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 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
CPN Calpine Corp 2018-03-31 Sold Out -1.05%$15.04 - $15.25
($15.13)
$ 15.251%Sold Out0
AGEN Agenus Inc 2018-03-31 Sold Out -0.12%$3.51 - $6.04
($4.53)
$ 2.70-40%Sold Out0
ASTC Astrotech Corp 2018-03-31 Reduce-0.04%$2.02 - $3.59
($2.99)
$ 1.95-35%Reduce -53.46%43,532
ACTA Actua Corp 2018-03-31 Reduce-0.01%$0.71 - $15.9
($6.31)
$ 1.00-84%Reduce -2.21%133,000
UHAL Amerco Inc 2017-12-31 Reduce-0.22%$352.72 - $396.17
($374.04)
$ 357.97-4%Reduce -1.27%185,969
DRRX Durect Corp 2017-12-31 Sold Out -0.21%$0.78 - $2.1
($1.19)
$ 2.1782%Sold Out0
PRGO Perrigo Co PLC 2017-12-31 Sold Out -0.21%$80.7 - $88.58
($85.86)
$ 74.36-13%Sold Out0
ASTC Astrotech Corp 2017-12-31 Reduce-0.15%$2.38 - $4.98
($3.5)
$ 1.95-44%Reduce -56.30%93,532
ACTA Actua Corp 2017-12-31 Reduce-0.02%$15.35 - $15.85
($15.54)
$ 1.00-94%Reduce -2.86%136,000
BG Bunge Ltd 2017-09-30 Reduce-0.67%$69.54 - $80.59
($75.81)
$ 71.08-6%Reduce -70.00%15,000
UHAL Amerco Inc 2017-09-30 Reduce-0.28%$352.21 - $396.3
($373.25)
$ 357.97-4%Reduce -1.57%188,370
ASTC Astrotech Corp 2017-09-30 Reduce-0.2%$3.3 - $5.45
($4.13)
$ 1.95-53%Reduce -80.00%214,015
BG Bunge Ltd 2017-06-30 Reduce-1.06%$67.04 - $83.22
($76.22)
$ 71.08-7%Reduce -50.00%50,000
SUPN Supernus Pharmaceuticals Inc 2017-06-30 Reduce-0.25%$30.15 - $44.15
($35.4)
$ 54.1553%Reduce -46.45%34,581
ECOL US Ecology Inc 2017-06-30 Sold Out -0.19%$45.1 - $52.15
($49.42)
$ 61.7525%Sold Out0
TWI Titan International Inc 2017-06-30 Sold Out -0.12%$8.7 - $12.09
($10.75)
$ 12.0312%Sold Out0
UHAL Amerco Inc 2017-06-30 Reduce-0.02%$340.72 - $393.07
($362.95)
$ 357.97-1%Reduce -0.10%191,370
SUPN Supernus Pharmaceuticals Inc 2017-03-31 Reduce-0.75%$23.45 - $31.3
($26.8)
$ 54.15102%Reduce -60.76%64,581
ECOL US Ecology Inc 2017-03-31 Reduce-0.15%$46.1 - $53.45
($50.02)
$ 61.7523%Reduce -39.53%15,300
WEC WEC Energy Group Inc 2017-03-31 Reduce-0.02%$57.03 - $61.16
($58.94)
$ 60.923%Reduce -4.65%23,124
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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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