Robert Bruce

Robert Bruce

Last Update: 2014-08-14

Number of Stocks: 54
Number of New Stocks: 2

Total Value: $434 Mil
Q/Q Turnover: 3%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
PNX Phoenix Companies In... 2014-06-30 Buy 1.8%$38.47 - $55.3
($45.91)
$ 59.830%New holding, 157252 sh.157,252
IBM International Busine... 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 192.992%Add 27.28%118,500
SUPN Supernus Pharmaceuti... 2014-06-30 Buy 0.25%$7.32 - $10.85
($8.88)
$ 8.961%New holding, 100000 sh.100,000
UHAL Amerco Inc 2014-06-30 Reduce-0.39%$224.72 - $295.03
($263.81)
$ 286.419%Reduce -2.54%242,865
FTK Flotek Industries In... 2014-06-30 Reduce-0.27%$26.98 - $32.66
($29.2)
$ 27.61-5%Reduce -4.31%784,335
UNS UNS Energy Corp 2014-06-30 Reduce-0.21%$59.85 - $60.62
($60.25)
$ 60.591%Reduce -7.37%162,100
IBM International Busine... 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 192.995%Add 19.21%93,100
IPI Intrepid Potash Inc 2014-03-31 Buy 0.62%$13.96 - $16.63
($15.29)
$ 15.773%New holding, 150000 sh.150,000
BG Bunge Ltd 2014-03-31 Add0.52%$73.51 - $82.11
($78.82)
$ 84.187%Add 33.33%100,000
FTK Flotek Industries In... 2014-03-31 Reduce-0.11%$18.67 - $28.19
($23.25)
$ 27.6119%Reduce -2.38%819,671
PRGO Perrigo Company PLC 2013-12-31 Buy 0.43%$125.11 - $156.88
($144.29)
$ 148.123%New holding, 9926 sh.9,926
IBM International Busine... 2013-12-31 Add0.22%$172.8 - $186.97
($180.17)
$ 192.997%Add 5.4%78,100
PFE Pfizer Inc 2013-12-31 Add0.17%$28.24 - $32.2
($30.7)
$ 29.21-5%Add 4.63%452,000
ARII American Railcar Ind... 2013-12-31 Sold Out -1.3%$38.88 - $47.87
($42.86)
$ 82.2292%Sold Out0
ELN Elan Corp PLC 2013-12-31 Sold Out -0.77%$15.72 - $18.14
($17.1)
$ 18.166%Sold Out0
CJES C&J Energy Services ... 2013-12-31 Reduce-0.63%$20.02 - $24.36
($22.88)
$ 28.7826%Reduce -33.33%200,000
ROCM Rochester Medical Co... 2013-12-31 Sold Out -0.41%$19.92 - $20
($19.97)
$ 200%Sold Out0
OME Omega Protein Corpor... 2013-12-31 Reduce-0.12%$9.19 - $14.89
($11.76)
$ 15.0628%Reduce -6.29%600,000
IBM International Busine... 2013-09-30 Add0.99%$182.16 - $197.99
($190.18)
$ 192.992%Add 29.09%74,100
ARII American Railcar Ind... 2013-09-30 Add0.98%$31.39 - $39.16
($35.64)
$ 82.22131%Add 300%100,000
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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
17.7% 12% 12.5%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL242,86570,615
FTK784,33525,224
IBM118,50021,480
ALL327,00019,201
MRK261,50015,127
PFE452,00013,415
ABBV231,30013,054
NEE124,00012,707
UNS162,1009,792
ABT229,3009,378
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 18.1% 18.1%
Healthcare 15% 15%
Financial Services 8.4% 8.4%
Utilities 7.9% 7.9%
Basic Materials 7.4% 7.4%
Consumer Defensive 6.7% 6.7%
Energy 4.2% 4.2%
Communication Services 1.7% 1.7%
Industrials 1.6% 1.6%
Consumer Cyclical 1.6% 1.6%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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