Fund 2014-08-22 1,162,972 12.83 14,920,931
PFN PIMCO Income Strategy Fund II 2010-12-14 972,737 7.11 6,916,160
PFL PIMCO Income Strategy Fund 2013-07-25 774,113 8.11 6,278,056
PML PIMCO Municipal Income Fund II 2014-08-08 738,589 8.40 6,204,148
PMF PIMCO Municipal Income Fund 2014-06-13 530,046 8.99 4,765,114
PCQ PIMCO California Municipal Income Fund 2014-08-08 494,459 9.12 4,509,466
PMX PIMCO Municipal Income Fund III 2014-06-09 303,467 7.37 2,236,552
PZC PIMCO CA Muni Income Fund III 2014-05-13 282,536 7.05 1,991,879
PCK PIMCO CA Muni Income Fund II 2014-02-21 213,139 5.66 1,205,514
PHK PIMCO High Income Fund 2012-08-17 186,600 4.71 878,886
PCM Pcm Fund Inc 2013-09-10 44,318 8.39 371,828
PGP PIMCO Global Stocksplus & Income Fund 2011-09-23 0 7.21 0

Holding Weightings of William H Gross


William H Gross Form 4 Trading Tracker

According to the SEC Form 4 filings, William H Gross has made a total of 0 transactions in PIMCO Dynamic Credit & Mortgage Income Fund (PCI) over the past 5 years. The most-recent trade in PIMCO Dynamic Credit & Mortgage Income Fund is the acquisition of 29,500 shares on July 23, 2014, which cost William H Gross around $691,480.

According to the SEC Form 4 filings, William H Gross has made a total of 0 transactions in PIMCO Corporate & Income Opportunity Fds (PTY) over the past 5 years. The most-recent trade in PIMCO Corporate & Income Opportunity Fds is the acquisition of 6,564 shares on August 22, 2014, which cost William H Gross around $121,893.

According to the SEC Form 4 filings, William H Gross has made a total of 0 transactions in PIMCO Dynamic Income Fund (PDI) over the past 5 years. The most-recent trade in PIMCO Dynamic Income Fund is the acquisition of 22,424 shares on August 21, 2014, which cost William H Gross around $734,834.

More details on William H Gross's insider transactions can be found in the Insider Trading History of William H Gross table.

Insider Trading History of William H Gross

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

William H Gross Trading Performance

GuruFocus tracks the stock performance after each of William H Gross's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by William H Gross is 4.83%. GuruFocus also compares William H Gross's trading performance to market benchmark return within the same time period. The performance of stocks bought by William H Gross within 3 months outperforms 50 times out of 131 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how William H Gross's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of William H Gross

Average Relative Return

4.97%

Average relative return per transaction

Outperforming Transactions

69%

91 out of 132 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 2.6 4.83 5.47 4.97 6.5 7.48
Relative Return to S&P 500(%) 1.38 1.8 -1.01 -4.91 -0.04 -1.7

William H Gross Ownership Network

Ownership Network List of William H Gross

No Data

Ownership Network Relation of William H Gross


William H Gross Owned Company Details

What does PIMCO Corporate & Income Opportunity Fds do?

Who are the key executives at PIMCO Corporate & Income Opportunity Fds?

William H Gross is the other: EXECUTIVE COMMITTEE MEMBER of PIMCO Corporate & Income Opportunity Fds. Other key executives at PIMCO Corporate & Income Opportunity Fds include other: SEE REMARKS Giang Huong Bui , other: Former 10% Owner Bank Of America Na , and ASSISTANT TREASURER Maria Marchenko Golota .

PIMCO Corporate & Income Opportunity Fds (PTY) Insider Trades Summary

Over the past 18 months, William H Gross made no insider transaction in PIMCO Corporate & Income Opportunity Fds (PTY). Other recent insider transactions involving PIMCO Corporate & Income Opportunity Fds (PTY) include a net purchase of 7,513 shares made by Grace Vandecruze ,

In summary, during the past 3 months, insiders sold 0 shares of PIMCO Corporate & Income Opportunity Fds (PTY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PIMCO Corporate & Income Opportunity Fds (PTY) were sold and 7,513 shares were bought by its insiders, resulting in a net purchase of 7,513 shares.

PIMCO Corporate & Income Opportunity Fds (PTY)'s detailed insider trading history can be found in Insider Trading Tracker table.

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PIMCO Corporate & Income Opportunity Fds Insider Transactions

No Available Data

William H Gross Mailing Address

Above is the net worth, insider trading, and ownership report for William H Gross. You might contact William H Gross via mailing address: 840 Newport Center Drive, Newport Beach Ca 92660.

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