Robert Bruce

Robert Bruce

Last Update: 2014-11-13

Number of Stocks: 54
Number of New Stocks: 3

Total Value: $359 Mil
Q/Q Turnover: 3%

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
PNX Phoenix Companies In... 2014-09-30 Add1.23%$46.82 - $62.77
($55.55)
$ 64.716%Add 49.67%235,352
SUPN Supernus Pharmaceuti... 2014-09-30 Add0.73%$7.99 - $11.13
($8.98)
$ 8.74-3%Add 300%400,000
XEL Xcel Energy Inc 2014-09-30 Add0.19%$29.64 - $32.48
($31.29)
$ 34.7511%Add 93.84%47,511
IBM International Busine... 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 151.93-19%Add 27.28%118,500
IBM International Busine... 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 151.93-18%Add 19.21%93,100
BG Bunge Ltd 2014-03-31 Add0.52%$73.51 - $82.11
($78.82)
$ 90.415%Add 33.33%100,000
IBM International Busine... 2013-12-31 Add0.22%$172.8 - $186.97
($180.17)
$ 151.93-16%Add 5.4%78,100
PFE Pfizer Inc 2013-12-31 Add0.17%$28.24 - $32.2
($30.7)
$ 31.121%Add 4.63%452,000
IBM International Busine... 2013-09-30 Add0.99%$182.16 - $197.99
($190.18)
$ 151.93-20%Add 29.09%74,100
ARII American Railcar Ind... 2013-09-30 Add0.98%$31.39 - $39.16
($35.64)
$ 50.3341%Add 300%100,000
BG Bunge Ltd 2013-06-30 Add1.2%$66.4 - $73.51
($70.39)
$ 90.428%Add 200%75,000
TWI Titan International,... 2013-03-31 Add1.09%$20.51 - $26.97
($23.22)
$ 10.22-56%Add 41.67%425,000
IBM International Busine... 2012-06-30 Add1.58%$187.61 - $210.34
($199.23)
$ 151.93-24%Add 50.66%56,800
DMND Diamond Foods, Inc. 2012-06-30 Add0.74%$17.43 - $23.44
($20.98)
$ 27.0329%Add 44.84%323,000
EDAP Edap Tms S.a. (adr) 2012-06-30 Add0.64%$1.61 - $2.19
($1.89)
$ 2.058%Add 96.88%1,565,494
UHAL Amerco 2012-06-30 Add0.19%$78.18 - $105.73
($93.15)
$ 265.65185%Add 2.04%249,800
UNS Unisource Enrgy 2012-03-31 Add1.15%$36.11 - $38.38
($34.91)
$ 60.5974%Add 53.24%175,000
ALL Allstate Corp 2012-03-31 Add0.86%$27.56 - $33.13
($28.47)
$ 68.22140%Add 18.05%327,000
IBM International Busine... 2011-12-31 Add2.25%$173.29 - $194.56
($184.45)
$ 151.93-18%Add 104.89%37,700
ALL Allstate Corp. The 2011-12-31 Add0.61%$22.71 - $27.72
($26.01)
$ 68.22162%Add 13.52%277,000
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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
17.7% 12% 12.5%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL242,86562,416
IBM118,50022,182
ALL327,00019,907
FTK784,33519,835
MRK265,00015,547
PNX235,35213,193
PFE452,00013,139
ABBV231,30013,241
NEE124,00011,741
DMND323,0009,341
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 20% 20%
Healthcare 17.1% 17.1%
Financial Services 11.6% 11.6%
Utilities 7.8% 7.8%
Consumer Defensive 7.3% 7.3%
Industrials 7.1% 7.1%
Energy 4.5% 4.5%
Communication Services 2.1% 2.1%
Basic Materials 1.7% 1.7%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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