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Robert Bruce

Robert Bruce

Last Update: 2013-05-14

Number of Stocks: 43
Number of New Stocks: 3

Total Value: $240 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Robert Bruce Sold :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
PRTA Prothena Corporation... 2012-12-31 Sold Out $6.8 - $6.9
($6.86)
$ 9.8644%Sold Out0
ICGE ICG Group Inc 2012-12-31 Sold Out -0.88%$10.37 - $11.48
($10.97)
$ 11.222%Sold Out0
ECOL US Ecology, Inc. 2012-12-31 Reduce-0.28%$21.18 - $24.57
($22.23)
$ 29.3832%Reduce -49.4%25,300
UNS UNS Energy Corp 2012-09-30 Sold Out -2.9%$38.98 - $42.3
($40.62)
$ 50.4624%Sold Out0
ECOL US Ecology, Inc. 2012-09-30 Reduce-0.13%$17.47 - $21.58
($19.11)
$ 29.3854%Reduce -26.46%50,000
MRK Merck & Co., Inc... 2012-06-30 Sold Out -5.2%$37.21 - $41.08
($38.52)
$ 45.9919%Sold Out0
GANS 2011-12-31 Sold Out -0.86%$5.41 - $9.25
($7.38)
$ 7.755%Sold Out0
AGEND Agenus Inc. 2011-12-31 Sold Out -0.33%$2 - $3.3
($2.31)
$ 2.929927%Sold Out0
ATPAQ Atp Oil & Gas Corp. 2011-12-31 Sold Out -0.26%$5.78 - $11.46
($8.22)
$ 0.12-98%Sold Out0
TEG Integrys Energy Grou... 2011-09-30 Sold Out -1.0466%$43.86 - $52.7
($49.58)
$ 61.5724%Sold Out0
WPS Ishares S&p Develope... 2011-06-30 Sold Out -1.29%$33.3 - $35.92
($34.69)
$ 40.0315%Sold Out0
ALAN Alanco Technologies ... 2011-06-30 Sold Out -0.17%$0.98 - $2.17
($1.05)
$ 0.64-39%Sold Out0
GAN Gainsco Inc 2011-03-31 Sold Out -1.8%$5.489 - $9
($7.18)
$ 7.32%Sold Out0
ALAN Alanco Technologies ... 2011-03-31 Reduce-0.16%$1.03 - $1.67
($1.32)
$ 0.64-52%Reduce -48.09%107,957
AES.PC AES TRUST III 6.75% ... 2010-12-31 Sold Out -2.47%$48.12 - $49.78
($48.9)
$ 49.521%Sold Out0
EDAP EDAP TMS S.A. 2010-12-31 Reduce-0.74%$2.1101 - $6.299
($3.62)
$ 4.1816%Reduce -27.77%689,635
HERO Hercules Offshore In... 2010-12-31 Sold Out -0.19%$2.17 - $3.57
($2.72)
$ 7.17164%Sold Out0
ATPAQ ATP Oil & Gas Corp. 2010-12-31 Reduce-0.17%$13.31 - $16.88
($15.15)
$ 0.12-99%Reduce -21%79,000
AIPC American Italian Pas... 2010-09-30 Sold Out -23.1%$52.87 - $53.01
($52.95)
$ 530%Sold Out0
ARD Arena Resources Inc. 2010-09-30 Sold Out -4.53%
($34.02)
$ 0.145-100%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.

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
6.6% 15.8% 12.3%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL249,60043,315
ALL327,00016,045
FTK908,67114,856
PFE432,00012,467
IBM57,40012,226
MRK261,50011,566
NEE124,0009,632
ABBV234,3009,554
TWI425,0008,959
ABT234,3008,275
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Technology 19.6% 19.6%
Healthcare 18.6% 18.6%
Utilities 10.8% 10.8%
Financial Services 9.9% 9.9%
Basic Materials 8.2% 8.2%
Consumer Defensive 6% 6%
Consumer Cyclical 3.7% 3.7%
Industrials 2.9% 2.9%
Communication Services 2% 2%
Energy 1.3% 1.3%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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Comments

Moose
ReplyMoose - 3 months ago
How do I invest in the Bruce Fund?
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