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:
Please Subscribe to see portfolio changes after 2015-03-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Robert Bruce Bought 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
IBM International Business Machines Corp 2014-12-31 Add0.88%$151.41 - $189.36
($166.18)
$ 172.224%Add 16.88%138,500
SUPN Supernus Pharmaceuticals Inc 2014-12-31 Add0.68%$7.49 - $9.49
($8.4)
$ 13.4460%Add 73.65%694,581
PNX Phoenix Companies Inc 2014-12-31 Add0.36%$53.13 - $70.03
($60.81)
$ 17.48-71%Add 8.07%254,352
ALL Allstate Corp 2014-12-31 Add0.13%$59.86 - $71
($65.82)
$ 67.603%Add 2.08%333,800
PNX Phoenix Companies Inc 2014-09-30 Add1.23%$46.82 - $62.77
($55.55)
$ 17.48-69%Add 49.67%235,352
SUPN Supernus Pharmaceuticals Inc 2014-09-30 Add0.73%$7.99 - $11.13
($8.98)
$ 13.4450%Add 300.00%400,000
XEL Xcel Energy Inc 2014-09-30 Add0.19%$29.64 - $32.48
($31.29)
$ 34.4610%Add 93.84%47,511
MRK Merck & Co Inc 2014-09-30 Add0.06%$55.64 - $61.18
($58.85)
$ 59.381%Add 1.34%265,000
IBM International Business Machines Corp 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 172.22-9%Add 27.28%118,500
IBM International Business Machines Corp 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 172.22-6%Add 19.21%93,100
BG Bunge Ltd 2014-03-31 Add0.52%$73.51 - $82.11
($78.82)
$ 91.2216%Add 33.33%100,000
IBM International Business Machines Corp 2013-12-31 Add0.22%$172.8 - $186.97
($180.17)
$ 172.22-4%Add 5.40%78,100
PFE Pfizer Inc 2013-12-31 Add0.17%$28.24 - $32.2
($30.7)
$ 34.2812%Add 4.63%452,000
IBM International Business Machines Corp 2013-09-30 Add0.99%$182.16 - $197.99
($190.18)
$ 172.22-9%Add 29.09%74,100
ARII American Railcar Industries Inc 2013-09-30 Add0.98%$31.39 - $39.16
($35.64)
$ 54.9054%Add 300.00%100,000
BG Bunge Ltd 2013-06-30 Add1.2%$66.4 - $73.51
($70.39)
$ 91.2230%Add 200.00%75,000
TWI Titan International Inc 2013-03-31 Add1.09%$20.51 - $26.97
($23.22)
$ 11.38-51%Add 41.67%425,000
IBM International Business Machines Corp 2012-06-30 Add1.58%$187.61 - $210.34
($199.23)
$ 172.22-14%Add 50.66%56,800
DMND Diamond Foods Inc 2012-06-30 Add0.74%$17.43 - $23.44
($20.98)
$ 28.8437%Add 44.84%323,000
EDAP Edap TMS SA 2012-06-30 Add0.64%$1.61 - $2.19
($1.89)
$ 3.1567%Add 96.88%1,565,494
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


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK