Robert Bruce

Robert Bruce

Last Update: 2014-05-15

Number of Stocks: 52
Number of New Stocks: 1

Total Value: $372 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-03-31.

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

Robert Bruce Bought these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
IBM International Busine... 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 194.095%Add 19.21%93,100
BG Bunge Ltd 2014-03-31 Add0.52%$73.51 - $82.11
($78.82)
$ 74.9-5%Add 33.33%100,000
IBM International Busine... 2013-12-31 Add0.22%$172.8 - $186.97
($180.17)
$ 194.098%Add 5.4%78,100
PFE Pfizer Inc 2013-12-31 Add0.17%$28.24 - $32.2
($30.7)
$ 30.49-1%Add 4.63%452,000
IBM International Busine... 2013-09-30 Add0.99%$182.16 - $197.99
($190.18)
$ 194.092%Add 29.09%74,100
ARII American Railcar Ind... 2013-09-30 Add0.98%$31.39 - $39.16
($35.64)
$ 67.6990%Add 300%100,000
BG Bunge Ltd 2013-06-30 Add1.2%$66.4 - $73.51
($70.39)
$ 74.96%Add 200%75,000
TWI Titan International,... 2013-03-31 Add1.09%$20.51 - $26.97
($23.22)
$ 15.57-33%Add 41.67%425,000
IBM International Busine... 2012-06-30 Add1.58%$187.61 - $210.34
($199.23)
$ 194.09-3%Add 50.66%56,800
DMND Diamond Foods, Inc. 2012-06-30 Add0.74%$17.43 - $23.44
($20.98)
$ 28.2134%Add 44.84%323,000
EDAP Edap Tms S.a. (adr) 2012-06-30 Add0.64%$1.61 - $2.19
($1.89)
$ 5.14172%Add 96.88%1,565,494
UHAL Amerco 2012-06-30 Add0.19%$78.18 - $105.73
($93.15)
$ 285.53206%Add 2.04%249,800
UNS Unisource Enrgy 2012-03-31 Add1.15%$36.11 - $38.38
($34.91)
$ 60.4173%Add 53.24%175,000
ALL Allstate Corp 2012-03-31 Add0.86%$27.56 - $33.13
($28.47)
$ 58.09104%Add 18.05%327,000
IBM International Busine... 2011-12-31 Add2.25%$173.29 - $194.56
($184.45)
$ 194.095%Add 104.89%37,700
ALL Allstate Corp. The 2011-12-31 Add0.61%$22.71 - $27.72
($26.01)
$ 58.09123%Add 13.52%277,000
MRK Merck & Co. Inc. 2011-12-31 Add0.54%$31.35 - $37.9
($34.5)
$ 58.4369%Add 9.41%261,500
UHAL Amerco 2011-09-30 Add1.96%$60.74 - $95.96
($78.01)
$ 285.53266%Add 34.37%244,350
MRK Merck & Co. Inc. 2011-09-30 Add1.69%$29.81 - $36.31
($33.23)
$ 58.4376%Add 75.74%239,000
PFE Pfizer Inc. 2011-09-30 Add0.89%$16.66 - $20.78
($18.73)
$ 30.4963%Add 30.3%430,000
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
17.7% 12% 12.5%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL249,20057,814
FTK819,67122,950
ALL327,00018,501
IBM93,10017,920
MRK261,50014,845
PFE452,00014,518
NEE124,00011,780
ABBV231,30011,888
DMND323,00011,282
UNS175,00010,500
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 17.2% 17.2%
Healthcare 15.9% 15.9%
Utilities 8.8% 8.8%
Consumer Defensive 8.2% 8.2%
Basic Materials 8% 8%
Financial Services 7.3% 7.3%
Energy 4.4% 4.4%
Consumer Cyclical 2.2% 2.2%
Communication Services 1.8% 1.8%
Industrials 1.6% 1.6%
» More Sector Weightings

Robert Bruce's News:

» More Related News


Add Notes, Comments or Ask Questions

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)
Free 7-day Trial
FEEDBACK
Email Hide