Robert Bruce

Robert Bruce

Last Update: 11-15-2017

Number of Stocks: 39
Number of New Stocks: 1

Total Value: $406 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-09-30.

Plans start from as little as $399/year. 7-Day FREE TRIAL

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
IIIN Insteel Industries Inc 2017-09-30 Buy 1.51%USD 24 - USD 33.78
(USD 27.13)
USD 27.632%New holding235,520
SUPN Supernus Pharmaceuticals Inc 2017-09-30 Add1.41%$36.75 - $49.65
($43.33)
$ 39.65-8%Add 414.90%178,058
GM General Motors Co 2017-09-30 Add0.5%$34.76 - $40.58
($36.53)
$ 40.9512%Add 12.50%450,000
PQ Petroquest Energy Inc 2017-09-30 Add0.09%$1.69 - $2.29
($1.97)
$ 1.58-20%Add 249.93%220,000
VRX Valeant Pharmaceuticals International Inc 2017-06-30 Buy 2.59%$8.51 - $17.31
($11.95)
$ 19.7165%New holding581,000
GM General Motors Co 2017-06-30 Add1.8%$32.42 - $35.36
($33.95)
$ 40.9521%Add 100.00%400,000
VVV Valvoline Inc 2017-06-30 Buy 0.42%$22.06 - $24.66
($23.18)
$ 24.486%New holding68,633
SGYP Synergy Pharmaceuticals Inc 2017-06-30 Buy 0.11%$3.39 - $4.74
($4.13)
$ 2.01-51%New holding100,000
GM General Motors Co 2017-03-31 Buy 1.89%$34.26 - $38.28
($36.56)
$ 40.9512%New holding200,000
AGN Allergan PLC 2017-03-31 Add1.6%$210.8 - $249.32
($232.88)
$ 171.68-26%Add 100.00%50,000
IBM International Business Machines Corp 2017-03-31 Add0.93%$165.52 - $181.95
($175.39)
$ 152.50-13%Add 23.12%106,500
GG Goldcorp Inc 2017-03-31 Add0.59%$14.05 - $17.67
($15.63)
$ 12.37-21%Add 300.00%200,000
TWI Titan International Inc 2017-03-31 Buy 0.12%$9.45 - $14.15
($11.86)
$ 11.79-1%New holding43,436
AGN Allergan PLC 2016-06-30 Buy 1.64%$201.65 - $277.55
($231.14)
$ 171.68-26%New holding25,000
PTQEP Petroquest Energy Inc 2016-06-30 Add0.06%$4.75 - $7.6
($6.34)
$ 15.50144%Add 13.06%259,840
PQ Petroquest Energy Inc 2016-06-30 Buy 0.06%$2.07 - $3.72
($2.94)
$ 1.58-46%New holding62,870
NEE NextEra Energy Inc 2015-12-31 Add3.7%USD 96.42 - USD 105.71
(USD 101.28)
USD 158.4356%Add 93.78%243,200
DUK Duke Energy Corp 2015-12-31 Add2.64%$65.83 - $75.06
($70.29)
$ 87.8425%Add 54.37%347,788
XEL Xcel Energy Inc 2015-12-31 Add2.56%$34.42 - $37.14
($35.71)
$ 50.7842%Add 95.68%481,600
CMS CMS Energy Corp 2015-12-31 Add2.3%$34.24 - $37.17
($35.65)
$ 49.2538%Add 64.12%538,300
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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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)
UHAL188,37070,619
NEE243,20035,640
ALL333,80030,679
DUK347,78829,186
CMS538,30024,934
XEL481,60022,789
ABBV232,91520,696
GM450,00018,171
MRK259,40016,609
PFE455,33216,255
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Utilities 32.4% 32.4%
Healthcare 24% 24%
Technology 17.6% 17.6%
Financial Services 10.2% 10.2%
Consumer Cyclical 7.1% 7.1%
Basic Materials 2.6% 2.6%
Energy 1.2% 1.2%
Industrials 1.2% 1.2%
Consumer Defensive 0.3% 0.3%
» 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.
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)

GF Chat

{{numOfNotice}}