Robert Bruce

Robert Bruce

Last Update: 02-13-2015

Number of Stocks: 52
Number of New Stocks: 1

Total Value: $362 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-12-31.

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

Robert Bruce Sold 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
TWI Titan International Inc 2014-12-31 Reduce-0.41%$9.36 - $11.6
($10.26)
$ 9.36-10%Reduce -29.41%300,000
OME Omega Protein Corp 2014-09-30 Reduce-0.82%$11.69 - $15.53
($13.97)
$ 13.69-2%Reduce -43.17%341,000
TEG Integrys Energy Group Inc 2014-09-30 Reduce-0.16%$63.79 - $69.98
($67.28)
$ 72.207%Reduce -28.91%24,594
UHAL Amerco Inc 2014-06-30 Reduce-0.39%$224.72 - $295.03
($263.81)
$ 330.4020%Reduce -2.54%242,865
FTK Flotek Industries Inc 2014-06-30 Reduce-0.27%$26.98 - $32.66
($29.2)
$ 14.74-98%Reduce -4.31%784,335
UNS UNS Energy Corp 2014-06-30 Reduce-0.21%$59.85 - $60.62
($60.25)
$ 60.591%Reduce -7.37%162,100
FTK Flotek Industries Inc 2014-03-31 Reduce-0.11%$18.67 - $28.19
($23.25)
$ 14.74-58%Reduce -2.38%819,671
CJES C&J Energy Services Inc 2013-12-31 Reduce-0.63%$20.02 - $24.36
($22.88)
$ 11.13-106%Reduce -33.33%200,000
OME Omega Protein Corp 2013-12-31 Reduce-0.12%$9.19 - $14.89
($11.76)
$ 13.6914%Reduce -6.29%600,000
SD SandRidge Energy Inc 2013-09-30 Reduce-0.32%$4.85 - $5.99
($5.36)
$ 1.78-201%Reduce -52.33%182,168
FTK Flotek Industries Inc 2013-09-30 Reduce-0.32%$18.11 - $23.08
($20.21)
$ 14.74-37%Reduce -5.91%840,671
ECOL US Ecology Inc 2012-12-31 Reduce-0.28%$21.18 - $24.57
($22.23)
$ 49.9756%Reduce -49.40%25,300
ECOL US Ecology Inc 2012-09-30 Reduce-0.13%$17.47 - $21.58
($19.11)
$ 49.9762%Reduce -26.46%50,000
EDAP Edap TMS SA 2010-12-31 Reduce-0.74%$2.1101 - $6.299
($3.62)
$ 3.630%Reduce -27.77%689,635
ATPAQ ATP Oil & Gas Corp 2010-12-31 Reduce-0.17%$13.31 - $16.88
($15.15)
$ 0.01-151400%Reduce -21.00%79,000
ATPAQ ATP Oil & Gas Corp 2010-09-30 Reduce-0.87%$9.11 - $13.89
($11.4)
$ 0.01-113900%Reduce -40.97%100,000
ATPAQ ATP Oil & Gas Corp 2010-06-30 Reduce-0.78%$8.53 - $22.96
($15.3)
$ 0.01-152900%Reduce -44.98%169,400
ARD 2009-06-30 Reduce-1.89%$26.03 - $38.04
($31.96)
$ N/AReduce -33.25%147,100
K Kellogg Co 2009-06-30 Reduce-0.12%$37.59 - $46.6
($42.4)
$ 65.9536%Reduce -49.71%4,436
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)
UHAL242,86569,036
ALL333,80023,449
IBM138,50022,220
PNX254,35217,517
ABBV232,91515,241
FTK784,33514,690
MRK259,40014,731
PFE455,33214,183
NEE125,00013,286
ABT230,91510,395
» More Current Portfolio

Robert Bruce's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 52 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Technology 21% 21%
Healthcare 18.9% 18.9%
Financial Services 14% 14%
Utilities 8.3% 8.3%
Consumer Defensive 7.3% 7.3%
Industrials 4.8% 4.8%
Energy 2.2% 2.2%
Consumer Cyclical 2.1% 2.1%
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)
Free 7-day Trial
FEEDBACK