Robert Bruce

Robert Bruce

Last Update: 02-10-2017

Number of Stocks: 36
Number of New Stocks: 0

Total Value: $336 Mil
Q/Q Turnover: 0%

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
BGEPF Bunge Ltd 2016-12-31 Sold Out -1.07%$94.1 - $103.5
($99.08)
$ 108.429%Sold Out0
UHAL Amerco Inc 2016-12-31 Reduce-0.15%$314.22 - $373.48
($342.92)
$ 384.1912%Reduce -0.80%191,570
DRRX Durect Corp 2016-12-31 Reduce-0.09%$1.12 - $1.43
($1.28)
$ 0.98-23%Reduce -30.20%498,112
SUPN Supernus Pharmaceuticals Inc 2016-09-30 Reduce-0.35%$20.55 - $26.68
($22.63)
$ 25.3012%Reduce -26.72%164,581
AGEN Agenus Inc 2016-09-30 Reduce-0.09%$4.21 - $7.2
($5.84)
$ 3.85-34%Reduce -33.33%155,677
RLI RLI Corp 2016-09-30 Reduce-0.06%$66.41 - $71
($68.79)
$ 58.88-14%Reduce -6.37%44,120
UHAL Amerco Inc 2016-09-30 Reduce-0.03%$321.32 - $396.86
($357.13)
$ 384.198%Reduce -0.13%193,115
TWI Titan International Inc 2016-06-30 Sold Out -0.25%$4.99 - $7.42
($6.2)
$ 13.21113%Sold Out0
UHAL Amerco Inc 2016-06-30 Reduce-0.02%$337.48 - $379.2
($361.3)
$ 384.196%Reduce -0.10%193,365
RLI RLI Corp 2016-03-31 Reduce-1.21%$59.14 - $68.05
($62.82)
$ 58.88-6%Reduce -57.97%47,120
EBF Ennis Inc 2016-03-31 Sold Out -1.06%$18.31 - $20.76
($19.45)
$ 16.85-13%Sold Out0
POM Pepco Holdings Inc 2016-03-31 Sold Out -0.48%$21.24 - $26.93
($25.41)
$ 26.936%Sold Out0
SIRI Sirius XM Holdings Inc 2016-03-31 Reduce-0.25%$3.35 - $4.07
($3.73)
$ 5.1237%Reduce -9.21%1,972,548
SUPN Supernus Pharmaceuticals Inc 2016-03-31 Reduce-0.12%$10.13 - $15.65
($13.02)
$ 25.3094%Reduce -11.78%224,581
TWI Titan International Inc 2016-03-31 Reduce-0.06%$2.7 - $6.1
($4.12)
$ 13.21221%Reduce -25.00%150,000
UHAL Amerco Inc 2015-12-31 Reduce-3.1%$379.66 - $436.28
($404.53)
$ 384.19-5%Reduce -12.36%193,565
IBM International Business Machines Corp 2015-12-31 Reduce-3.09%$131.75 - $152.39
($140.41)
$ 181.3529%Reduce -46.11%86,500
DMND Diamond Foods Inc 2015-12-31 Sold Out -2.87%$30.96 - $41.88
($37.96)
$ 37.56-1%Sold Out0
PNX Phoenix Companies Inc 2015-12-31 Sold Out -2.42%$32.65 - $37.04
($34.89)
$ 37.497%Sold Out0
OME Omega Protein Corp 2015-12-31 Sold Out -1.67%$17.33 - $25.03
($20.96)
$ 25.6522%Sold Out0
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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.
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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
9.3% 6.6% 12%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL191,57070,802
NEE243,20029,052
DUK347,78826,995
ALL333,80024,741
CMS538,30022,404
XEL481,60019,601
MRK259,40015,270
PFE455,33214,789
ABBV232,91514,585
IBM86,50014,358
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Utilities 34.4% 34.4%
Technology 21.9% 21.9%
Healthcare 20.4% 20.4%
Financial Services 9.2% 9.2%
Consumer Cyclical 2.6% 2.6%
Consumer Defensive 2.3% 2.3%
Industrials 1.9% 1.9%
Energy 1.5% 1.5%
Basic Materials 1.1% 1.1%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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