Robert Bruce

Robert Bruce

Last Update: 02-15-2016

Number of Stocks: 39
Number of New Stocks: 1

Total Value: $330 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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
UHAL Amerco Inc 2015-12-31 Reduce-3.1%$379.66 - $436.28
($404.53)
$ 361.70-11%Reduce -12.36%193,565
IBM International Business Machines Corp 2015-12-31 Reduce-3.09%$131.75 - $152.39
($140.41)
$ 145.273%Reduce -46.11%86,500
SUPN Supernus Pharmaceuticals Inc 2015-12-31 Reduce-0.57%$12.78 - $18.86
($15.48)
$ 16.879%Reduce -35.48%254,581
EDAP Edap TMS SA 2015-12-31 Reduce-0.48%$4.1 - $5.71
($4.77)
$ 3.48-27%Reduce -22.30%1,045,494
FTK Flotek Industries Inc 2015-12-31 Reduce-0.24%$8.72 - $20.98
($14.16)
$ 9.36-34%Reduce -7.00%664,335
TWI Titan International Inc 2015-12-31 Reduce-0.19%$3.67 - $7.71
($5.43)
$ 6.5220%Reduce -33.33%200,000
RLI RLI Corp 2015-12-31 Reduce-0.08%$53.41 - $63.02
($59.81)
$ 63.436%Reduce -4.59%112,120
SDRXP SandRidge Energy Inc 2015-12-31 Reduce-0.07%$3.2 - $11.75
($6.44)
$ 2.95-54%Reduce -58.40%20,800
DRRX Durect Corp 2015-12-31 Reduce-0.03%$1.84 - $2.54
($2.17)
$ 1.36-37%Reduce -6.55%713,609
UHAL Amerco Inc 2015-09-30 Reduce-2.12%$325.3 - $407.01
($363.41)
$ 361.70-0%Reduce -9.06%220,865
SUPN Supernus Pharmaceuticals Inc 2015-09-30 Reduce-1.5%$13.62 - $21.26
($18.58)
$ 16.87-9%Reduce -43.19%394,581
RLI RLI Corp 2015-09-30 Reduce-0.45%$51.45 - $56.61
($54.19)
$ 63.4317%Reduce -20.34%117,520
FTK Flotek Industries Inc 2015-09-30 Reduce-0.26%$11.62 - $20.7
($16.89)
$ 9.36-45%Reduce -8.92%714,335
EDAP Edap TMS SA 2015-09-30 Reduce-0.21%$3.04 - $5.78
($3.87)
$ 3.48-10%Reduce -14.05%1,345,494
DRRX Durect Corp 2015-09-30 Reduce-0.07%$1.84 - $2.77
($2.27)
$ 1.36-40%Reduce -11.58%763,609
SDRXP SandRidge Energy Inc 2015-09-30 Reduce-0.06%$5.6 - $27.6
($15.97)
$ 2.95-82%Reduce -16.67%50,000
DRRX Durect Corp 2015-06-30 Reduce-0.2%$1.82 - $3.23
($2.34)
$ 1.36-42%Reduce -28.98%863,609
TWI Titan International Inc 2014-12-31 Reduce-0.41%$9.36 - $11.6
($10.26)
$ 6.52-36%Reduce -29.41%300,000
OME Omega Protein Corp 2014-09-30 Reduce-0.82%$11.69 - $15.53
($13.97)
$ 18.5933%Reduce -43.17%341,000
TEG Integrys Energy Group Inc 2014-09-30 Reduce-0.16%$63.79 - $69.98
($67.28)
$ 69.664%Reduce -28.91%24,594
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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)
UHAL193,56575,393
NEE243,20025,266
DUK347,78824,828
ALL333,80020,725
CMS538,30019,421
XEL481,60017,294
PFE455,33214,698
ABBV232,91513,797
MRK259,40013,701
IBM86,50011,904
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Utilities 31.9% 31.9%
Technology 24.9% 24.9%
Healthcare 19.5% 19.5%
Financial Services 9.4% 9.4%
Consumer Defensive 3.2% 3.2%
Consumer Cyclical 2.7% 2.7%
Industrials 2.3% 2.3%
Energy 1.1% 1.1%
Basic Materials 1% 1%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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