Robert Bruce

Robert Bruce

Last Update: 02-13-2015

Number of Stocks: 52
Number of New Stocks: 1

Total Value: $362 Mil
Q/Q Turnover: 4%

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
SIRI Sirius XM Holdings Inc 2014-12-31 Buy 2.1%$3.17 - $3.63
($3.44)
$ 3.9413%New holding2,172,548
IBM International Business Machines Corp 2014-12-31 Add0.88%$151.41 - $189.36
($166.18)
$ 170.072%Add 16.88%138,500
SUPN Supernus Pharmaceuticals Inc 2014-12-31 Add0.68%$7.49 - $9.49
($8.4)
$ 13.8839%Add 73.65%694,581
TWI Titan International Inc 2014-12-31 Reduce-0.41%$9.36 - $11.6
($10.26)
$ 9.47-8%Reduce -29.41%300,000
PNX Phoenix Companies Inc 2014-12-31 Add0.36%$53.13 - $70.03
($60.81)
$ 37.88-61%Add 8.07%254,352
ALL Allstate Corp 2014-12-31 Add0.13%$59.86 - $71
($65.82)
$ 71.087%Add 2.08%333,800
ESCR Escalera Resources Co 2014-12-31 Sold Out -0.08%$0.56 - $1.86
($1.18)
$ 0.30-293%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)
$ 37.88-47%Add 49.67%235,352
OME Omega Protein Corp 2014-09-30 Reduce-0.82%$11.69 - $15.53
($13.97)
$ 13.34-5%Reduce -43.17%341,000
SUPN Supernus Pharmaceuticals Inc 2014-09-30 Add0.73%$7.99 - $11.13
($8.98)
$ 13.8835%Add 300.00%400,000
DUK Duke Energy Corporation 2014-09-30 Buy 0.4%$69.84 - $74.9
($72.95)
$ 79.728%New holding19,000
XEL Xcel Energy Inc 2014-09-30 Add0.19%$29.64 - $32.48
($31.29)
$ 34.529%Add 93.84%47,511
AVA Avista Corp 2014-09-30 Buy 0.17%$30.67 - $32.85
($31.9)
$ 34.187%New holding20,000
CMS CMS Energy Corp 2014-09-30 Buy 0.17%$28.18 - $30.82
($29.84)
$ 35.1215%New holding20,000
TEG Integrys Energy Group Inc 2014-09-30 Reduce-0.16%$63.79 - $69.98
($67.28)
$ 74.7810%Reduce -28.91%24,594
MRK Merck & Co Inc 2014-09-30 Add0.06%$55.64 - $61.18
($58.85)
$ 57.98-2%Add 1.34%265,000
PNX Phoenix Companies Inc 2014-06-30 Buy 1.8%$38.47 - $55.3
($45.91)
$ 37.88-21%New holding157,252
IBM International Business Machines Corp 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 170.07-11%Add 27.28%118,500
UHAL Amerco Inc 2014-06-30 Reduce-0.39%$224.72 - $295.03
($263.81)
$ 327.3519%Reduce -2.54%242,865
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)
UHAL242,86569,036
ALL333,80023,449
IBM138,50022,220
PNX254,35217,517
ABBV232,91515,241
FTK784,33514,690
MRK259,40014,731
PFE455,33214,183
NEE125,00013,286
ABT230,91510,395
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 21% 21%
Healthcare 18.9% 18.9%
Financial Services 14% 14%
Utilities 8.3% 8.3%
Consumer Defensive 7.3% 7.3%
Industrials 4.8% 4.8%
Energy 2.2% 2.2%
Consumer Cyclical 2.1% 2.1%
Communication Services 2% 2%
Basic Materials 1.7% 1.7%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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