William H Gross - Net Worth and Insider Trading
William H Gross Net Worth
The estimated net worth of William H Gross is at least $198 Million dollars as of 2024-11-07. 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 $50 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 $32 Million. Besides these, William H Gross also holds PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Income Strategy Fund II (PFN) , PIMCO Municipal Income Fund II (PML) , PIMCO Income Strategy Fund (PFL) , 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that William H Gross has not made any transactions after 2014-08-22 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 |
2014-08-08 | other: EXECUTIVE COMMITTEE MEMBER | ||
2014-08-08 | other: EXECUTIVE COMMITTEE MEMBER | ||
2014-07-23 | other: See Remarks | ||
2014-06-13 | other: EXECUTIVE COMMITTEE MEMBER | ||
2014-06-09 | other: EXECUTIVE COMMITTEE MEMBER | ||
2014-05-13 | other: EXECUTIVE COMMITTEE MEMBER | ||
2014-02-21 | other: EXECUTIVE COMMITTEE MEMBER | ||
2013-09-10 | other: EXECUTIVE COMMITTEE MEMBER | ||
2013-07-25 | other: EXECUTIVE COMMITTEE MEMBER | ||
2012-08-17 | other: EXECUTIVE COMMITTEE MEMBER | ||
2011-09-23 | other: EXECUTIVE COMMITTEE MEMBER | ||
2010-12-14 | other: EXECUTIVE COMMITTEE MEMBER | ||
2002-10-31 | other: EXECUTIVE COMMITTEE MEMBER | ||
2007-11-30 | other: EXECUTIVE COMMITTEE MEMBER | ||
2002-06-28 | other: EXECUTIVE COMMITTEE MEMBER | ||
2001-06-29 | other: EXECUTIVE COMMITTEE MEMBER | ||
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 31.65%. William H Gross owns 3,387,129 shares of PIMCO Corporate & Income Opportunity Fds (PTY) as of August 22, 2014, with a value of $50 Million and a weighting of 25.07%. William H Gross also owns 1,627,863 shares of PIMCO Dynamic Income Fund (PDI) as of August 21, 2014, with a value of $32 Million and a weighting of 16.17%. The other 12 stocks PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Income Strategy Fund II (PFN) , PIMCO Municipal Income Fund II (PML) , PIMCO Income Strategy Fund (PFL) , PIMCO Municipal Income Fund (PMF) , PIMCO California Municipal Income Fund (PCQ) , PIMCO Municipal Income Fund III (PMX) , PIMCO CA Muni Income Fund III (PZC) , PIMCO CA Muni Income Fund II (PCK) , PIMCO High Income Fund (PHK) , Pcm Fund Inc (PCM) , PIMCO Global Stocksplus & Income Fund (PGP) have a combined weighting of 27.11% among all his current holdings.
Latest Holdings of William H Gross
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | 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 | 14.68 | 49,706,118 |
PDI | PIMCO Dynamic Income Fund | 2014-08-21 | 1,627,863 | 19.69 | 32,052,297 |
PCN | PIMCO Corporate & Income Strategy Fund | 2014-08-22 | 1,162,972 | 13.93 | 16,205,084 |
PFN | PIMCO Income Strategy Fund II | 2010-12-14 | 972,737 | 7.52 | 7,318,873 |
PML | PIMCO Municipal Income Fund II | 2014-08-08 | 738,589 | 8.94 | 6,602,986 |
PFL | PIMCO Income Strategy Fund | 2013-07-25 | 774,113 | 8.50 | 6,579,961 |
PMF | PIMCO Municipal Income Fund | 2014-06-13 | 530,046 | 9.89 | 5,242,155 |
PCQ | PIMCO California Municipal Income Fund | 2014-08-08 | 494,459 | 9.73 | 4,811,086 |
PMX | PIMCO Municipal Income Fund III | 2014-06-09 | 303,467 | 7.90 | 2,397,389 |
PZC | PIMCO CA Muni Income Fund III | 2014-05-13 | 282,536 | 7.15 | 2,020,132 |
PCK | PIMCO CA Muni Income Fund II | 2014-02-21 | 213,139 | 5.88 | 1,253,257 |
PHK | PIMCO High Income Fund | 2012-08-17 | 186,600 | 5.08 | 946,995 |
PCM | Pcm Fund Inc | 2013-09-10 | 44,318 | 8.21 | 363,780 |
PGP | PIMCO Global Stocksplus & Income Fund | 2011-09-23 | 0 | 8.05 | 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
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.