Robert Bruce

Robert Bruce

Last Update: 05-15-2018

Number of Stocks: 37
Number of New Stocks: 2

Total Value: $443 Mil
Q/Q Turnover: 10%

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
IBM International Business Machines Corp 2018-03-31 Add1.39%$147.59 - $169.12
($158.26)
$ 144.48-9%Add 37.56%146,500
MRK Merck & Co Inc 2018-03-31 Add1.23%$53.41 - $62.07
($56.63)
$ 60.998%Add 38.55%359,400
VRX Valeant Pharmaceuticals International Inc 2018-03-31 Add0.92%$14.88 - $23.87
($18.73)
$ 23.5626%Add 42.74%855,000
ABBV AbbVie Inc 2018-03-31 Add0.83%$92.01 - $123.21
($109.85)
$ 98.48-10%Add 16.74%271,915
PFE Pfizer Inc 2018-03-31 Add0.8%$33.63 - $39.02
($36.23)
$ 36.16-0%Add 21.96%555,332
AGN Allergan PLC 2018-03-31 Add0.42%$144.02 - $188.15
($167.73)
$ 171.722%Add 12.33%100,200
ABT Abbott Laboratories 2018-03-31 Add0.21%$56.27 - $63.62
($60.25)
$ 62.824%Add 6.84%246,715
AGN Allergan PLC 2017-12-31 Add1.51%$163.58 - $210.98
($179.54)
$ 171.72-4%Add 78.40%89,200
IIIN Insteel Industries Inc 2017-12-31 Add0.17%$25.15 - $29.31
($26.78)
$ 33.3424%Add 10.61%260,520
VRX Valeant Pharmaceuticals International Inc 2017-12-31 Add0.09%$11.06 - $22.05
($15.84)
$ 23.5649%Add 3.10%599,000
SUPN Supernus Pharmaceuticals Inc 2017-09-30 Add1.41%$36.75 - $49.65
($43.33)
$ 54.1525%Add 414.90%178,058
GM General Motors Co 2017-09-30 Add0.5%$34.76 - $40.58
($36.53)
$ 43.9520%Add 12.50%450,000
GM General Motors Co 2017-06-30 Add1.8%$32.42 - $35.36
($33.95)
$ 43.9529%Add 100.00%400,000
AGN Allergan PLC 2017-03-31 Add1.6%$210.8 - $249.32
($232.88)
$ 171.72-26%Add 100.00%50,000
IBM International Business Machines Corp 2017-03-31 Add0.93%$165.52 - $181.95
($175.39)
$ 144.48-18%Add 23.12%106,500
GG Goldcorp Inc 2017-03-31 Add0.59%$14.05 - $17.67
($15.63)
$ 14.01-10%Add 300.00%200,000
PTQEP.PFD Petroquest Energy Inc 2016-06-30 Add0.06%$4.75 - $7.6
($6.34)
$ 2.50-61%Add 13.06%259,840
NEE NextEra Energy Inc 2015-12-31 Add3.7%$96.42 - $105.71
($101.28)
$ 160.4158%Add 93.78%243,200
DUK Duke Energy Corp 2015-12-31 Add2.64%$65.83 - $75.06
($70.29)
$ 74.416%Add 54.37%347,788
XEL Xcel Energy Inc 2015-12-31 Add2.56%$34.42 - $37.14
($35.71)
$ 43.6022%Add 95.68%481,600
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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
10.2% 8.4% 12%
» More Profile & Performance

Robert Bruce's Current Portfolio:

Ticker Shares Value ($1000)
UHAL185,96964,177
NEE243,20039,721
ALL333,80031,644
DUK347,78826,943
ABBV271,91525,736
CMS538,30024,379
IBM146,50022,477
XEL481,60021,903
PFE555,33219,708
MRK359,40019,576
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Utilities 28.9% 28.9%
Healthcare 27.9% 27.9%
Technology 16.1% 16.1%
Financial Services 9% 9%
Consumer Cyclical 6.5% 6.5%
Industrials 1.3% 1.3%
Basic Materials 1% 1%
Energy 0.7% 0.7%
Consumer Defensive 0.3% 0.3%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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