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
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
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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.
Performance of William H Gross
Average Relative Return
4.97%
Outperforming Transactions
69%
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
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.
PIMCO Corporate & Income Opportunity Fds Insider Transactions
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.