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Robert Bruce

Robert Bruce

Last Update: 2013-05-14

Number of Stocks: 43
Number of New Stocks: 3

Total Value: $240 Mil
Q/Q Turnover: 3%

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



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
TWI Titan International,... 2013-03-31 Add1.09%$20.51 - $26.97
($23.22)
$ 24.787%Add 41.67%425,000
ASH Ashland Inc 2013-03-31 Buy 0.77%$72.76 - $86.37
($80.2)
$ 88.9411%New holding, 25000 sh.25,000
BG Bunge Ltd 2013-03-31 Buy 0.74%$72.12 - $79.92
($75.3)
$ 71.62-5%New holding, 25000 sh.25,000
ROCM Rochester Medical Co... 2013-03-31 Buy 0.52%$10.08 - $14.86
($12.81)
$ 14.7115%New holding, 84800 sh.84,800
PRTA Prothena Corporation... 2012-12-31 Sold Out $6.8 - $6.9
($6.86)
$ 1046%Sold Out0
ICGE ICG Group Inc 2012-12-31 Sold Out -0.88%$10.37 - $11.48
($10.97)
$ 11.343%Sold Out0
ECOL US Ecology, Inc. 2012-12-31 Reduce-0.28%$21.18 - $24.57
($22.23)
$ 29.1931%Reduce -49.4%25,300
MRK Merck & Co Inc 2012-09-30 Buy 6.3%$41.2 - $45.24
($43.62)
$ 45.214%New holding, 261500 sh.261,500
UNS UNS Energy Corp 2012-09-30 Sold Out -2.9%$38.98 - $42.3
($40.62)
$ 50.324%Sold Out0
ECOL US Ecology, Inc. 2012-09-30 Reduce-0.13%$17.47 - $21.58
($19.11)
$ 29.1953%Reduce -26.46%50,000
IBM International Busine... 2012-06-30 Add1.58%$187.61 - $210.34
($199.23)
$ 207.64%Add 50.66%56,800
DMND Diamond Foods, Inc. 2012-06-30 Add0.74%$17.43 - $23.44
($20.98)
$ 16.59-21%Add 44.84%323,000
EDAP Edap Tms S.a. (adr) 2012-06-30 Add0.64%$1.61 - $2.19
($1.89)
$ 4.44135%Add 96.88%1,565,494
AGEN Agenus Inc 2012-06-30 Buy 0.52%$4.84 - $6.9
($5.78)
$ 4.14-28%New holding, 233515 sh.233,515
UHAL Amerco 2012-06-30 Add0.19%$78.18 - $105.73
($93.15)
$ 175.3688%Add 2.04%249,800
MRK Merck & Co., Inc... 2012-06-30 Sold Out -5.2%$37.21 - $41.08
($38.52)
$ 45.2117%Sold Out0
CJES C&j Energy Svcs 2012-03-31 Buy 2.7%$16.25 - $22.92
($12.58)
$ 19.0351%New holding, 300000 sh.300,000
DMND Diamond Foods 2012-03-31 Buy 2.6%$22.11 - $38.04
($26.69)
$ 16.59-38%New holding, 223000 sh.223,000
UNS Unisource Enrgy 2012-03-31 Add1.15%$36.11 - $38.38
($34.91)
$ 50.344%Add 53.24%175,000
ALL Allstate Corp 2012-03-31 Add0.86%$27.56 - $33.13
($28.47)
$ 49.875%Add 18.05%327,000
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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
6.6% 15.8% 12.3%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL249,60043,315
ALL327,00016,045
FTK908,67114,856
PFE432,00012,467
IBM57,40012,226
MRK261,50011,566
NEE124,0009,632
ABBV234,3009,554
TWI425,0008,959
ABT234,3008,275
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 19.6% 19.6%
Healthcare 18.6% 18.6%
Utilities 10.8% 10.8%
Financial Services 9.9% 9.9%
Basic Materials 8.2% 8.2%
Consumer Defensive 6% 6%
Consumer Cyclical 3.7% 3.7%
Industrials 2.9% 2.9%
Communication Services 2% 2%
Energy 1.3% 1.3%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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Comments

Moose
ReplyMoose - 3 months ago
How do I invest in the Bruce Fund?
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