Hide

FocusBar

Subscribe to Premium Member
Robert Bruce

Robert Bruce

Last Update: 2013-05-14

Number of Stocks: 43
Number of New Stocks: 3

Total Value: $240 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Robert Bruce Latest Trades :



TickerCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Averageup Comment Current Shares
ATPAQ Atp Oil & Gas Corp. 2011-12-31 Sold Out -0.26%$5.78 - $11.46
($8.22)
$ 0.12-98%Sold Out0
GANS 2011-12-31 Sold Out -0.86%$5.41 - $9.25
($7.38)
$ 88%Sold Out0
IBM International Busine... 2011-12-31 Add2.25%$173.29 - $194.56
($184.45)
$ 207.613%Add 104.89%37,700
AGEND Antigenics Inc. 2011-12-31 Buy 0.29%$2 - $3.3
($2.57)
$ 2.929914%New holding, 233515 sh.233,515
GANS Gainsco Inc 2011-12-31 Buy 0.82%$5.41 - $9.25
($6.97)
$ 815%New holding, 240727 sh.240,727
AGEND Agenus Inc. 2011-12-31 Sold Out -0.33%$2 - $3.3
($2.31)
$ 2.929927%Sold Out0
MRK Merck & Co. Inc. 2011-12-31 Add0.54%$31.35 - $37.9
($34.5)
$ 45.2131%Add 9.41%261,500
ALL Allstate Corp. The 2011-12-31 Add0.61%$22.71 - $27.72
($26.01)
$ 49.892%Add 13.52%277,000
XPL Solitario Exploratio... 2011-09-30 Buy 0.22%$1.62 - $3.1
($2.42)
$ 1.16-52%New holding, 254040 sh.254,040
IBM International Busine... 2011-09-30 Buy 1.62%$157.54 - $185.21
($173.05)
$ 207.620%New holding, 18400 sh.18,400
TEG Integrys Energy Grou... 2011-09-30 Sold Out -1.0466%$43.86 - $52.7
($49.58)
$ 61.5724%Sold Out0
WPS Ishares S&p Develope... 2011-09-30 Buy 0.93%$27.67 - $35.08
($31.88)
$ 40.1126%New holding, 38094 sh.38,094
MRK Merck & Co. Inc. 2011-09-30 Add1.69%$29.81 - $36.31
($33.23)
$ 45.2136%Add 75.74%239,000
DTV Directv 2011-09-30 Buy 1.84%$41.02 - $53.08
($46.32)
$ 64.4439%New holding, 86500 sh.86,500
NEE Nextera Energy Inc 2011-09-30 Add0.54%$50.17 - $58.05
($55.3)
$ 80.2445%Add 19.32%123,500
PFE Pfizer Inc. 2011-09-30 Add0.89%$16.66 - $20.78
($18.73)
$ 28.753%Add 30.3%430,000
EDAP Edap Tms S.a. 2011-09-30 Add0.09%$1.72 - $4.27
($2.8)
$ 4.4459%Add 15.3%795,155
UHAL Amerco 2011-09-30 Add1.96%$60.74 - $95.96
($78.01)
$ 175.36125%Add 34.37%244,350
AGEND Agenus Inc. 2011-09-30 Add0.28%$0.49 - $0.8311
($0.64)
$ 2.9299358%Add 499.88%1,401,099
ALAN Alanco Technologies ... 2011-06-30 Sold Out -0.17%$0.98 - $2.17
($1.05)
$ 0.64-39%Sold Out0
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Robert Bruce's Profile:

Robert Bruce is Founder of the Bruce Fund (BRUFX) run by Robert and son, Jeff. From 2000 through 2006, the Bruce Fund returned annualized 29.7%. Bruce's previous returns and more recent returns have been lower.



Robert Bruce's Performance:

Average Annual Return of Bruce Fund
5 Yrs 10 Yrs Since Inception
6.6% 15.8% 12.3%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL249,60043,315
ALL327,00016,045
FTK908,67114,856
PFE432,00012,467
IBM57,40012,226
MRK261,50011,566
NEE124,0009,632
ABBV234,3009,554
TWI425,0008,959
ABT234,3008,275
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 19.6% 19.6%
Healthcare 18.6% 18.6%
Utilities 10.8% 10.8%
Financial Services 9.9% 9.9%
Basic Materials 8.2% 8.2%
Consumer Defensive 6% 6%
Consumer Cyclical 3.7% 3.7%
Industrials 2.9% 2.9%
Communication Services 2% 2%
Energy 1.3% 1.3%
» More Sector Weightings

Robert Bruce's News:

» More Related News


Add Notes, Comments or Ask Questions

Comments

Moose
ReplyMoose - 3 months ago
How do I invest in the Bruce Fund?
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial
FEEDBACK