Robert Bruce

Robert Bruce

Last Update: 08-13-2015

Number of Stocks: 45
Number of New Stocks: 1

Total Value: $340 Mil
Q/Q Turnover: 7%

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
DUK Duke Energy Corporation 2015-06-30 Add2.08%$70.62 - $79.41
($75.59)
$ 72.52-4%Add 526.32%119,000
DTV Directv 2015-06-30 Sold Out -2.05%$85.1 - $93.76
($90.32)
$ 93.554%Sold Out0
CMS CMS Energy Corp 2015-06-30 Add1.87%$31.39 - $35.57
($33.62)
$ 33.760%Add 1000.00%220,000
AVA Avista Corp 2015-06-30 Add1.35%$30.41 - $34.25
($32.26)
$ 32.01-1%Add 750.00%170,000
IBM International Business Machines Corp 2015-06-30 Add1.05%$159.18 - $174.4
($168.01)
$ 148.54-12%Add 15.88%160,500
CJES C&J Energy Services Ltd 2015-06-30 Sold Out -0.47%$11.07 - $17.45
($14.75)
$ 4.20-72%Sold Out0
EBF Ennis Inc 2015-06-30 Add0.46%$13.51 - $18.65
($16.11)
$ 16.02-1%Add 86.91%182,800
TEG Integrys Energy Group Inc 2015-06-30 Sold Out -0.44%$68.84 - $74.45
($71.8)
$ 69.66-3%Sold Out0
WEC WEC Energy Group Inc 2015-06-30 Buy 0.32%$44.97 - $51.11
($48.03)
$ 48.190%New holding24,252
DRRX Durect Corp 2015-06-30 Reduce-0.2%$1.82 - $3.23
($2.34)
$ 2.02-14%Reduce 28.98%863,609
EBF Ennis Inc 2015-03-31 Buy 0.39%$12.75 - $14.46
($13.6)
$ 16.0218%New holding97,800
SIRI Sirius XM Holdings Inc 2014-12-31 Buy 2.1%$3.17 - $3.63
($3.44)
$ 3.7910%New holding2,172,548
IBM International Business Machines Corp 2014-12-31 Add0.88%$151.41 - $189.36
($166.18)
$ 148.54-11%Add 16.88%138,500
SUPN Supernus Pharmaceuticals Inc 2014-12-31 Add0.68%$7.49 - $9.49
($8.4)
$ 17.52109%Add 73.65%694,581
TWI Titan International Inc 2014-12-31 Reduce-0.41%$9.36 - $11.6
($10.26)
$ 8.52-17%Reduce 29.41%300,000
PNX Phoenix Companies Inc 2014-12-31 Add0.36%$53.13 - $70.03
($60.81)
$ 12.31-80%Add 8.07%254,352
ALL Allstate Corp 2014-12-31 Add0.13%$59.86 - $71
($65.82)
$ 58.74-11%Add 2.08%333,800
ESCR Escalera Resources Co 2014-12-31 Sold Out -0.08%$0.56 - $1.86
($1.18)
$ 0.14-88%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)
$ 12.31-78%Add 49.67%235,352
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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
14.2% 8.4% 12.6%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL242,86579,394
IBM160,50026,106
ALL333,80021,653
ABBV232,91515,649
PFE455,33215,267
MRK259,40014,767
NEE125,00012,253
SUPN694,58111,793
ABT230,91511,314
DMND323,00010,135
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 26.5% 26.5%
Healthcare 23.7% 23.7%
Utilities 13.1% 13.1%
Financial Services 11% 11%
Consumer Defensive 8.2% 8.2%
Industrials 2.9% 2.9%
Consumer Cyclical 2.4% 2.4%
Energy 2.1% 2.1%
Basic Materials 1.7% 1.7%
Communication Services 0% 0%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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