Robert Bruce

Robert Bruce

Last Update: 05-15-2015

Number of Stocks: 47
Number of New Stocks: 2

Total Value: $353 Mil
Q/Q Turnover: 1%

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
ACTA Actua Corp 2015-03-31 Sold Out -0.71%$14.53 - $18.24
($16.08)
$ 13.80-14%Sold Out0
ATU Actuant Corp 2015-03-31 Buy 0.61%$22.62 - $27.14
($24.55)
$ 23.15-6%New holding140,000
EBF Ennis Inc 2015-03-31 Buy 0.39%$12.75 - $14.46
($13.6)
$ 18.1333%New holding97,800
SIRI Sirius XM Holdings Inc 2014-12-31 Buy 2.1%$3.17 - $3.63
($3.44)
$ 3.738%New holding2,172,548
IBM International Business Machines Corp 2014-12-31 Add0.88%$151.41 - $189.36
($166.18)
$ 165.09-1%Add 16.88%138,500
SUPN Supernus Pharmaceuticals Inc 2014-12-31 Add0.68%$7.49 - $9.49
($8.4)
$ 16.7599%Add 73.65%694,581
TWI Titan International Inc 2014-12-31 Reduce-0.41%$9.36 - $11.6
($10.26)
$ 10.260%Reduce 29.41%300,000
PNX Phoenix Companies Inc 2014-12-31 Add0.36%$53.13 - $70.03
($60.81)
$ 17.07-72%Add 8.07%254,352
ALL Allstate Corp 2014-12-31 Add0.13%$59.86 - $71
($65.82)
$ 64.99-1%Add 2.08%333,800
ESCR Escalera Resources Co 2014-12-31 Sold Out -0.08%$0.56 - $1.86
($1.18)
$ 0.27-77%Sold Out0
UNS UNS Energy Corp 2014-09-30 Sold Out -2.3%$60.36 - $60.63
($60.46)
$ 60.590%Sold Out0
PNX Phoenix Companies Inc 2014-09-30 Add1.23%$46.82 - $62.77
($55.55)
$ 17.07-69%Add 49.67%235,352
OME Omega Protein Corp 2014-09-30 Reduce-0.82%$11.69 - $15.53
($13.97)
$ 13.42-4%Reduce 43.17%341,000
SUPN Supernus Pharmaceuticals Inc 2014-09-30 Add0.73%$7.99 - $11.13
($8.98)
$ 16.7587%Add 300.00%400,000
DUK Duke Energy Corporation 2014-09-30 Buy 0.4%$69.84 - $74.9
($72.95)
$ 72.53-1%New holding19,000
XEL Xcel Energy Inc 2014-09-30 Add0.19%$29.64 - $32.48
($31.29)
$ 32.825%Add 93.84%47,511
CMS CMS Energy Corp 2014-09-30 Buy 0.17%$28.18 - $30.82
($29.84)
$ 32.7510%New holding20,000
AVA Avista Corp 2014-09-30 Buy 0.17%$30.67 - $32.85
($31.9)
$ 31.27-2%New holding20,000
TEG Integrys Energy Group Inc 2014-09-30 Reduce-0.16%$63.79 - $69.98
($67.28)
$ 69.664%Reduce 28.91%24,594
MRK Merck & Co Inc 2014-09-30 Add0.06%$55.64 - $61.18
($58.85)
$ 57.67-2%Add 1.34%265,000
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
14.2% 8.4% 12.6%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL242,86578,919
ALL333,80023,699
IBM138,50022,160
PFE455,33215,936
MRK259,40015,045
ABBV232,91513,509
NEE125,00013,000
PNX254,35212,717
FTK784,33511,765
ABT230,91510,622
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 25.4% 25.4%
Healthcare 21.3% 21.3%
Utilities 14% 14%
Financial Services 13.2% 13.2%
Consumer Defensive 7.8% 7.8%
Industrials 3.8% 3.8%
Consumer Cyclical 2.3% 2.3%
Energy 2.2% 2.2%
Communication Services 2% 2%
Basic Materials 1.7% 1.7%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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