Robert Bruce

Robert Bruce

Last Update: 11-15-2016

Number of Stocks: 37
Number of New Stocks: 0

Total Value: $333 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Robert Bruce Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
SUPN Supernus Pharmaceuticals Inc 2016-09-30 Reduce-0.35%$20.55 - $26.68
($22.63)
$ 23.002%Reduce -26.72%164,581
AGEN Agenus Inc 2016-09-30 Reduce-0.09%$4.21 - $7.2
($5.84)
$ 4.28-27%Reduce -33.33%155,677
RLI RLI Corp 2016-09-30 Reduce-0.06%$66.41 - $71
($68.79)
$ 61.67-10%Reduce -6.37%44,120
UHAL Amerco Inc 2016-09-30 Reduce-0.03%$321.32 - $396.86
($357.13)
$ 372.064%Reduce -0.13%193,115
AGN Allergan PLC 2016-06-30 Buy 1.64%$201.65 - $277.55
($231.14)
$ 192.25-17%New holding25,000
TWI Titan International Inc 2016-06-30 Sold Out -0.25%$4.99 - $7.42
($6.2)
$ 11.5686%Sold Out0
PTQEP Petroquest Energy Inc 2016-06-30 Add0.06%$4.75 - $7.6
($6.34)
$ 16.00152%Add 13.06%259,840
PQ Petroquest Energy Inc 2016-06-30 Buy 0.06%$2.07 - $3.72
($2.94)
$ 4.2545%New holding62,870
UHAL Amerco Inc 2016-06-30 Reduce-0.02%$337.48 - $379.2
($361.3)
$ 372.063%Reduce -0.10%193,365
RLI RLI Corp 2016-03-31 Reduce-1.21%$59.14 - $68.05
($62.82)
$ 61.67-2%Reduce -57.97%47,120
EBF Ennis Inc 2016-03-31 Sold Out -1.06%$18.31 - $20.76
($19.45)
$ 17.25-11%Sold Out0
POM Pepco Holdings Inc 2016-03-31 Sold Out -0.48%$21.24 - $26.93
($25.41)
$ 26.936%Sold Out0
SIRI Sirius XM Holdings Inc 2016-03-31 Reduce-0.25%$3.35 - $4.07
($3.73)
$ 4.5422%Reduce -9.21%1,972,548
SUPN Supernus Pharmaceuticals Inc 2016-03-31 Reduce-0.12%$10.13 - $15.65
($13.02)
$ 23.0077%Reduce -11.78%224,581
TWI Titan International Inc 2016-03-31 Reduce-0.06%$2.7 - $6.1
($4.12)
$ 11.56181%Reduce -25.00%150,000
NEE NextEra Energy Inc 2015-12-31 Add3.7%$96.42 - $105.71
($101.28)
$ 116.4915%Add 93.78%243,200
UHAL Amerco Inc 2015-12-31 Reduce-3.1%$379.66 - $436.28
($404.53)
$ 372.06-8%Reduce -12.36%193,565
IBM International Business Machines Corp 2015-12-31 Reduce-3.09%$131.75 - $152.39
($140.41)
$ 166.5219%Reduce -46.11%86,500
DMND Diamond Foods Inc 2015-12-31 Sold Out -2.87%$30.96 - $41.88
($37.96)
$ 37.56-1%Sold Out0
DUK Duke Energy Corp 2015-12-31 Add2.64%$65.83 - $75.06
($70.29)
$ 75.828%Add 54.37%347,788
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*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
10% 7.9% 12.2%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL193,11562,569
NEE243,20029,427
DUK347,78827,475
ALL333,80022,698
CMS538,30022,070
XEL481,60019,745
MRK259,40015,823
PFE455,33215,025
ABBV232,91514,440
IBM86,50013,580
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Utilities 35.1% 35.1%
Healthcare 21.2% 21.2%
Technology 19.7% 19.7%
Financial Services 8.8% 8.8%
Consumer Defensive 2.9% 2.9%
Industrials 2.9% 2.9%
Consumer Cyclical 2.5% 2.5%
Basic Materials 1.2% 1.2%
Energy 1.1% 1.1%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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