Robert Bruce

Robert Bruce

Last Update: 11-16-2015

Number of Stocks: 44
Number of New Stocks: 0

Total Value: $347 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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
DUK Duke Energy Corporation 2015-09-30 Add2.2%$67.74 - $77.21
($72.41)
$ 76.245%Add 89.33%225,300
XEL Xcel Energy Inc 2015-09-30 Add2.06%$32.5 - $36.32
($34)
$ 38.8214%Add 451.68%246,111
CMS CMS Energy Corp 2015-09-30 Add1.1%$32.1 - $35.82
($33.73)
$ 39.1916%Add 49.09%328,000
AVA Avista Corp 2015-09-30 Add0.53%$29.93 - $33.99
($31.94)
$ 37.5618%Add 32.35%225,000
PTQEP Petroquest Energy Inc 2015-09-30 Add0.14%$16.95 - $26
($21.33)
$ 4.10-81%Add 9.85%223,000
NEE NextEra Energy Inc 2015-09-30 Add0.01%$94.62 - $109.53
($101.78)
$ 111.6710%Add 0.40%125,500
DUK Duke Energy Corporation 2015-06-30 Add2.08%$70.62 - $79.41
($75.59)
$ 76.241%Add 526.32%119,000
CMS CMS Energy Corp 2015-06-30 Add1.87%$31.39 - $35.57
($33.62)
$ 39.1917%Add 1000.00%220,000
AVA Avista Corp 2015-06-30 Add1.35%$30.41 - $34.25
($32.26)
$ 37.5616%Add 750.00%170,000
IBM International Business Machines Corp 2015-06-30 Add1.05%$159.18 - $174.4
($168.01)
$ 121.04-28%Add 15.88%160,500
EBF Ennis Inc 2015-06-30 Add0.46%$13.51 - $18.65
($16.11)
$ 18.5215%Add 86.91%182,800
IBM International Business Machines Corp 2014-12-31 Add0.88%$151.41 - $189.36
($166.18)
$ 121.04-27%Add 16.88%138,500
SUPN Supernus Pharmaceuticals Inc 2014-12-31 Add0.68%$7.49 - $9.49
($8.4)
$ 12.8453%Add 73.65%694,581
PNX Phoenix Companies Inc 2014-12-31 Add0.36%$53.13 - $70.03
($60.81)
$ 36.47-40%Add 8.07%254,352
ALL Allstate Corp 2014-12-31 Add0.13%$59.86 - $71
($65.82)
$ 63.91-3%Add 2.08%333,800
PNX Phoenix Companies Inc 2014-09-30 Add1.23%$46.82 - $62.77
($55.55)
$ 36.47-34%Add 49.67%235,352
SUPN Supernus Pharmaceuticals Inc 2014-09-30 Add0.73%$7.99 - $11.13
($8.98)
$ 12.8443%Add 300.00%400,000
XEL Xcel Energy Inc 2014-09-30 Add0.19%$29.64 - $32.48
($31.29)
$ 38.8224%Add 93.84%47,511
MRK Merck & Co Inc 2014-09-30 Add0.06%$55.64 - $61.18
($58.85)
$ 49.03-17%Add 1.34%265,000
IBM International Business Machines Corp 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 121.04-36%Add 27.28%118,500
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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
10% 7.9% 12.2%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL220,86586,903
IBM160,50023,267
ALL333,80019,440
DUK225,30016,208
PFE455,33214,301
MRK259,40012,811
ABBV232,91512,672
NEE125,50012,242
FTK714,33511,929
CMS328,00011,584
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 27.5% 27.5%
Healthcare 19.1% 19.1%
Utilities 18.9% 18.9%
Financial Services 10.8% 10.8%
Consumer Defensive 7.8% 7.8%
Industrials 3.4% 3.4%
Consumer Cyclical 2.3% 2.3%
Energy 1.7% 1.7%
Basic Materials 1.2% 1.2%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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