Robert Bruce

Robert Bruce

Last Update: 08-09-2017

Number of Stocks: 38
Number of New Stocks: 3

Total Value: $388 Mil
Q/Q Turnover: 5%

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
VRX Valeant Pharmaceuticals International Inc 2017-06-30 Buy 2.59%$8.51 - $17.31
($11.95)
$ 12.646%New holding581,000
GM General Motors Co 2017-06-30 Add1.8%$32.42 - $35.36
($33.95)
$ 45.3934%Add 100.00%400,000
VVV Valvoline Inc 2017-06-30 Buy 0.42%$22.06 - $24.66
($23.18)
$ 24.024%New holding68,633
SGYP Synergy Pharmaceuticals Inc 2017-06-30 Buy 0.11%$3.39 - $4.74
($4.13)
$ 3.07-26%New holding100,000
GM General Motors Co 2017-03-31 Buy 1.89%$34.26 - $38.28
($36.56)
$ 45.3924%New holding200,000
AGN Allergan PLC 2017-03-31 Add1.6%$210.8 - $249.32
($232.88)
$ 199.70-14%Add 100.00%50,000
IBM International Business Machines Corp 2017-03-31 Add0.93%$165.52 - $181.95
($175.39)
$ 146.49-16%Add 23.12%106,500
GG Goldcorp Inc 2017-03-31 Add0.59%$14.05 - $17.67
($15.63)
$ 13.05-17%Add 300.00%200,000
TWI Titan International Inc 2017-03-31 Buy 0.12%$9.45 - $14.15
($11.86)
$ 9.70-18%New holding43,436
AGN Allergan PLC 2016-06-30 Buy 1.64%$201.65 - $277.55
($231.14)
$ 199.70-14%New holding25,000
PTQEP Petroquest Energy Inc 2016-06-30 Add0.06%$4.75 - $7.6
($6.34)
$ 17.00168%Add 13.06%259,840
PQ Petroquest Energy Inc 2016-06-30 Buy 0.06%$2.07 - $3.72
($2.94)
$ 1.89-36%New holding62,870
NEE NextEra Energy Inc 2015-12-31 Add3.7%$96.42 - $105.71
($101.28)
$ 151.2649%Add 93.78%243,200
DUK Duke Energy Corp 2015-12-31 Add2.64%$65.83 - $75.06
($70.29)
$ 86.9424%Add 54.37%347,788
XEL Xcel Energy Inc 2015-12-31 Add2.56%$34.42 - $37.14
($35.71)
$ 48.4336%Add 95.68%481,600
CMS CMS Energy Corp 2015-12-31 Add2.3%$34.24 - $37.17
($35.65)
$ 47.3733%Add 64.12%538,300
AVA Avista Corp 2015-12-31 Add0.38%$32.86 - $36.06
($34.29)
$ 52.0052%Add 16.00%261,000
GG Goldcorp Inc 2015-12-31 Buy 0.17%$10.95 - $15.63
($12.7)
$ 13.053%New holding50,000
PTQEP Petroquest Energy Inc 2015-12-31 Add0.03%$14 - $20.5
($16.91)
$ 17.001%Add 3.06%229,830
DUK Duke Energy Corp 2015-09-30 Add2.2%$67.74 - $77.21
($72.41)
$ 86.9420%Add 89.33%225,300
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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)
UHAL191,37070,052
NEE243,20034,079
ALL333,80029,521
DUK347,78829,071
CMS538,30024,896
XEL481,60022,095
ABBV232,91516,888
MRK259,40016,624
IBM106,50016,382
PFE455,33215,294
» More Current Portfolio

Robert Bruce's Sector Weightings:


SectorsSector Weightings (%)
Utilities 32.7% 32.7%
Healthcare 23.1% 23.1%
Technology 18.3% 18.3%
Financial Services 9.3% 9.3%
Consumer Cyclical 6.4% 6.4%
Industrials 1.9% 1.9%
Energy 1.4% 1.4%
Basic Materials 1.1% 1.1%
Consumer Defensive 1% 1%
» More Sector Weightings

Robert Bruce's News:

» More Related News


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